Carl Icahn: Corporate America Only Has Itself To Blame

Johnny HopkinsCarl IcahnLeave a Comment

During his recent interview with The Forbes Iconoclast Summit, Carl Icahn explained why Corporate America only has itself to blame. Here’s an excerpt from the interview: Icahn: One of the major problems I think, and nobody’s blamed them, but it’s Corporate America. It’s the CEOs, rubber stamp boards, and the money … Read More

Ray Dalio – Top 10 Holdings – Latest 13F

Johnny HopkinsRay DalioLeave 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

A Pace Layer Approach To Investing

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Pace Layer Approach To Investing. Here’s an excerpt from the episode: Jake: This segment is on pace layering and it comes from this guy, Stewart Brand, who is an author and he’s a thought … 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

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

Value Investing In The 70s

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve got also US stock market performance by PE ratio on the 70s. So, there’s a reasonable chance that we’re going to look … Read More