As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
The Apocryphal Pig Farmer
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Apocryphal Pig Farmer. Here’s an excerpt from the episode: Tobias: Well, he’s doing it on a case-by-case basis, I guess, rather than like me saying, “Wait for the fear and greed indicator that tick … Read More
Thrift Conversions Are Classic Value Investing
During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrift Conversions Are Classic Value Investing. Here’s an excerpt from the interview: Tobias: That’s two of my favorite things, undervalued stocks with … Read More
Tweedy Browne: The Historical Tug of War Between Growth and Value
Tweedy Browne recently released a great paper titled – The Historical Tug of War Between Growth and Value, which shows that empirically a differential of at least 1,000 basis points in favor of Growth has been followed by a significant shift to Value. Here’s the chart: You can find … Read More
Thrifts – Getting Top Professionals To Work For You For Free
During his recent interview with Tobias, Jim Royal Ph D, the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains, discussed Thrifts – Getting Top Professionals To Work For You For Free. Here’s an excerpt from the interview: Tobias: They were looking … Read More
Pabrai And Marks Abandon Deep Value
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Pabrai And Marks Abandon Deep Value. Here’s an excerpt from the episode: Tobias: I think that there’s some names in there. I look at Microsoft in my list of the little quality string that I … Read More
One Stock Superinvestors Are Selling
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More
Rich Pzena: The Beginning Of The Great Rotation To Value?
In his latest webinar titled – The Beginning Of The Great Rotation To Value?, Rich Pzena provides his thesis on why we could be at the beginning of another great rotation to value, based on historical indicators. Here’s an excerpt from the webinar: Pzena: This is really a perfect time … Read More
Ken Fisher Top 10 Holdings (Q4 2020)
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Cathie Wood: How Exponential Growth Is Changing The Deep Value Landscape
In her recent interview on The Investors Podcast, Cathie Wood discussed a number of topics including how exponential growth is changing Ark’s deep value landscape. Here’s an excerpt from the podcast: Question: So given that the focus of Ark work is on disruptive technologies, some might think that the Ark … Read More
(Ep.100) The Acquirers Podcast: Jim Royal – Thrift Conversion, The Zen Of Thrift Conversions, Small Bank Stocks And Activism
In this episode of The Acquirers Podcast Tobias chats with Jim Royal Ph D. He’s the author of The Zen of Thrift Conversions: How To Turn Hidden Bank Stocks Into Big Gains. During the interview Jim provided some great insights into: Understanding Thrift Conversions Thrifts – Supercharge Your Returns By … Read More
Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is SYNNEX Corporation (NYSE: SNX). Synnex Corp is a provider of … Read More
Ketchup Physics
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ketchup Physics. Here’s an excerpt from the episode: Jake: All right, so this veggie segment is called Ketchup Physics. I actually have a little thing of ketchup here, just for fun, and it’s Heinz, so … Read More
Terry Smith: Investors Should Focus On The Secular Drivers Of ‘Technology’ Companies When Evaluating Them
In his 2020 Annual Letter, Terry Smith makes a great observation regarding todays ‘technology’ companies saying, “I would suggest that the secular drivers of these businesses have some distinct differences and that their prospects are not governed by a single factor — technology. This one size fits all label does … Read More
This Week’s Best Value Investing News, Research, Podcasts 1/29/2021
Here’s a list of this week’s best investing news: The Grocery Store Puzzle (Verdad) Power Grab: Activists, Shorts & The Masses (Jamie Catherwood) Guy Spier – With Whom I Would Invest (Guy Spier) Cliff Asness – We Are the 98 Percent (Cliff Asness) Why It’s Usually Crazier Than You Expect (Collaborative Fund) The Invulnerable … Read More
Acquirer’s Multiple Stock $DHI Appearing In Dalio, Greenblatt, Druckenmiller Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
VALUE: After Hours (S03 E03): Ketchup Physics, Pabrai and Marks Abandon Deep Value, Value vs Quality
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ketchup Physics Pabrai And Marks Abandon Deep Value Value vs Quality Assuming The Multiple Fade Charles Mackay – Men Go Mad In Herds Buffett Market Timing We’re In Crazy Buying $MSFT Early The Apocryphal Pig … Read More
Volmageddon or The Volpocalypse
During his recent interview with Tobias, Jim Carroll, the @vixologist on Twitter and Senior Vice President and Portfolio Manager at Toroso Advisors, discussed Volmageddon or The Volpocalypse. Here’s an excerpt from the interview: Tobias: Have you seen any changes to the behavior of VIX or the term structure over the … Read More
Michael Mauboussin: The Importance Of Utilizing Base Rates
In his recent interview on the Decision Education Podcast, Michael Mauboussin discussed the importance of utilizing base rates in investing. Here’s an excerpt from the interview: Mauboussin: Yeah, thanks for slowing that down a little bit. So, as I mentioned, rather than thinking about your problem as unique to you, what … Read More
Invincible Stocks & Fragile Businesses
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Invincible Stocks & Fragile Businesses. Here’s an excerpt from the episode: Tobias: That’s the challenge. If you look at the big winners that we’ve had over the last– I guess Tesla’s not an example, because … Read More