During his recent interview with Excess Returns, Joel Tillinghast discussed three of Peter Lynch’s tenets for successful investing. Here’s an excerpt from the interview: Tillinghast: Three. One consider many possibilities. Cast a wide net. In other words look at a lot of stocks because Peter’s formula was you study 10 … Read More
Mohnish Pabrai: The Power of Holding Great Businesses: Lessons from Ben Graham and Geico
During his recent interview with The Value Perspective, Mohnish Pabrai argues that long-term wealth creation requires holding onto great businesses beyond the point at which they have reached their intrinsic value. He cites Ben Graham’s example of Geico, which Graham owned for many decades and which significantly outperformed the S&P. … Read More
The Undervalued Stock That Superinvestors Are Loading Up On
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
Small Cap Stocks: A Hunting Ground for Opportunities
During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Brewster discussed Small Cap Stocks: A Hunting Ground for Opportunities. Here’s an excerpt from the episode: Bill: Yeah. The other thing your veggies reminded me of a little bit is like– So Peter Mantis is pitching the … Read More
Charles Munger: Ben Graham’s Low-Hanging Fruit vs My Premium Approach
During one of his last interviews with Becky Quick, Charles Munger discussed the evolution of value investing. Ben Graham, a pioneer in value investing, taught that you could find a few good things and stay with them for a very long time. However, as more people tried to do the … Read More
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning
In his letter titled Remembering My Teacher Charlie Munger, Li Lu explains how Charlie Munger believed that virtue, moral responsibility, truth-seeking, and public service are essential qualities for a fulfilling life. He demonstrated these values throughout his life by making money in an ethical manner, pursuing lifelong learning, maintaining a … Read More
Joel Greenblatt – Top 10 Holdings – Latest 13F
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
VALUE: After Hours (S05 E44): Bill Brewster on Elliott activism on Crown Castle, Value vs Growth
In their latest episode of the VALUE: After Hours Podcast Jake Taylor, Tobias Carlisle, and Bill Brewster discuss: Small Cap Stocks: A Hunting Ground for Opportunities Tesla’s $30 Trillion Market Cap: Is It Really Possible? How Peloton Lost Its Cool Factor: A Case Study in Brand Mismanagement Unveiling Investment Truths … Read More
The Microsoft Corp (MSFT) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that are not currently in our screens, Microsoft Corp (MSFT). Profile Microsoft develops and licenses consumer … Read More
10 Big-Name Stocks Near 52-Week Lows: Are They A Buy?
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: Symbol Name Price $ 52 Week Low $ JNJ Johnson … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (12/01/2023)
This week’s best investing news: Howard Marks Talks Legacy of Charlie Munger | Bloomberg Talks (Bloomberg) Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at age 99 (CNBC) Mario Gabelli, Gamco Investors chairman, remembers legendary investor Charlie Munger (CNBC) Charlie Munger’s Life Was About Way More Than Money … Read More
Why Lockheed Martin Corp Is A Buy? Acquirer’s Multiple Stock Screener Analysis
As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s a ‘buy’ based on key fundamentals. One of the cheapest stocks in our Stock Screeners is: Lockheed Martin Corp (LMT) Lockheed Martin is the world’s largest defense … Read More
Real Estate Market Poised for a Return to Rational Underwriting
During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed Real Estate Market Poised for a Return to Rational Underwriting. Here’s an excerpt from the episode: Tobias: What are you most looking forward to over the next few years? Is it a good environment … Read More
Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months
Over the past twelve months ten Large-Cap stocks have underperformed all others. Large-Caps are defined by $10 Billion Market Cap or more. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Symbol Name 1 Year Price Returns (Daily) ENPH Enphase Energy Inc -68.26% ILMN Illumina Inc … Read More
Jeremy Grantham: We Should All Expect Something Pretty Bad This Time
During his recent interview with Nate Hagens, Jeremy Grantham explained why we should all expect something pretty bad this time. Here’s an excerpt from the interview: Grantham: 2000 was another humdinger, bigger and better than 1929, full of absolutely crazy behavior. The housing bubble was very much a housing bubble, … Read More
Howard Marks: The Greatest Lessons From Charles Munger
During his recent interview with Bloomberg, Howard Marks discusses some of the greatest lessons from Charles Munger. Here’s an excerpt from the interview: Marks: Well if you want to hit the long ball you have to be very patient. And when the stock moves up the first 20% you can’t … Read More
This Acquirers Multiple Stock Is Undervalued, According to Dalio, Simons, Griffin
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
The Power of Innovation: How State Farm Grew from a Small Company to a Behemoth
During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, Kagan, and Bennett discussed The Power of Innovation: How State Farm Grew from a Small Company to a Behemoth. Here’s an excerpt from the episode: Jake: [laughs] Yes, I do. So this week, I was in the Midwest … Read More
RIP Charles Munger: I Never Anticipated Getting To $100 Billion From Our Piddly Start
During his recent interview with Becky Quick, Charles Munger explained how he never anticipated getting to $100 Billion from his piddly start with Warren Buffett. Here’s an excerpt from the interview: Munger: I did not really think that we’d ever have one. It would… in the… so many hundreds of … Read More
Mohnish Pabrai: Most Investors Are Too Smart For Their Own Good
During this presentation with YPO Waterloo Austin, Mohnish Pabrai says most humans are not able to stay with their investing program, and are too smart for their own good. Here’s an excerpt from the presentation: Charlie Munger, Warren Buffet’s partner. One of his best quotes is never interrupt compounding unnecessarily. … Read More