Why Warren Buffett Is Buying Energy

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Warren Buffett Is Buying Energy. Here’s an excerpt from the episode: Tobias: Not a fan. Now, he is buying energy. Is that a narrowing of the opportunity set or is that–? What’s the energy … Read More

Tweedy Browne: Price Matters Again

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In their recent interview with Advisor Perspectives, the team at Tweedy Browne explained why price matters again and how the future is bright for value investors. Here’s an excerpt from the interview: Bob Wyckoff: We’ve been through a 10-year period, going back to 2012, that’s been a very tough stretch … Read More

One Stock Superinvestors Are Selling

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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

Trend Following Keeps You Out Of The Waterfall

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … Read More

One Stock Superinvestors Are Buying

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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

Tera-Caps and Tech Outperformance

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More

John Rogers: When To Sell Stocks

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In his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of touched on a little bit. One is the question, stocks get to be expensive. And typically when they’re getting expensive, they’re … Read More