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This Week’s Best Value Investing News, Podcasts, Interviews (8/12/2022)This week’s best investing news: Legendary investor Howard Marks on markets, economy and carried interest (CNBC) Berkshire Hathaway Q2 2022 Report (BH) Betting Against Expensive…
Buy Now/Pay Later Looks Great In A Healthy EconomyIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Buy Now/Pay Later Looks Great In A Healthy Economy. Here’s an excerpt from the ep…
This Acquirers Multiple Stock Appearing In Icahn, Dalio, Simons 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…
Jake Taylor: Which Type Of Investor Are You?In his latest shareholder letter, Jake Taylor asks the question in a quick quiz – Which Type Of Investor Are You? Here’s an excerpt from the letter: Would you rather be associat…- Terry Smith: We Still Haven’t Reached The ‘Capitulation Phase’In his recent interview with the Master Investors podcast, Terry Smith explained why we still haven’t reached the ‘capitulation phase’. Here’s an excerpt from the interview: Smi…
- Market Sentiment Indicates We’re Close To The BottomIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Market Sentiment Indicates We’re Close To The Bottom. Here’s an excerpt from the …
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…- Tom Gayner: How We Think About Capital AllocationIn his recent Q2 2022 Earnings Call, Tom Gayner provided his insights on how he thinks about capital allocation. Here’s an excerpt from the call: Gayner: The pace and amount of …
- Bill Nygren: Why This ‘Recession’ Is DifferentIn his recent interview on CNBC, Bill Nygren explained why this ‘recession’ is different. Here’s an excerpt from the interview: Nygren: We’ve had two quarters of down GDP. In th…
- What’s Driving High ROE In Value Stocks?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss What’s Driving High ROE In Value Stocks?. Here’s an excerpt from the episode: Tob…
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…- Tom Russo: Invest In Companies Where The Customer Doesn’t Believe There’s An Adequate SubstituteIn his recent interview with WealthTrack, Tom Russo explains why he invests in companies where the customer doesn’t believe there is an adequate substitute. Here’s an excerpt fr…
- Jim Rogers: The One Place You Want To Be Investing In Periods Of High InflationIn his recent interview with Bloomberg Live, Jim Rogers says there’s only one place where you want to be invested in periods of high inflation. Here’s an excerpt from the interv…
- Why Are 60/40 Portfolios Underperforming?In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Why Are 60/40 Portfolios Underperforming?. Here’s an excerpt from the episode: Ti…
- David Einhorn: Invest In Companies That Are Buying Back Stock During Bear MarketsIn his latest Q2 2022 Letter, David Einhorn discusses why investors should invest in companies that are buying back stock during bear markets. Here’s an excerpt from the letter:…
- Howard Marks: Investors Should Search For Bargains In The ‘Uninvestable’ PileIn his recent interview with CNBC, Howard Marks explains why investors should search for bargains in the ‘uninvestable’ pile. Here’s an excerpt from the interview: Marks: I made…
Terry Smith – Top 10 Holdings – Latest 13F – New Buys ADBE, MTD, SABR, CGNX, WINGOne 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…- The Market’s Imperfect Discounting MechanismIn their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode:…