This Week’s Best Value Investing News, Podcasts, Interviews (6/24/2022)

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This week’s best investing news: Howard Marks: Conversation at Panmure House (OakTree) High Yield, High Volatility (Verdad) Why famed hedge-fund manager David Einhorn recently issued a bullish call on gold (G&M) Six Things That Might Go Right (Validea) Mega Questions | Ray Dalio (Charlie Rose) Weimar, War, and the Narrative of Central Bank Omnipotence … Read More

When To Sell

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed When To Sell. Here’s an excerpt from the episode: Bill: So, just before we move on from my therapy session, we’ve determined you just hold your positions and just get ready for the nut punch. … Read More

Is eBay Inc (EBAY) A Great Value Stock?

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Based on the improved performance metrics which we recently added to our stock screens, eBay Inc (EBAY) could be a great value stock: eBay operates one of the largest e-commerce marketplaces in the world, with $87 billion in 2021 gross merchandise volume, or GMV, rendering the firm the sixth- largest global … Read More

Cliff Asness: Common Misconceptions About Buybacks

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In his recent interview with CNBC, Cliff Asness discussed some common misconceptions about buybacks. Here’s an excerpt from the interview: Host: President Biden recently saying Exxon makes more money than God, and has criticized Exxon for buying back stock instead of investing in drilling to help Americans. I asked Asness … Read More

A Lot Of Quality Companies Down 90%

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Lot Of Quality Companies Down 90%. Here’s an excerpt from the episode: Tobias: Yeah, I don’t feel good about it so much. Jake and I were talking about this just before we came on. … 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

Ray Dalio: We Are Now In A Period Of Stagflation

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In his recent interview with Charlie Rose, Ray Dalio explained why we are now in a period of stagflation. Here’s an excerpt from the interview: Rose: Are we close to having stagflation? Dalio: Yeah. We are in stagflation. Rose: We are? Stagflation is simply where you have inflation, and yet … Read More

Munger’s Win-Win-Win Investing Strategy

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Munger’s Win-Win-Win Investing Strategy. Here’s an excerpt from the episode: Tobias: I tweeted this thing out this morning from Mohnish Pabrai about talking to Charlie Munger about one of the ideas that he had and … 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

We’re In A Cotton Eye Joe Market

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In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed We’re In A Cotton Eye Joe Market. Here’s an excerpt from the episode: Tobias: JT, probably going to dump you in this too, mate, but we were momentum value guys and we got started off … Read More

Howard Marks: There Is No ‘Economic Machine’

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In his recent interview with the Market Mind Hypothesis Symposium, Howard Marks explained why there is no ‘economic machine’. Here’s an excerpt from the interview: Marks: In your last sentence about the two episodes [in history]… would limit me too much so if you don’t mind I’m gonna go way … Read More