In a recent email interview with Business Insider, Terry Smith provided twelve book recommendations that every investor should read: Berkshire Hathaway’s Annual Shareholder Letters The Warren Buffett Way by Robert Hagstrom Liar’s Poker, The Big Short, Flash Boys and Moneyball – All by Michael Lewis The Predators Ball by Connie Brook Hawkwood: Diabolical Englishman by … Read More
Acquirer’s Multiple Stock $OMC Appearing In Rogers, Simons, Greenblatt 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 E05): $GME And The WSB Short Squeeze, Crazy Valuations, Stoic Sperm Whales
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: $GME And The WSB Short Squeeze Robinhood’s Trading Halt Sperm Whale Stoicism Pirating Together & The Wisdom Of Crowds Nobody Cares About Valuation Metrics Elon & Chamath’s Hatred Of Shortsellers Citadel Front-Running Forget About How … Read More
Reversion Of The Mean Caused By Private Equity
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the interview: Tobias: I couldn’t agree more, and I had a similar experience. The first decade of the 2000s, I watched all the really … Read More
Dan Loeb: Avoid Taking Positions Against Companies With Large Short Positions
In his latest Q4 2020 Investor Letter, Dan Loeb discussed why investors should avoid taking positions against companies with large short interests. Here’s an excerpt from the letter: The recent short squeeze in certain securities is nothing new. Indeed, as Jesse Livermore said in Reminiscences of a Stock Operator, (quoting … Read More
One Stock Superinvestors Are Buying Or Holding
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
Value Is The Driver
When it comes to investing and making informed decisions, having the right guidance and insights can be crucial. Just like navigating the complex world of finance, safe driver Dubai provides a reliable and knowledgeable service to ensure a smooth and secure journey. Similarly, in the VALUE: After Hours Podcast, financial … Read More
Working With Michael Price
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Working With Michael Price. Here’s an excerpt from the interview: Tobias: How did that all come about? How did you get started? How did it happen? Michael: I started my career in 2004. Well, really, I … Read More
Guy Spier: Value Investing Will Never Die
In his recent interview with Kiana Danial, Guy Spier discusses why value investing, or as he puts it, intelligent investing, will never die. Here’s an excerpt from the interview: Spier: Value investing is not dead. Intelligent investing is not dead. To just go into it in a little bit more … 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
$GME And Wall Street Bets
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $GME And Wall Street Bets. Here’s an excerpt from the episode: Bill: I’ll talk about Game because that’s what people want to hear about. Tobias: GameStop? Bill: Yeah. Jake: Getting GameStopped. Tobias: That’s the … Read More
Paying A Low Multiple For Cashflows Is The Right Choice
During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed why Paying A Low Multiple For Cashflows Is The Right Choice. Here’s an excerpt from the interview: Michael: Well, it almost, for me, as I look at the world today, as long as you have the … Read More
Michael Mauboussin: Animating Mr Market
Some years ago, Michael Mauboussin wrote a paper titled Animating Mr Market, in which he discussed Ben Graham’s Mr Market metaphor saying, “One way to animate Mr. Market is to consider the wisdom of crowds. What’s key is that crowds are wise under some conditions and mad when any of … Read More
Tom Gayner 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
Ron Baron: #neversell – Holding Stocks For 30 Years
In his recent interview on The Masters in Business Podcast, Ron Baron discusses his neversell strategy that has seen him hold successful companies for more than 30 years. Here’s an excerpt from the interview: RITHOLTZ: Let’s talk a little bit about how you put the long in long-term investing, a … Read More
(Ep.101) The Acquirers Podcast: Michael Mitchell – No Narrative: Deep Value, Special Situations, Working With Michael Price
In this episode of The Acquirers Podcast Tobias chats with Michael Mitchell. He’s IgnoreNarrative on Twitter, and a former partner in a hedge fund. During the interview Michael provided some great insights into: The Simplest Form Of Investing Paying A Low Multiple For Cashflows Is The Right Choice Working With … Read More
Stock In Focus – TAM Stock Screener – PulteGroup, Inc. (NYSE: PHM)
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 PulteGroup, Inc. (NYSE: PHM). PulteGroup is one of the largest … Read More
Gored Bullfighters
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Gored Bullfighters. Here’s an excerpt from the episode: Jake: Yeah, I’ve got kind of a fun one today, maybe. My topic today is about bullfighting. I don’t know if you guys know but Ernest Hemingway … Read More
This Week’s Best Value Investing News, Research, Podcasts 2/05/2021
Here’s a list of this week’s best investing news: Speculation & The Underdog (Jamie Catherwood) Hunger Games (Epsilon Theory) The Best-Case Outcomes Are Statistical Outliers (Farnam Street) Fundamentals Still Matter (VSG) Unfortunate Investing Traits (Collaborative Fund) Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Goldman Sachs) The Storming of the Bastille: The Reddit Crowd targets … Read More
Stanley Druckenmiller: How To Avoid Down Years
As part of his latest interview on Talks at GS, Stanley Druckenmiller discussed how he has avoided down years. Here’s an excerpt from the interview: Tony Pasquariello: I’d like to spend a minute on your process for money management, and you had referenced this earlier, but you’ve remarked to me … Read More