Adopting Kaufman’s Win-Win Approach To Investing

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Adopting Kaufman’s Win-Win Approach To Investing. Here’s an excerpt from the episode: Bill: It’s interesting that people talk about the dangers of talking publicly about a specific name. I think that one … Read More

Michael Mauboussin: Reclassifying Cash Flow Items Provides Investors With Greater Insights

Johnny HopkinsMichael MauboussinLeave a Comment

In his latest paper titled – Categorizing for Clarity, Michael Mauboussin shows how reclassifying certain items in the cash flow statement can substantially improve the description of a business, without impacting the integrity of the cash flow statement. Here’s an excerpt from the paper: Understanding the magnitude and prospective return … Read More

This Week’s Best Value Investing News, Research, Podcasts 10/8/2021

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: How Does Quality Work? (Verdad) Betting the House (Humble Dollar) Nature Shows How This All Works (Collaborative Fund) What is Your Investment Edge? (Validea) Big Change in the Narrative Weather (Epsilon Theory) The Indian Smartphone Revolution: Paytm’s Coming of Age IPO!  (Aswath Damodaran) Returns, Values, and Outcomes: A Counterfactual History … Read More

Using Kahneman’s Advice On An ‘Outside View’

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Using Kahneman’s Advice On An ‘Outside View’. Here’s an excerpt from the episode: Jake: Kahneman would say or would probably describe this proceed– he calls it estimate talk estimate. What you do … Read More

Is Averaging Down A Good Investment Strategy?

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Is Averaging Down A Good Investment Strategy? Here’s an excerpt from the episode: Jake: There is an interesting game theory that plays out in this take-under situation, where you almost have a … Read More

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

Why Is $ATUS Share Price Dropping?

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Why Is $ATUS Share Price Dropping? Here’s an excerpt from the episode: Bill: All right. So, Altice showing people why hedge fund hotels and leverage is probably not a great combination. It … Read More