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Warren Buffett Further Increases His Stake In Bank Of America Corp ($BAC)According to his latest Form 4, dated 07/27/2020, Warren Buffett has further increased his stake in Bank of America by 7,807,700 shares, at an average price of $24.073, totallin…- Vitaliy Katsenelson: Value Investors Will Prosper When The Party EndsIn a recent interview with Jack and Justin on the Excess Returns Podcast, Vitaliy Katsenelson provided some great insights into what it’s like to be a value investor in today’s …
(Ep.77) The Acquirers Podcast: Nate Tobik – Odd Ball, Of-The-Run Stocks, Lego And Bank DataIn this episode of The Acquirers Podcast Tobias chats with Nate Tobik. He’s the founder of CompleteBankData, author of The Bank Investor’s Handbook, and he writes about deep val…- Stock In Focus – TAM Stock Screener – Propetro Holding Corp (NYSE: PUMP)As part of a new series here at The Acquirer’s Multiple, we’re providing a new feature called ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One …
Warren Buffett Pulled Off The Greatest Trade EverDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed how Warren Buffett Pulled Off The Greatest Trade Ever. Here’s an excerpt …- This Week’s Best Investing Articles, Research, Podcasts 7/24/2020Here’s a list of this week’s best investing reads: The Bubble 500 (Verdad) The Greatest Danger Investors Face (A Wealth of Common Sense) Securitization & Markets (Jamie Catherwo…
Bill Miller: Opportunity Equity Portfolio – Best Quarter Ever – Up 47% (Net of Fees)This week Miller Value reported in their Q2 2020 Letter that the Miller Opportunity Equity Portfolio returned +47.0% (net of fees) saying: “It was the best of times, it was the …- VALUE: After Hours (S02 E29): Buffett’s Got The Greatest Trade Ever, $WFC WTF, Investor PersonalitiesIn this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Warren Buffett Pulled Of The Greatest Trade Ever $WFC WTF Finding Your Fundamental …
Sexing Chicks And World War 2 SpottingDuring his recent interview with Tobias, Mike Puangmalai, owner of The NonGaap Newsletter discussed Sexing Chicks And World War 2 Spotting. Here’s an excerpt from the interview:…- One Stock Superinvestors Are Buying Or Holding (22)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 Sc…
Sequoia Fund: Top 10 Holdings (Q2 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 the…- Rich Pzena: The True Performance Of Value Investing Should Be Measured Over A Variety Of EndpointsIn his latest Q2 2020 Market Commentary Rich Pzena urges investors to consider the performance of value investing over a variety of endpoints, rather than just the recent past, …
- Tweedy Browne: Value Investing Will Continue To ThriveIn a recent interview with Advisor Perspectives the team at Tweedy Browne discussed why they believe value investing will continue to thrive. Here’s some excerpts from the inter…
- TAM Stocks Included In Greenblatt, Dalio, Rogers 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…
The Wide Value SpreadDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Wide Value Spread. Here’s an excerpt from the episode: Tobias: All ri…- Companies Will “Spring Load” And “Bullet Dodge” Equity Grants To Benefit InsidersDuring his recent interview with Tobias, Mike Puangmalai, owner of The NonGaap Newsletter discussed how Companies Will “Spring Load” And “Bullet Dodge” Equity Grants To Benefit …
- The Dark Arts Of Corporate Governance During his recent interview with Tobias, Mike Puangmalai, owner of The NonGaap Newsletter discussed The Dark Arts Of Corporate Governance. Here’s an excerpt from the interview…
- Cheap Bank StocksDuring their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Cheap Bank Stocks. Here’s an excerpt from the episode: Bill: I don’t know…