The Stock Market Snowball

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During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed The Stock Market Snowball. Here’s an excerpt from the interview: Tobias: It sounds to me that the two causes in your mind of what’s happening in the markets. First of all, it’s the Fed just pinning rates … Read More

Value Investing Parallels: The Late 1990s And Now

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During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Value Investing Parallels: The Late 1990s And Now. Here’s an excerpt from the interview: Tobias: What are the parallels and the differences between the late 1990s and now? Eric: Well, I think the similarities are that value … Read More

Internet Scale Businesses

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 During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Internet Scale Businesses. Here’s an excerpt from the episode: Bill: Going back to the base rate discussion, if the new method of business is basically underprice things and just go crazy to get all … Read More

One Stock Superinvestors Are Buying Or Holding

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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

Rich Pzena: Momentum Is With Value

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In their latest Q4 2020 Market Commentary titled Momentum Is With Value, Pzena Investment Management discussed why they believe we are in the early stages of a value cycle due to an earnings recovery that will favor value stocks. Here’s an excerpt from the commentary: Companies reacted to the operational … 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

The Challenger “O” Ring Disaster

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Challenger “O” Ring Disaster. Here’s an excerpt from the episode: Jake: We’ll keep going with this, is that I was reading through his– he has a report on the Challenger disaster. He was part … Read More

Chuck Akre: Hang On To Your Winners

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In his recent interview with Value Investor Insight, Chuck Akre discussed his stepping down from running the Akre Focus Fund at age 78, his successful approach to investing, and his thoughts on buy and sell prices. Here’s an excerpt from the interview: Question: It’s always been a bit difficult to … Read More

Don’t Stress It, Press It: Tilt to Growth

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During his recent interview with Tobias, Eric Cinnamond of Palm Valley Capital discussed Don’t Stress It, Press It: Tilt to Growth. Here’s an excerpt from the interview: Tobias: I read your latest blog post, your latest piece that came out on 29 December, and you were talking about a discussion that … Read More

Tom Gayner: Four Lenses For Finding The Best Opportunities

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In his recent interview on The Investors Podcast, Tom Gayner discussed the art of investing, why indexing has been overdone, and his four lenses for finding companies that deliver outsized returns. Here’s an excerpt from the interview: Stig Brodersen: Let’s start there. You famously identified four pillars in your investment … Read More

Cliff Asness: The Odds Are Getting Better For Value

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Here’s a great interview with Cliff Asness on Bloomberg’s Front Row with Erik Schatzker. Asness discusses his faith in factors after 2 1/2 years of poor returns. He remains as confident as ever in the quantitative strategies that powered the firm’s growth for two decades. He also discusses the emotional … Read More

GMO’s Last Dance

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO’s Last Dance. Here’s an excerpt from the episode: Tobias: It’s called our Waiting for the Last Dance referencing the MJ documentary, which was excellent. He says that all of the quantitative signs are there. … Read More

This Week’s Best Value Investing News, Research, Podcasts 1/15/2021

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Here’s a list of this week’s best investing news: Political Conflict & Markets (Jamie Catherwood) The Irony of Growth (Verdad) Howard Marks: Something of Value (Oaktree) Cliff Asness Predicts Comeback for Quant Algorithms (Full Interview) (Bloomberg) Ten rising star hedge funds with surprisingly small AUMs. These managers are worth watching in 2021 … Read More

VALUE: After Hours (S03 E01): GMO’s Last Dance, Challenger “O” Ring And Internet-Scale Businesses

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: GMO’s Last Dance The Challenger “O” Ring Disaster Internet Scale Businesses How To Build Out Your Circle Of Competence How To Quantify The Quality Of Management Carlota Perez’s Technological Revolutions James Surowiecki – The Wisdom … Read More