(Ep.108) The Acquirers Podcast: Evan Tindell: Expected Value, Value Investing, Poker Pro And MIT Mechanical Engineer

Johnny HopkinsPodcastsLeave a Comment

In this episode of The Acquirers Podcast Tobias chats with Evan Tindell, co-founder of Bireme Capital. During the interview Evan provided some great insights into: Value Investing: Quality At A Reasonable Price Finding The Next ‘LeBron’ Stock From Poker Pro To Value Investor Punishing The Mistakes Of Other Investors What … Read More

Rob Vinall: The Contrarian Gene

Johnny HopkinsRV CapitalLeave a Comment

In his latest letter, Rob Vinall of RV Capital discusses the pros and cons of a contrarian mindset as it relates to investing. Here’s an excerpt from the letter: I happened to have been born with what might be called the contrarian gene. I genuinely enjoy thinking through the other … Read More

Risks And Rewards Of Concentration

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed the Risks And Rewards Of Concentration. Here’s an excerpt from the episode: Tobias: I’ll take it away, because I’ve got the conch and I’m always lazy and I finally prepared something, so here I guess. … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/2/2021

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing news: A History of Boats, Canals & Finance (Jamie Catherwood) A Tiger Can’t Change Its Stripes (Epsilon Theory) Countercyclical Asset Allocation (Verdad) Small-Cap: Much Ado About Quality (Marquette) Pershing Square Holdings, Ltd. 2020 Annual Report (Pershing) Interest Rates and Stock Prices: More than meets the … Read More

Cliff Asness: Run Your Process Like A Vulcan

Johnny HopkinsCliff AsnessLeave a Comment

In a recent interview with Front Row, Cliff Asness discussed the difficulty of sticking with your process, keeping staff and clients, and controlling your emotions, when your strategy is underperforming. Here’s an excerpt from the interview: Asness: I am very proud of the fact that as much as I can … Read More

Company Bailouts

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Company Bailouts. Here’s an excerpt from the episode: Jake: I guess, I would prefer the world to look more nature looks like, where systemic problems get cleared more regularly and instead, we sweep them all … Read More

One Stock Superinvestors Are Buying Or Holding

Johnny HopkinsStock ScreenerLeave a Comment

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

Airlines At Ludicrous Speed

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Airlines At Ludicrous Speed. Here’s an excerpt from the episode: Tobias: Well, this is my topic. Let’s jump into what I was going to talk about. I saw a tweet today that said the Jets, … 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

Testosterone In Investing

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Testosterone In Investing. Here’s an excerpt from the episode: Jake: This week, we’re going to be talking about testosterone in investing. Bill: This is good on the back of talking about punting. It’s a good … Read More

Bill Ackman: PSH Is Not A Conglomerate Like Berkshire

Johnny HopkinsBill AckmanLeave a Comment

In his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter: In this year’s Berkshire Hathaway annual letter, Warren Buffett writes about the “terrible reputation” that has been “earned” by conglomerates. He explains that this … Read More

Mark Leonard: How About A Thought Experiment

Johnny HopkinsMark LeonardLeave a Comment

In his 2015 letter to shareholders, Mark Leonard posed the following thought experiment: How about a thought experiment? Assume attractive return opportunities are scarce and that you are an excellent forecaster. For the same price you can purchase a high profit declining revenue business or a lower profit growing business, … Read More

David Abrams Top 10 Holdings (Q4 2020)

Johnny HopkinsDavid AbramsLeave a Comment

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