Tom Gayner: What Makes Warren Buffett Great

Johnny HopkinsTom GaynerLeave a Comment

In this interview with The World According To Boyar Podcast, Tom Gayner discusses what makes Warren Buffett great, having spent time with him as a board member of The Washington Post. Here’s an excerpt from the interview: Gayner: I’ve been very fortunate in that I started going to Omaha back … Read More

Biggest Surprises Of 2022

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s change directions a little bit. Good one from Samson. “What surprised you the most in 2022??” I think that’s a good one. We … Read More

One Stock Superinvestors Are Buying

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

60% Forward Returns For Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I just went through it. There’s a few sites to look at. AQR, Cliff had a post dated 31 December. They have market … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem”  (Jamie Catherwood) Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg) Inside the High-Yield Spread (Verdad) What if Tesla Is…Just a Car Company? (WSJ) Mastering the Mental … Read More

Bill Miller Shorts Tesla

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson says that Bill Miller has a short on Tesla. That’s very un-Bill Miller like, isn’t it? Bill: Oh, I heard Bill Miller’s portfolio is really … Read More

ARKK Flat For Past 5 Years

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is another thing we were talking about before we came on, but do you think that the flows to something like … 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