Is GameStop Destined To Head The Same Way As Blockbuster?

Johnny HopkinsPodcasts2 Comments

During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed If GameStop Is Destined To Head The Same Way As Blockbuster. Here’s an excerpt from the interview: Tobias Carlisle: So for the individual companies, because they’re all on sort of the release schedules, I guess it takes … Read More

One Stock Superinvestors Are Buying Or Holding (12)

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

When Buffett Was A Quant

Johnny HopkinsPodcastsLeave a Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Verdad’s article titled – When Buffett Was A Quant. Here’s an excerpt from the episode: Tobias Carlisle: So, sorry for all of the deep value guys who followed me into deep value and have just … Read More

Owners Of Traditional Sports Franchises Buying Esport Franchises To Capture Disgruntled Millennials

Johnny HopkinsPodcastsLeave a Comment

 During his recent interview with Tobias, Will Hershey, Co-Founder and CEO at Roundhill Investments discussed why Owners Of Traditional Sports Franchises Are Buying Esport Franchises To Capture Disgruntled Millennials. Here’s an excerpt from the interview: Will Hershey: Esports is really global and it’s easy to play. That’s the same reason that … Read More

Steven Romick: Top Buys, Top Sells (Q1 2020)

Johnny HopkinsSteven RomickLeave a Comment

One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Investing From First Principles

Johnny HopkinsPodcastsLeave a Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investing From First Principles. Here’s an excerpt from the episode: Jake Taylor: So, I thought it would be fun and I’m punting a little bit to this week, because I wrote this up at my … Read More

John Hempton: What We Did Wrong In Q1

Johnny HopkinsJohn HemptonLeave a Comment

John Hempton, Founder and CIO at Bronte Capital recently released his Q1 2020 shareholder letter in which he includes an interesting section titled – What We Did Wrong. Hempton says that they missed a great opportunity to generate outsized returns by being too conservative and not taking full advantage when … Read More

Guy Spier: Top 10 Holdings (Q1 2020)

Johnny HopkinsGuy Spier, Top 10 Holdings2 Comments

One 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 their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

(Ep.66) The Acquirers Podcast: Will Hershey – Esports Nerd, Gaming, Esports, And Digital Entertainment

Johnny HopkinsPodcastsLeave a Comment

In this episode of The Acquirer’s Podcast Tobias chats with Will Hershey, Co-Founder and CEO at Roundhill Investments, an investment adviser focused on developing innovative financial products designed to offer exposure to investment themes that appeal to the next generation of investors. During the interview Will provided some great insights into: … Read More

Holding Stocks Is A Superpower!

Johnny HopkinsPodcastsLeave a Comment

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed why Holding Stocks Is A Superpower! Here’s an excerpt from the episode: Bill Brewster: Russo released his letter to shareholders, and I got looking at some of the positions. You just look through like MasterCard, … Read More