Introducing The Acquirers Podcast

Tobias CarlislePodcasts6 Comments

We’re launching a new podcast called The Acquirers Podcast. It’s about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We’re going to uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. We’ll be publishing the first … Read More

This Week’s Best Investing Reads 3/8/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Stormtrooper Problem: Why Thought Diversity Makes Us Better (Farnam Street) How The Buffett Yardstick Shows Both ‘Sky-High’ Stock Market Valuations And Investor Sentiment (The Felder Report) The Worst Entry Point in Stock Market History? (A Wealth of Common Sense) Summary Edition Credit … Read More

Aswath Damodaran: Do Not Invest In Companies That Try To Achieve Growth Through Acquisition

Johnny HopkinsAswath Damodaran, Investing StrategyLeave a Comment

Here’s a great article by Aswath Damodaran in which he warns investors who are considering investing in companies that use acquisitions as part of their growth strategy, saying: “If you look at the collective evidence across acquisitions, this is the most value destructive action a company can take.” Here’s an … Read More

Joel Greenblatt – If You Do Good Valuation Work The Market Will Agree With You Eventually

Johnny HopkinsInvesting Strategy, Joel GreenblattLeave a Comment

Here’s a great recent interview with Joel Greenblatt at CNBC discussing value investing and the one promise that he makes to his new value investing students at Columbia University, saying: We value businesses like we’re a private equity firm. That’s what stocks are. They’re not pieces of paper that bounce … Read More

Warren Buffett: Stocks – What Else In The World Don’t You Like To Buy Cheaper Than You’re Paying The Day Before?

Johnny HopkinsInvesting Strategy, Warren BuffettLeave a Comment

Here’s a great recent interview with Warren Buffett at CNBC discussing a number of topics including his value investing mindset. Here’s an excerpt from the interview: BECKY QUICK: I know you’re like Dr. Spock. You’re completely emotionless, when it comes to dealing with market moves. But is there any part … Read More

This Week’s Best Investing Reads 3/1/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: Cherish Your Exceptions (A Wealth of Common Sense) An Investment Approach That Works (Farnam Street) Don’t Dismiss The Dire Message From ‘The Index Of The Volume Of Speculation’ (The Felder Report) Numbers Are Not Reality (The Irrelevant Investor) How to follow the economy (The … Read More

This Week’s Best Investing Reads 2/22/2019

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing reads: The Distrust of Intellectual Authority (Farnam Street) First Mover Alpha (A Wealth of Common Sense) Un-Complicating Investing (The Irrelevant Investor) Problematic (The Reformed Broker) Under the Influence (Humble Dollar) Charlie Munger on Elon Musk (The Daily Journal Annual Meeting 2019) (Youtube) Howard Marks, CFA: Getting the Odds on Your Side (CFA … Read More