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- This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem” (Jamie Catherwood) Oakt…
Bill Miller Shorts TeslaIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson say…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Cohen PortfoliosPart of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
David Einhorn: We Benefited By Shorting ‘Innovation’ StocksIn his recent Q4 2022 Letter, David Einhorn explained how he benefited by shorting so called ‘innovation’ stocks. Here’s an excerpt from the letter: We are nothing if not persis…
Howard Marks: Forget Good Idea/Bad Idea, Think Risk/ReturnDuring his recent interview with Bloomberg, Howard Marks explains why investors should think in terms of risk/reward and not good idea/bad idea. Here’s an excerpt from the inter…- ARKK Flat For Past 5 YearsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is…
One Stock Superinvestors Are SellingAs 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 Sc…
Pzena: The Value Opportunity Is CompellingIn their latest Q4 2022 Letter, Pzena Investment Management explain why the value opportunity is compelling. Here’s an excerpt from the letter: Despite recession, inflation, and…
David Einhorn: A ‘Debilitated’ Value Investing Industry Is Great News For UsIn his recent Q4 2022 Letter, David Einhorn explained why a ‘debilitated’ value investing industry is great news for his firm. Here’s an excerpt from the letter: 2022 was an exc…- Warren Buffett: You Don’t Have To Make It Back The Way You Lost itIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett: You Don’t Have To Make It Back The Way You Lost it. Here’s an e…
One Stock Superinvestors Are BuyingAs 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 S…
Warren Buffett: The Stock Market Is The Most Obliging, Money-Making Place In The WorldDuring the 2012 Berkshire Hathaway Annual Meeting, Warren Buffett explained why the stock market is the most obliging, money-making place in the world. Here’s an excerpt from th…
Aswath Damodaran: Stick To Your Philosophy Or Just Buy The IndexDuring this interview with The Millennial Investing Podcast, Aswath Damodaran discussed sticking to your philosophy of just buying the index. Here’s an excerpt from the intervie…- Our 2023 PredictionsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Our 2023 Predictions. Here’s an excerpt from the episode: Jake: Okay. So, with …
Leon Cooperman: Learning From Henry SingletonIn this interview with Forbes, Leon Cooperman discusses what he learned for Henry Singleton. Here’s an excerpt from the interview: Cooperman: I learned a lot from studying Henry…
Cliff Asness: If You Think You’re Right, HODL!In this interview with Infinite Loops, Cliff Asness explains why if you think you’re right about an investment, you should hold on for dear life (HODL). Here’s an excerpt from t…
Charles Munger – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- VALUE: After Hours (S05 E1): 2023 Predictions, Market Crashes, Small Value, Don’t Make PredictionsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Our 2023 Predictions Warren Buffett: You Don’t Have To Make I…