Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Do Fundamentals Matter?
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Do Fundamentals Matter?. Here’s an excerpt from the episode: Tobias: Yeah, he’s heard it. I’ve told him this one before. Is systematic value dead? Cliff Asness from AQR has a post on it. The post accompanies the … Read More
Successfully Investing Using William O’Neil’s CAN SLIM® Investing System
During his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Successfully Investing Using William O’Neil’s CAN SLIM® Investing System. Here’s an excerpt from the interview: Paul: Then what happened was, eight years into construction and just breaking my back and hating getting up in the morning to … Read More
$UAL Secures A $5 Billion Loan Using Its Frequent Flyer Miles
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $UAL Secures A $5 Billion Loan Using Its Frequent Flyer Miles. Here’s an excerpt from the episode: Bill: I’m going to steal the next segment because I actually think this is an interesting– I think … Read More
Finding Multi-Baggers In Micro-Cap Stocks
During his recent interview with Tobias, Paul Andreola, Founder and Editor at Small Cap Discoveries discussed Finding Multi-Baggers In Micro-Cap Stocks. Here’s an excerpt from the interview: Tobias: It happened like more than a decade ago now, but it’s been a long time between drinks with deep value guys. Tell me a little … Read More
Bill Miller: A Lesson From George Soros On The So-Called ‘Disconnect’ Between Current Stock Levels And The Real Economy
In his Q2 2020 Market Commentary Bill Miller discussed the so-called ‘disconnect’ between current stock levels and the real economy saying there is no evidence to support such a view based on historical evidence, and citing a lesson he learnt from George Soros back in 2008. Here’s an excerpt from … Read More
Charlie Munger: We Like Businesses That Stand A Lot Of Mismanagement But Don’t Get It
Earlier this year at the Redlands Forum Charlie Munger spoke about a number of topics including what makes a great business for investment. Here’s an excerpt from the interview: Q: I have a question. As you have acquired many companies, you and Warren together in your career, you’ve looked at … Read More
(Ep.75) The Acquirers Podast: Paul Andreola – Canada Micro – Public And Private Investing, Small And Micro, And Tech
In this episode of The Acquirers Podcast Tobias chats with Paul Andreola, Founder and Editor at Small Cap Discoveries, and he’s currently ranked number one in the MicroCapClub. During the interview Paul provided some great insights into: Finding Multi-Baggers In Micro-Cap Stocks Successfully Investing Using William O’Neil’s CAN SLIM® Investing … Read More
Bill Nygren: High P/E Stocks Like Alphabet And Facebook Are ‘Value Stocks’
In his latest Q2 2020 market commentary Bill Nygren provided some great insights into his definition of ‘value stocks’ and the reasons why stocks with high P/E’s like Alphabet and Facebook can be considered value stocks. Here’s an excerpt from his commentary: Many strategists now claim that “value looks cheap … Read More
Stock In Focus – TAM Stock Screener – ManpowerGroup Inc. (NYSE: MAN)
As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is ManpowerGroup Inc. (NYSE: MAN). ManpowerGroup is one of the largest … Read More
Ghost Town Economics
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Ghost Town Economics. Here’s an excerpt from the episode: Jake: This one is a little town called Bodie, California, B-O-D-I-E. A couple summers ago, I took the family on a little RV trip and we … Read More
This Week’s Best Investing Articles, Research, Podcasts 7/10/2020
Here’s a list of this week’s best investing reads: Explaining the 2020 Stock Market (A Wealth of Common Sense) An American History (Jamie Catherwood) Lots of Things Happening At Once (Collaborative Fund) Growth’s Edge Over Value May Finally Be Nearing Its End (Barron’s) Up and Down (The Irrelevant Investor) Will Deficit Spending Lead to Inflation? … Read More
David Abrams: The Great Illusion Of The Stock Market
In David Abram’s Introduction to Part VII of Security Analysis: Sixth Edition he provided a warning for investors who believe it’s easy to make money in the stock market. This is particularly relevant today when we see such a disconnect between stock prices and fundamentals. Here’s an excerpt from the … Read More
One Stock Superinvestors Are Buying Or Holding (20)
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
VALUE: After Hours (S02 E27): Ghost Town Economics, $UAL Mileage Bonds, Do Fundamentals Matter?
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Ghost Town Economics The Problem With $UAL Securing A New $5 Billion Loan Using Its Frequent Flyer Program Do Fundamentals Matter? Is Value Dead Because Of Winner-Take-All Industries The Facebook Boycott And Virtue Signalling Physical … Read More
A Correlation Between Value Investing And Interest Rates
During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed A Correlation Between Value Investing And Interest Rates. Here’s an excerpt from the interview: Tobias: Last question, and it’s in relation to the value and rates paper. This is a prevailing narrative that one of the reasons that value is not … Read More
Warren Buffett: Why Utility Businesses Make Good Investments
It’s no surprise that Warren Buffett recently agreed to buy Dominion Energy’s natural gas assets in a $10 billion deal. Back in 1998, in a lecture at the University of Florida School of Business, he was asked specifically about his thoughts on utility businesses. Here’s his response: Well I’ve thought … Read More
TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Einhorn Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
How Would A Young Warren Buffett Invest Today?
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed How Would A Young Warren Buffett Invest Today? Here’s an excerpt from the episode: Tobias: Got a good question. Got a Superchat. So, the question was, Buffett gets a million dollars. What does Buffett do to … Read More
Does Price-To-Book Still Work?
During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discussed Does Price-To-Book Still Work? Here’s an excerpt from the interview: Tobias: I wonder if I could just take you through, from your colleague’s paper Israel, Lawson, and Richardson. They identify five of these arguments and then they deal with each one … Read More