The Market’s Real Cheap

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Market’s Real Cheap. Here’s an excerpt from the episode: Tobias: -I was trying to make was that there is always a reason to be scared in the market. And on the other hand, we’ve … 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

Do You Deserve Equity Returns?

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Do You Deserve Equity Returns?. Here’s an excerpt from the episode: Tobias: Yeah, I think so too. The article from Intrinsic Investing, Sean Stannard-Stockton, those guys, I just thought it was an interesting idea. The … Read More

Howard Marks – Top 10 Holdings – Latest 13F

Johnny HopkinsHoward MarksLeave 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

VALUE: After Hours (S05 E3): 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech Layoffs

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Do You Deserve Equity Returns? The Market’s Real Cheap 3-10 Prophecy Fulfilled How Did Apple Avoid Layoffs? Housing Crisis Porn Centralia Mine Fires Teach Us About Inflation Is 1970s-Style Inflation Coming Back? … Read More

Big Decade For Commodities Ahead

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: If you look back the historical– So, late 1990s was tech and then first decade of the 2000s was value, which was probably … Read More

The Inner Game – Managing Your Negative Mindset

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the episode: Jake: Okay. Let’s change gears now and talk about the Inner Game of Tennis. This is W Timothy Gallwey’s book. And … 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