VALUE: After Hours (S07 E22): David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinum

Johnny HopkinsValue Investing PodcastLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuation Distortions Why the Bull Case Was So Powerful The Bear Case: What Happens When the Tailwinds Reverse Michael Green, Flows, and the … Read More

VALUE: After Hours (S07 E21): Buffett’s Cognitive Altitude and the Value of Going Deep

Johnny HopkinsStock Screener, Value Investing PodcastLeave a Comment

During their recent episode, Taylor, Carlisle, and Chris Waller discussed Buffett’s Cognitive Altitude and the Value of Going Deep. Here’s an excerpt from the episode: Jake: Yes. All right. So, imagine you’re looking at Earth from space and from that vantage, it’s all these majestic swirls of blue and green … Read More

Jeremy Siegel: S&P 500 All-Time Highs Are a Foregone Conclusion

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During his recent interview with Bloomberg it’s clear that Professor Jeremy Siegel sees opportunity ahead. Despite headlines dominated by geopolitical risks and inflation fears, Siegel believes investors may be overlooking a powerful upward trend. “I think the tendency is definitely up, that the trend is up.” The recent ceasefire news … Read More

Howard Marks Trims the Fat: Top 5 Biggest Stock Reductions

Johnny HopkinsHoward Marks1 Comment

Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the most recent quarter, Howard Marks significantly reduced several positions in his public equity portfolio. These reductions may reflect a reassessment of risk, valuation, … Read More

Ray Dalio: Bubbles, Busts, and Beautiful Deleveraging

Johnny HopkinsRay DalioLeave a Comment

As investors, we often think in terms of opportunity. But Ray Dalio reminds us that cycles—especially debt cycles—shape those opportunities more than most realize. In his book Principles for Navigating Big Debt Crises, Dalio writes, “Credit is the giving of buying power. This buying power is granted in exchange for … Read More

Ken Fisher Exposes the Truth Behind Taxes and Stock Market Moves

Johnny HopkinsKen Fisher

Ken Fisher has a message for investors who think tax cuts automatically boost stocks: “Everybody thinks this, but I show you it’s really not like that in the marketplace of stocks or bonds or capital markets.” In his latest Debunkery chapter, Fisher tackles Bunk #36—the persistent belief that “Stocks Love … Read More

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

Johnny HopkinsFREE U.S Large Cap Stock ScreenerLeave a Comment

Analysis of This Week’s FREE U.S. Large-Cap Stock Screener As part of our ongoing series at The Acquirer’s Multiple, we’re providing a detailed breakdown of this week’s FREE U.S. Large-Cap Stock Screener, including an overview, sector performance, and key observations. Top Value Stocks (Lowest Acquirer’s Multiple) These stocks are trading … Read More

Jim Chanos: The Fall of Tech Body Shops

Johnny HopkinsJames ChanosLeave a Comment

When it comes to spotting market illusions, Jim Chanos has made a career out of betting against them. Speaking at the 2025 Forbes Iconoclast Summit, the legendary short-seller didn’t hold back. “It’s been a great day for you. Given what’s going on with Tesla. I know you’re short Tesla.” His … Read More

Cliff Asness: Why Markets Have Gotten Less Efficient

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During his recent interview with the Stigler Center, Cliff Asness, founder of AQR Capital Management, diagnosed the current state of markets saying. “Markets are assuredly not perfectly efficient,” channelling his mentor Gene Fama, but he warns they’ve grown “prone to bouts of extreme inefficiency.” Asness points to two glaring examples: … Read More

Superinvestor Moves: Berkshire Hathaway – Class B (BRK.B) – Tracking Top Investor Activity Last Quarter

Johnny HopkinsGuru PortfoliosLeave a Comment

Data from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Berkshire Hathaway Inc. Class B (BRK.B). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Joel Greenblatt, and Guy Spier. As part of our ongoing series, we’re breaking down quarterly activity … Read More