During his recent interview with CNBC, Peter Lynch explains why investors can still find stocks that have a good story today. Here’s an excerpt from the interview: Lynch: Well I think looking for something different. Literally something that’s a good story. I mean who would guess TJX, a local company. … 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
Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior. Here’s an excerpt from the episode: Tobias: JT, you want to give us your veggies? Jake: Yes. Tobias: Welcome Bill back? Jake: Let’s do it. Bill: … Read More
Ken Griffin: Investors Need The Right Toolkit At The Right Moment In Time
During his recent interview with Yale School of Management, Ken Griffin explained why investors need the right toolkit at the right moment in time. Here’s an excerpt from the interview: Griffin: So now, how did I end up being an entrepreneur? And let’s be clear, I ended up being successful. … Read More
Mark Leonard: The Importance Of Keeping Your Share Price Within A Certain Range
In his 2011 President’s Letter, Mark Leonard discussed the importance of keeping your share price within a certain range. Here’s an excerpt from the letter: Moving on to the “manage the stock versus manage the company” issue… I used to maintain that if we concentrated on fundamentals, then our stock … 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
Warren Buffett’s Japan Carry Trade
During their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Japan Carry Trade. Here’s an excerpt from the episode: Tobias: We haven’t talked about Buffett buying– Was it 2017? He’s bought five of the Japanese trading companies that are– They all have thousands … Read More
Chris Bloomstran: Berkshire’s Win-Win-Win Business Strategy
During his recent interview with Colossus, Chris Bloomstran discusses Berkshire Hathaway’s win-win-win business strategy. Here’s an excerpt from the interview: Bloomstran: I think it’s the Golden Rule Patrick, and I put Costco in the same bucket, but Berkshire goes out of its way to take care of its customers, take … Read More
Mohnish Pabrai: How To Invest Well Using Ben Graham’s Classic Mathematical Games
During his recent interview with Equitymaster, Mohnish Pabrai provides one example of how he did very well using Ben Graham’s classic mathematical games. Here’s an excerpt from the interview: Pabrai: 2004 I ran into the steel company called IPSCO, and IPSCO was trading at about $45 a share. They had … Read More
Nelson Peltz – 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 E15): Buffett’s Japan Carry Trade, Simple Rules Allow For Emergent Behavior
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Warren Buffett’s Japan Carry Trade Simple Rules – Intelligent Behavior/Complex Rules – Dumb Behavior Never-Sell Done Right Buffett: Paramount – “It Isn’t Fundamentally That Good A Business” Working From Home Has Caused … 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 $ PFE Pfizer … 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) TSLA Tesla Inc -47.31% AMZN Amazon.com Inc -34.04% … Read More
10 Of The Best Stock Market Investing Books For Beginners (2023)
Over the past couple of weeks we’ve been compiling our ’10 Of The Best’ lists, including: 10 Of The Best Investing Podcasts On The Planet (2023) 10 Of The Best Books On Stock & Business Valuation (2023) This week’s list is 10 Of The Best Stock Market Investing Books For … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (4/21/2023)
This week’s best investing news: Howard Marks Memo: Lessons from Silicon Valley Bank (Howard Marks) Mohnish Pabrai on Investing in Stocks that Make “No Sense” (Equitymaster) Warren Buffett’s Berkshire Sells $1.2 Billion of Yen Debt After Big Japan Bets (Bloomberg) Bill Nygren – We really like Netflix but it is … Read More
Stock In Focus – TAM Stock Screener – Genworth Financial Inc (GNW)
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: Genworth Financial Inc (GNW) Genworth Financial is a diversified insurance holding … Read More
Compare Companies Using Munger’s Head-To-Head Comparisons
During their latest episode of the VALUE: After Hours Podcast, Huber, Taylor, and Carlisle discuss Compare Companies Using Munger’s Head-To-Head Comparisons. Here’s an excerpt from the episode: Huber: So, I thought of three ways that you could use this little system. One is you could just use it for head-to-head … Read More
This Acquirers Multiple Stock Appearing In Einhorn, Cohen, Greenblatt 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: Finding The Right Acquisition Target
In his 2006 Berkshire Hathaway Annual Letter, Warren Buffett discussed how he finds the right acquisition targets. Here’s an excerpt from the letter: We continue, however, to need “elephants” in order for us to use Berkshire’s flood of incoming cash. Charlie and I must therefore ignore the pursuit of mice … Read More
Guy Spier: Warren Buffett Is Constantly Updating His Investing Models
During his recent interview with Richard Hsu, Guy Spier explains how Warren Buffett’s is constantly updating his investing models. Here’s an excerpt from the interview: Spier: Because there’s a lot of problems that go away when you have permanent capital. I think that the story of my investing career has … Read More