Jeremy Grantham – My Sister’s Pension

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Jeremy Grantham – My Sister’s Pension. Here’s an excerpt from the episode: Tobias: Yeah. What I’ve generally observed is that for the most part– Well, this is easy to say because we’re at all-time highs … Read More

Rob Arnott: The Value Effect Is Alive And Well

Johnny HopkinsRob ArnottLeave a Comment

In his recent interview with Real Vision, Rob Arnott explains why the value effect is alive and well. Here’s an excerpt from the interview: Arnott: Part of it is probably fed accommodation, and a large chunk of it is narrative that the marketplace embraces the notion that tech provides are … Read More

One Stock Superinvestors Are Selling

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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

Value is the Widowmaker Trade

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Value is the Widowmaker Trade. Here’s an excerpt from the episode: Tobias: There’s nothing particularly stunning about this article. They’ve gone and interviewed a whole lot of fund managers and said, “What do you think’s … Read More

Aswath Damodaran: It Is Moneyball Time!

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In his latest Data Update 1 for 2022, Aswath Damodaran says – It is Moneyball Time! He also provides four reasons why you should not always trust big data. Here’s an excerpt from the update: The Moneyball Question When I first started posting data on my website for public consumption, … Read More

One Stock Superinvestors Are Buying

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

Warren Buffett Schools ARK’s Cathie Wood

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Warren Buffett Schools ARK’s Cathie Wood. Here’s an excerpt from the episode: Tobias: Let’s talk about Ark-Berkshire. Because Ark topped out at 156 bucks in February last year, and it closed out the year like … Read More

Albert Bridge Capital: When Growth Stocks Get Annihilated Value Doesn’t Participate In The Downside

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This latest article from Albert Bridge Capital discusses some historical evidence that shows that when growth stocks get annihilated, value doesn’t participate in the downside. Here’s an excerpt from the article: If Growth Stocks Sell Off Will They Bring Value Stocks Down with Them? Well, that’s a good question, and … Read More

This Week’s Best Value Investing News (1/07/2022)

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This week’s best investing news: Stock Market History, Illuminated (AB) Picking Funds & Indices (Verdad) Cheap Stocks Will Have Their Day In 2022 (Validea) How to Invest When There’s Nowhere to Hide (Vitaliy) The Market Is Sending A ‘Loud, Clear Signal’ That Oil Prices Are Headed Higher (Felder) Betting Against Buffett (CA) Ford vs Ferrari Tesla … Read More