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- This Week’s Best Value Investing News, Research, Podcasts 6/18/2021This week’s best investing news: The Golden Constant (Verdad) “Yay, Stock Buybacks!” (Epsilon Theory) Investment Styles and Personality Type (Validea) Oaktree’s Marks Sees Oppor…
- Lee Ainslie’s Top 10 Holdings (Q1 2021) – Big Bet On Coupang IncOne 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 the…
- Bruce Greenwald: The Qualitative Characteristics Of Good ManagementIn his latest interview with Ironhold Capital, Bruce Greenwald discussed the qualitative characteristics of good management, and how to quantify those factors. Here’s an excerpt…
- This Acquirers Multiple Stock Is Appearing In Marks, Ainslie, Druckenmiller PortfoliosPart 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 th…
VALUE: After Hours (S03 E23): Qurate $QRTEA, Lumber, Formula One FWONA, Crypto, Meme StonksIn this episode of the VALUE: After Hours Podcast, Mike Mitchell, Bill Brewster, and Tobias Carlisle chat about: Taking Big Swings Management: The Most Important Factor In Inves…
Value, Size & QualityIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Value, Size & Quality. Here’s an excerpt from the episode: Tobias: I’m sorry …- Paul Tudor Jones: On Meme Stock Traders & The Meme Stock PhenomenonIn his latest interview on CNBC, Paul Tudor Jones was asked what he thought about meme stock traders and the meme stock phenomenon. Here’s an excerpt from the discussion: Host: …
- Charles Munger: Why Warren Buffett Is Selling Wells Fargo And I’m NotEarlier this year during the DJCO Annual Meeting, Charles Munger discussed the reasons why Warren Buffett was selling Wells Fargo stock, and he was not. Here’s an excerpt from t…
- One Stock Superinvestors Are Buying Or HoldingAs 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 S…
- The Healthcare TapewormIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed The Healthcare Tapeworm. Here’s an excerpt from the episode: Jake: So, health…
- One Stock Superinvestors Are SellingAs 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 Sc…
- John Rogers: We Are In The Second Innings Of A Long Value CycleIn his recent interview with Kiplinger’s, John Rogers explains why value is making a comeback, and why he believes we are only in the second innings of a long value cycle. Here’…
- Mario Gabelli: John Malone Is The Tiger Woods Of Financial EngineeringIn his latest interview on The World According To Boyar Podcast, Mario Gabelli discussed a number of topics including why he believes John Malone is the Tiger Woods of financial…
- The White-Hot Housing MarketIn their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Is The White-Hot Housing Market. Here’s an excerpt from the episode: Tobias: …
- Michael Burry: The Deleterious Effect Of Permanent Capital Loss On Portfolio Returns Cannot Be OverstatedIn his 2000 Shareholder Letter, Michael Burry provided a simple example of the deleterious effect of permanent capital loss on portfolio returns. Here’s an excerpt from the lett…
- VALUE: After Hours (S03 E22): Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and QualityIn this episode of the VALUE: After Hours Podcast, Jake Taylor, Mike Mitchell, and Tobias Carlisle chat about: Lumber & The White-Hot Housing Market Value, Size & Quality The He…
- Jim Simons’ Top 10 Holdings (Q1 2021)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 the…
- Mark Leonard: Opportunities – Bring Out Your Sick, Your Tired, Your Ill, And We’ll Have A LookDuring his latest Annual General Meeting, Constellation’s Mark Leonard discussed how he goes about finding opportunities in which to invest. Here’s some excerpts from the call: …