One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

Absolute Versus Relative Value

Johnny HopkinsPodcastsLeave a Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Absolute Versus Relative Value. Here’s an excerpt from the episode: Jake: So, the quote number two is even a little bit more elaboration on that last part. “The first thing a gambler has to do … Read More

Focus On Economic Drivers Instead Of Forward Earnings

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed Focusing On Economic Drivers Instead Of Forward Earnings. Here’s an excerpt from the interview: Matt: It’s really just continuing to sift through the world and find interesting things and be aware that situations pop up every … Read More

John Templeton: The Principle Of Maximum Pessimism

Johnny HopkinsJohn TempletonLeave a Comment

I’ve just finished reading a great book titled – Sir John Templeton: From Wall Street to Humility Theology, by Robert Hermann which provides some great insights into the life and philosophies of the legendary value investor Sir John Templeton. There’s one passage in particular which encompasses Templeton’s strategy for finding undervalued … Read More

This One Stock Is Popular With Investing Gurus

Johnny HopkinsStock ScreenerLeave a Comment

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

Puggy Pearson’s Portfolio

Johnny HopkinsPodcastsLeave a Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Puggy Pearson’s Portfolio. Here’s an excerpt from the episode: Jake: All right, let’s do it. So, hat tip to my boy, Mike McCoy for, I think originally introducing me to Puggy Pearson. Here’s this guy … Read More

The Value Spectrum

Johnny HopkinsPodcastsLeave a Comment

During his recent interview with Tobias, Matthew Sweeney, Managing Partner at Laughing Water Capital, discussed The Value Spectrum. Here’s an excerpt from the interview: Tobias: Let’s take a step back and talk a little bit about your philosophy. So, we know that it’s a value-based philosophy. You’re currently focused in small … Read More

(Ep.88) The Acquirers Podcast: Matthew Sweeney – Value Spectrum: Concentrated Small And Micro, Event-Driven Long-Short Value Investing

Johnny HopkinsPodcastsLeave a Comment

In this episode of The Acquirers Podcast Tobias chats with Matthew Sweeney, Managing Partner at Laughing Water Capital. During the interview Matthew provided some great insights into: The Value Spectrum Focus On Economic Drivers Instead Of Forward Earnings Validate Your Ideas With A Red Team Finding Opportunities Using Keyword Search … Read More

Inflation And Value

Johnny HopkinsPodcasts1 Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Tobias: Yeah, I’ll take a shot at it. So, we’ve had this massive crash. We’ve been printing pretty hard, globally, the central banks, Bank of Japan, … Read More

This Week’s Best Investing Articles, Research, Podcasts 10/16/2020

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Elections and Markets (Jamie Catherwood) This Time Was Different (Irrelevant Investor) Activist Investor Dan Loeb on Why Disney Needs to Double Its Streaming Spending  (Variety) COVID & Global Valuations (Verdad) Tobias Carlisle – How To Play On Market’s Reversion To The Mean (Economic Times) … Read More