During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed The Future For Value Investing. Here’s an excerpt from the interview: Tobias: You’re a deep-value guy in the mid-cap space. It’s been a mixed bag for deep value and for value in the States … Read More
Jeremy Grantham: This 4th Largest Bubble Of All Time Will Have A Shockingly Painful End
In his latest piece titled – Waiting For The Last Dance, Jeremy Grantham discusses why he believes we are in the late stage of this bubble, which he says, “will be recorded as one of the great bubbles of financial history, right along with the South Sea Bubble, 1929, and … Read More
Bill Miller: The Rotation To Value Is Underway
In his recent Q4 2020 Market Commentary, Bill Miller discusses his thoughts on market forecasting, bitcoin, and why he believes the rotation to value is underway. Here’s an excerpt from the commentary: As Sir John Templeton said, “Bull markets are born in pessimism, grow on skepticism, mature on optimism, and … Read More
Is $TWTR Mr Market?
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Is $TWTR Mr Market?. Here’s an excerpt from the episode: Jake: This is a good question to follow up. Is Twitter Mr. Market or not? Bill: Oh, yeah. I don’t know, man. Kind of, I … Read More
One Stock Superinvestors Are Buying Or Holding
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
Never Rebalance & Rarely Trim
During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Never Rebalance & Rarely Trim. Here’s an excerpt from the interview: Tobias: Okay, that makes sense. You’ve got a position in the portfolio, it grows pretty rapidly relative to the rest of the … Read More
What To Do If Value Sucks For The Next 10 Years
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed What To Do If Value Sucks For The Next 10 Years. Here’s an excerpt from the episode: Tobias: It’s a good one for you, Jake. What do we do if value sucks for the next … Read More
One Stock Superinvestors Are Selling
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
Rob Arnott: Right Now You Want To Be A Value Investor Before The Train Leaves The Station
In a recent panel discussion, which featured as a keynote at the Spark Disruptors Conference, Rob Arnott discussed why right now you want to be a value investor before the train leaves the station. Here’s an excerpt from the discussion: We did some analysis recently in which we showed that … Read More
Analyzability – Triaging Your Best Ideas
During his recent interview with Tobias, Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management discussed Analyzability – Triaging Your Best Ideas. Here’s an excerpt from the interview: Andrew: It’s iterative process. I like to do triage. There’s some things that look good on the screen. After a little bit … Read More
Lawrence Cunningham: Why Buffett Is Impossible To Replicate
In his recent interview with Stig and Trey on The Investors Podcast, Lawrence Cunningham discusses the virtues and skills that make Warren Buffett impossible to replicate. Here’s an excerpt from the interview: Trey Lockerbie: So Lawrence, I want to start by talking about Warren Buffett the man, right? We know … Read More
Dan Loeb Top 10 Holdings (Q3 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.96) The Acquirers Podcast: Andrew Wellington – Lyrical Value: Deep Value, Quality, Analyzability, And Value Traps
In this episode of The Acquirers Podcast Tobias chats with Andrew Wellington, Co-Founder and Managing Partner at Lyrical Asset Management. During the interview Andrew provided some great insights into: Analyzability – Triaging Your Best Ideas Never Rebalance & Rarely Trim! The Future For Value Investing How To Truly Diversify Your … Read More
Stock In Focus – TAM Stock Screener – Lakeland Industries, Inc. (NASDAQ: LAKE)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘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 Lakeland Industries, Inc. (NASDAQ: LAKE). Lakeland Industries Inc manufactures and … Read More
Baby Carrots-Zugzwang
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Baby Carrots-Zugzwang. Here’s an excerpt from the episode: Jake: With the popularity of the Queen’s Gambit and chess apparently is all the rage right now, I thought it’d be fun to take a concept out … Read More
This Week’s Best Value Investing News, Research, Podcasts 12/31/2020 (Seasons Greetings!!!)
Here’s a list of this week’s best investing news: A Historic Year (Jamie Catherwood) Bill Ackman Has Had Another Blockbuster Year. His Fund Is Still Cheap (Barron’s) Charlie Munger on disruption and technology (Morningstar) Cathie Wood Sees 20% Returns After ‘Unbelievable’ 2020 (ARK) Dalio Sees Soaring Asset Prices and ‘Flood of Money’ … Read More
Acquirer’s Multiple Stock $ABC Appearing In Dalio, Simons, Grantham 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, Ray Dalio, … Read More
VALUE: After Hours (S02 E51): 2020 Year In Review, Baby Carrots-Zugzwang, Twitter Crowdsourcing
In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Baby Carrots-Zugzwang The Future For Value Investing Is Twitter Mr Market? Investing Model Deviations Last 5 Years Short & Long Term Investors Can Both Be Right Mark Leonard & $CSU.TO Buffett & $SNOW The ARK … Read More
One Stock Superinvestors Are Buying Or Holding
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
Stock Market Operators
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stock Market Operators. Here’s an excerpt from the episode: Bill: I don’t know. Something that you said that when we talked that, you wanted to be more of like an industrialist investor and not as … Read More