During his recent OakTree podcast, Howard Marks explained why the strategies that have worked best need to change in the current environment. Here’s an excerpt from the podcast: Marks: I feel quite strongly about this. I’m not somebody who usually has strong macro opinions, but this time I do. Anybody … Read More
One Stock Superinvestors Are Buying
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
Why is Berkshire Hathaway Buying More Oxy?
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why is Berkshire Hathaway Buying More Oxy?. Here’s an excerpt from the episode: Tobias: Berkshire still seems to be buying Oxy? Recently, I saw- Bill: Buff Dawg loves it. Tobias: -last seven days or so. … Read More
Mohnish Pabrai: I Changed My Investment Strategy To Find More 100 Baggers
In this Q&A session with members of Babson College Fund, Mohnish Pabrai discusses how he changed his investment strategy to find more 100 Baggers. Here’s an excerpt from the session: Pabrai: I went through a a significant change on my thinking last year on that. So for most of my … Read More
Jeremy Grantham: There’s A 70% Chance Of A Market Crash
During his recent interview with WealthTrack, Jeremy Grantham explained why there is a 70% chance of a market crash. Here’s an excerpt from the interview: Grantham: As you know I’m only interested in the really great bubbles like 1929, 2000, and 2021 are the three senior bubbles in U.S stock … Read More
Joel Greenblatt – Top 10 Holdings – Latest 13F
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
VALUE: After Hours (S05 E25): Half-Year Prediction Update; Small Cap Value; Scale, Buffett And $BRK
In their latest episode of the VALUE: After Hours Podcast, Mark Valdez, Jake Taylor, and Tobias Carlisle discuss: The Fed Is Hurting My Stocks Why is Berkshire Hathaway Buying More Oxy? Warren Buffett’s Superhuman Calculations Investing Lessons From Deep Forces That Shape The Universe Carlill v Carbolic Smoke Ball Co … Read More
This Week’s 10 Big Named Companies Near 52 Week Lows
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: Symbol Name Price $ 52 Week Low $ ABBV AbbVie … Read More
This Week’s 10 Worst Performing Mega-Cap Stocks Last 12 Months
Over the past twelve months ten Mega-Cap stocks have underperformed all others. Mega-Caps are defined by $200 Billion Market Cap or more. Here’s this week’s top 10 worst performing Mega-Caps in the last twelve months: Symbol Name 1 Year Price Returns (Daily) PFE Pfizer Inc -28.37% ABBV AbbVie Inc -13.41% … Read More
10 Book Recommendations By Michael Burry
Michael Burry is a very successful investor, hedge fund manager, and Founder and CEO of Scion Asset Management. 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 nine book recommendations from Michael Burry. … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (6/30/2023)
This week’s best investing news: David Einhorn Interview Cambridge Union (CU) The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg (OakTree) Sources of Return (Verdad) Seth Klarman on investing: Look for the most inefficient pockets in the world (CNBC) AQR Spots Major Opportunity in Emerging … Read More
Stock In Focus – TAM Stock Screener – Southwestern Energy Co (SWN)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Southwestern Energy Co (SWN) Southwestern Energy Co is a us-based independent … Read More
Investing Lessons From Earthworms
During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Investing Lessons From Earthworms. Here’s an excerpt from the episode: Tobias: JT, do you have any veggies for today? Jake: Of course, I do. I wouldn’t want to– Tobias: We do this Mark on the … Read More
Guy Spier: The Power Of Doing Nothing
In this interview with Investing With Tom, Guy Spier discusses the power of doing nothing. Here’s an excerpt from the interview: Spier: Any case I couldn’t think of anything else, and eventually the pressure came too great for me and I sold the shares at two dollars a share, and … Read More
Seth Klarman: Forget The Definitions Of Growth Stocks & Value Stocks
During his recent interview with CNBC, Seth Klarman explains why investors should forget about the definitions of growth stocks and value stocks. Here’s an excerpt from the interview: Klarman: The academic definition of value is buy the stock that’s cheapest by the numbers. But I don’t think that’s what Graham … Read More
This Acquirers Multiple Stock Appearing In Simons, Cohen, Ainslie Portfolios
Part 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 their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Warren Buffett – Taking The Dagger Off The Steering Wheel
During their latest episode of the VALUE: After Hours Podcast, Valdez, Taylor, and Carlisle discuss Warren Buffett – Taking The Dagger Off The Steering Wheel. Here’s an excerpt from the episode: Tobias: It was funny that the conglomerates they said they had the wrong incentive model, because the managers weren’t … Read More
Bill Nygren: Today Is A Great Time To Be A Traditional Value Investor
During his recent interview with CNBC, Bill Nygren explained why today is a great time to be a traditional value investor. Here’s an excerpt from the interview: Nygren: I think what’s important for investors to realize is as good a year as value had in 2022 that it’s given all … Read More
Seth Klarman: Investors Should Focus On The Most Inefficient Pockets In The World
During his recent interview with CNBC, Seth Klarman recommended investors focus on the most inefficient pockets in the world. Here’s an excerpt from the interview: Klarman: I think that markets can become more efficient, and there’s a question in my mind about once a market becomes more efficient, whether it … Read More
One Stock Superinvestors Are Selling
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