In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: AQR – Is (Systematic) Value Investing Dead? Baumol’s Cost Disease If You’re Confused Right Now, You’re Not Alone This Time Is Different! Berkshire’s Going To Do Better Than The S&P 500 Over The Next Decade … Read More
Why Buffett Was So Somber At The Meeting
During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Why Buffett Was So Somber At This Year’s Meeting. Here’s an excerpt from the interview: Tobias Carlisle: Well, let’s talk about that a little bit and I’m going to tie this into your biggest position which … Read More
Chris Davis: The Most Exciting Types Of Businesses In This Environment
Here’s a great interview with Chris Davis of Davis Advisors on the Meb Faber podcast discussing a number of topics including finding opportunities in the current environment, saying: “As Human Beings, We Don’t Welcome Fear And Panic…As Investors, We Welcome The Bargain Prices That Those Emotions [Tend To] Produce”. During … Read More
Michael Burry: Top 10 Holdings (Q1 2020)
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
One Stock Superinvestors Are Buying Or Holding (13)
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
Buffett Worried $137 Billion Is Not Enough
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Is Worried That $137 Billion Is Not Enough. Here’s an excerpt from the episode: Tobias Carlisle: How did you take the news that they hadn’t done much in the way of buybacks … Read More
Berkshire – Shrinking Its Way To Profitability
During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed Berkshire – Shrinking Its Way To Profitability. Here’s an excerpt from the interview: Chris Bloomstran: We really haven’t had to whack the machete that much a lot of it is more of a scalpel. If you … Read More
Seth Klarman: Top Buys, Top Sells (Q1 2020)
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
No Stimmy For Berkshire Companies
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed No Stimmy For Berkshire Companies. Here’s an excerpt from the episode: Jake Taylor: Yeah. What did you think about no stimmy at all for any Berkshire companies? Tobias Carlisle: I mean I kind of admire … Read More
The Unappreciated Brilliance Of The Gen Re Transaction
During his recent interview with Tobias, Christopher Bloomstran, President and CIO of Semper Augustus Investments Group discussed The Unappreciated Brilliance Of The Gen Re Transaction. Here’s an excerpt from the interview: Tobias Carlisle: Yeah, I couldn’t agree more. That was the first time I’ve ever bought Berkshire was on the 20th of … Read More
Is value a value trap?
Is value a value trap? Is the strategy itself destined to lose ground to the market while it gets cheaper, forever? The theory of value is simple. Stock prices drift away from underlying values in the short term, and drift back towards underlying values in the long term. When the … Read More
Warren Buffett: Top 10 Holdings (Q1 2020)
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.67) The Acquirers Podcast: Christopher Bloomstran – Tulip Mania, Berkshire, Buffett And Long-Term Compounding
In this episode of The Acquirer’s Podcast Tobias chats with Christopher Bloomstran, President and CIO of Semper Augustus Investments Group, a fundamental, value-driven firm that manages concentrated equity portfolios of well-run, well-capitalized businesses. During the interview Chris provided some great insights into: Berkshire – Shrinking It’s Way Back To Significant … Read More
Seth Klarman: Top 10 Holdings (Q1 2020)
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
Stock In Focus – TAM Stock Screener – Gravity Co. Ltd (NASDAQ: GRVY)
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 Gravity Co., Ltd. (NASDAQ: GRVY) Gravity Co Ltd is an … Read More
Ted And Todd Couldn’t Find Anything To Buy In March
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Ted And Todd Couldn’t Find Anything To Buy In March. Here’s an excerpt from the episode: Tobias Carlisle: I got a good comment on the screen here, is it funny that Ted and Todd … Read More
This Week’s Best Investing Articles, Research, Podcasts 5/15/2020
Here’s a list of this week’s best investing reads: What Have We Learned Here? (Collaborative Fund) What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense) tHe sToCk MarKeT is iGnorInG tHe rEaL EcONomY (The Reformed Broker) Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double … Read More
Michael Mauboussin: Maximize Your Opportunities With Position Sizing
Yesterday we provided an excerpt from a Stanley Drukenmiller interview in which he discussed the importance of sizing your position in an investment, when you think you’re right. Following on that theme, back in 2006 Michael Mauboussin wrote a great paper titled – Size Matters, in which he also discussed … Read More
TAM Stock Screener – Stocks Appearing In Greenblatt, Dalio, Simons 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, … Read More
VALUE: After Hours (S02 E19): Bumper Buffett BRK.A BRK.B Berkshire Hathaway Bull Session
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Buffett Shows His Genius Through This Crisis Berkshire’s Ted And Todd Couldn’t Find Anything To Buy In March No Stimmy For Berkshire Companies Buffett Worried $137 Billion Is Not Enough Why Did Buffett Bring Up … Read More