Michael Burry: How To Find A Catalyst

Johnny HopkinsMichael BurryLeave a Comment

One of the best things about Michael Burry’s write-ups at Value Investors Club was that he finished his company analysis with a catalyst that could drive the stock price higher. One of the company’s he wrote about was Huttig Building Products. Burry believed that there were a few catalysts that … Read More

Dealing With Selling Too Early

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Dealing With Selling Too Early. Here’s an excerpt from the episode: Tobias: Yeah, probably. The time to buy Microsoft was when Whitney Tilson was pitching it at Value Investing Congress in about 2010, 2011. That … 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

Where To Find The Best Opportunities Today

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Where To Find The Best Opportunities Today. Here’s an excerpt from the episode: Tim: So, I think you look at individual bonds are like– Even real estate companies, some of these real estate investment trusts … 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

Housing Crisis Phenomena

Johnny HopkinsPodcastsLeave a Comment

During their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discussed Housing Crisis Phenomena. Here’s an excerpt from the episode: Tobias: I saw a few of those. It’s like bear porn, doom porn on the housing market. They talk about the short-term rentals, the Airbnb phenomenon, … Read More

Li Lu: How To Find Great Businesses

Johnny HopkinsLi LuLeave a Comment

During this interview with Bruce Greenwald, Li Lu discusses how to find great businesses. Here’s an excerpt from the interview: Lu: Great businesses are the ones who really have above average returns of invested capital, but that kind of business usually attracts imitators and competitors. Everybody wants to have above … Read More

8 Book Recommendations By Joel Greenblatt

Johnny HopkinsInvesting BooksLeave a Comment

Joel Greenblatt is a successful American hedge fund manager. He is the Founder and Managing Partner at Gotham Capital. He has recommended a number of books that have influenced his thinking and approach to investing. While this list is by no means complete, here are some of the book recommendations … Read More