Fed Hikes Rates Until Something Breaks

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During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Fed Hikes Rates Until Something Breaks. Here’s an excerpt from the episode: Tobias: We’ve shown what we’re going to do, haven’t we? We all know that. We know exactly what’s going to happen. The argument … 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

We’re Heading For A Financial Ice Age

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During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss We’re Heading For A Financial Ice Age. Here’s an excerpt from the episode: Jake: Yeah. Yeah, this is inspired by– I read this book called Ice Age: The Theory That Came In From The Cold! by John … Read More

One Stock Superinvestors Are Buying

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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

SVB – A 1980s Style Bank Run With A Modern Twist

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During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss SVB – A 1980s Style Bank Run With A Modern Twist. Here’s an excerpt from the episode: Tobias: Do you guys understand what happened with Silicon Valley Bank? Jake’s going to tell us what a … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (3/17/2023)

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This week’s best investing news: Jeremy Grantham’s Market Meat-Grinder (What Goes Up) Mohnish Pabrai – Founder & Managing Partner of Pabrai Investment Funds (TE Leadership Series) Ray Dalio: What I Think About the Silicon Valley Bank Situation (LinkedIn) Distinguished Speaker Series: Howard Marks (CFA) Speculative Women: A History of Female … Read More