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 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

Bill’s Big Bet $QRTEA v $ZM

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Bill’s Big Bet $QRTEA v $ZM. Here’s an excerpt from the episode: Bill: I’ll probably talk about this bet that I’m getting my butt kicked in already. [laughter] Tobias: You never go value. Jake: Yeah. … Read More

Naval’s Thoughts On How To Get Lucky

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During his recent interview with Tobias, Eric Jorgenson, author of The Almanack Of Naval Ravikant discussed Naval’s thoughts on How To Get Lucky. Here’s an excerpt from the interview: Tobias: Yeah, that’s good. I like that. My favorite part of Naval’s tweetstorms– and I think it started off like this … Read More

(Ep.83) The Acquirers Podcast: Eric Jorgenson – Navalmanack: Naval Ravikant’s Almanack, And His Lessons On Wealth, And Happiness

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In this episode of The Acquirers Podcast Tobias chats with Eric Jorgenson. He’s the author of The Almanack Of Naval Ravikant, a collection of everything that Naval Ravikant has written. During the interview Eric provided some great insights into: Naval’s Thoughts On: How To Get Lucky Building Wealth Building Specific … Read More

Druckenmiller Protege Beeneet Kothari: The Two Biggest Lessons I Learned From ‘The Druck’

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Here’s a great interview with Beeneet Kothari on Real Vision with Chris Alexander. During the interview Kothari discusses the two biggest lessons he learned from investing legend Stanley Druckenmiller, when he was portfolio manager at Duquesne Capital. Here’s an excerpt from the interview: CHRIS ALEXANDER: What’s your average holding period? … Read More

Warren Buffett Buys Japan

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett Buys Japan. Here’s an excerpt from the episode: Tobias: So, Buffett’s bought five of these Japanese trading conglomerates. The yield on them is between almost 6% and the lowest is at 3.25%. And … Read More

VALUE: After Hours (S02 E35): Warren Buffett Buys Japan, Bill’s Big Bet, RJR RuBisCO, Buffett Indicator

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Warren Buffett Buys Japan Bill’s Big Bet $QRTEA v $ZM RuBisCO – Suboptimal Environments That Remain Unchanged The Buffett Indicator Theil’s 10x Technology Rule Passing On Seth Klarman Internet Tax Investors Should Read John Malone’s … Read More

Insider Trades With A Catalyst

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During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed Insider Trades With A Catalyst. Here’s an excerpt from the interview: Scott: Yeah, we’ve evolved over time from philosophy, being the lowest price to book, debt to cap manager. I’ve always had a huge focus on insider … Read More

Investment Spandrels

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Investment Spandrels. Here’s an excerpt from the episode: Jake: All right, veggie time. In architecture, imagine a doorway and imagine then an arch that sort of connects that doorway. And it creates two little triangles … Read More

Using Freedom of Information Requests To Find Red Flags

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During his recent interview with Tobias, Scott Jackson, CIO at Ravenwood Capital Management discussed how he uses Freedom of Information Requests To Find Red Flags. Here’s an excerpt from the interview: Tobias: How are you identifying the weakness in the internal controls? You looking for that particularly in the auditor’s report? … Read More

One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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