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 Smith & Wesson Brands Inc (NASDAQ: SWBI). Smith & Wesson … Read More
High-Growth Reinvestment
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed High-Growth Reinvestment. Here’s an excerpt from the episode: Tobias: Yes. I’ve been looking at some of the better-performed businesses out there, just try and back into some of the valuations and see what’s interesting. Basically, … Read More
This Week’s Best Value Investing News, Research, Podcasts 12/18/2020
Here’s a list of this week’s best investing news: Charlie Munger – Caltech Webinar (Caltech) Siren Songs: IPOs & SPACs (Jamie Catherwood) Earnestness (Paul Graham) Capturing Excess Returns from Rating Changes (Verdad) Last Man Standing (Collaborative Fund) Warren Buffet on Saving American Small Business Full Interview (CNBC) Find The Courage To Act (Felder) Stephen … Read More
Jeff Auxier: Warren Buffett Told Me To Get Far Away From Wall Street And Move To A Farm
Here’s a great interview with Jeff Auxier on Value Investing Live, in which he discusses a conversation he had with Warren Buffett, who recommended that he get as far away from Wall Street and move on to a farm in order to have independence of thought. Here’s an excerpt from … Read More
Jake Taylor: How To Know If You’re A Skillful Or Lucky Investor
In his recent interview on the InvestED Podcast, Jake Taylor, co-host on our Value After Hours Podcast provided a great hack on how to know if you have skill or you’re just lucky in investing. Here’s an excerpt from that interview: Taylor: One of the most difficult things in this … Read More
Acquirer’s Multiple Stock $SNX Appearing In Einhorn, Greenblatt, Grantham 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 (S02 E49): High-Growth Reinvestment, Active Investment, And Magic Numbers
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: High-Growth Reinvestment Magic Numbers Active Investment Create A Buy List Stunning Valuations $TTD, $PTON $ZM Fatigue & Growth Forecasts $SPOT v YouTube $DISCA Streaming Wars $BABA Subsidiaries Bundling The Food Network & $QRTEA Superforecasting – … Read More
Valuing $PYPL
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $PYPL. Here’s an excerpt from the interview: Tobias: Right. I want to change gears a little bit because we’re going to run out of time, but I really wanted to talk to … 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
$SPR & Investor Behavior
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $SPR & Investor Behavior. Here’s an excerpt from the episode: Bill: Yeah. I don’t know, I’ve been thinking about this Spirit AeroSystems thing and why I thought I saw it, I think I did see … Read More
Charles Munger: Today’s High-Tech Companies Will Eventually Get Clobbered
On his recent Caltech Webinar, Charles Munger provided some great insights into the lifespan of today’s high-tech companies. His belief is that while these companies will enjoy success for a little time, eventually they will get clobbered. Here’s an excerpt from the webinar: Munger: Over the long term the companies … Read More
Valuing $TWTR
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Valuing $TWTR. Here’s an excerpt from the interview: Tobias: Can you break down how you think about the valuation of Twitter for us? What the drivers that we should be looking at as … Read More
Daniel Kahneman: Finance Professionals Are More Conducive To Overconfidence
Some years ago Daniel Kahneman and Gary Klein wrote a paper titled – Conditions for intuitive expertise: a failure to disagree, in which they explored the differences between two approaches to intuition and expertise that are often viewed as conflicting: Heuristics and Biases (HB) and Naturalistic Decision Making (NDM). Starting … Read More
Michael Burry: Volatility Does Not Determine Risk
In his April 2001 Shareholder Letter, Michael Burry issued a stern warning to his shareholders who may have been upbeat about the fact the Scion Value Fund had beaten the S&P 500 by 33.79%, five months following its inception. Here’s an excerpt from the letter: During the first quarter of … Read More
Tobias Carlisle Interview: Business Brew Podcast
Here’s a recent interview with Tobias Carlisle on The Business Brew Podcast with host Bill Brewster. This is great opportunity to hear both the lads chatting casually about all sorts of things, including investing. For those of you that don’t know, Bill joins Tobias each week together with Jake Taylor … 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
Solitude & Leadership
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Solitude & Leadership. Here’s an excerpt from the episode: Jake: Yeah. All right. So, this veggie segment is called Solitude and Leadership, and that’s the name of a paper and a talk actually, that William … Read More
Low-Turnover Compounding
During his recent interview with Tobias, Elliot Turner, Managing Partner at RGA Investment Advisors and Twitter guru discussed Low-Turnover Compounding. Here’s an excerpt from the interview: Tobias: How do you characterize what you do now? How would you describe an optimal opportunity or your process for getting to that optimal … Read More
Bill Miller: Value Investing In High-Tech Growth Companies
Here’s a piece from Janet Lowe’s book – The Man Who Beats The S&P, in which Bill Miller provides some great insights into valuing high-tech growth companies. Here’s an excerpt from the book: “We buy businesses that sell at large discounts to our assessment of their underlying value,” he explains. … Read More
Broyhill: Value Set For Sweet Revenge
In their latest market outlook, Broyhill discusses the unprecedented dispersion between the ‘haves’ and the ‘have-nots’, notable examples of current market madness, and why value could be set for sweet revenge. Here’s an excerpt from the commentary: Word of an effective vaccine sent the world’s cheapest stocks surging the most … Read More