This Week’s Best Value Investing News, Podcasts, Interviews (1/20/2023)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: David Einhorn – Greenlight Capital Q4 2022 Letter (GC) Regulating Crypto – Democratization and “The Bucket Shop Problem”  (Jamie Catherwood) Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg) Inside the High-Yield Spread (Verdad) What if Tesla Is…Just a Car Company? (WSJ) Mastering the Mental … Read More

Bill Miller Shorts Tesla

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt from the episode: Tobias: Samson says that Bill Miller has a short on Tesla. That’s very un-Bill Miller like, isn’t it? Bill: Oh, I heard Bill Miller’s portfolio is really … Read More

ARKK Flat For Past 5 Years

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s an excerpt from the episode: Tobias: This is another thing we were talking about before we came on, but do you think that the flows to something like … Read More

One Stock Superinvestors Are Selling

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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

Pzena: The Value Opportunity Is Compelling

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In their latest Q4 2022 Letter, Pzena Investment Management explain why the value opportunity is compelling. Here’s an excerpt from the letter: Despite recession, inflation, and geopolitical fears, we believe the value opportunity is compelling, even after its best relative performance in more than two decades. Macroeconomic and geopolitical fears … Read More

One Stock Superinvestors Are Buying

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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

Our 2023 Predictions

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Our 2023 Predictions. Here’s an excerpt from the episode: Jake: Okay. So, with that out of the way, happy birthday, Charlie. This is inspired by Jason Zweig, had a recent writeup that he called his Hindsight … Read More

Leon Cooperman: Learning From Henry Singleton

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In this interview with Forbes, Leon Cooperman discusses what he learned for Henry Singleton. Here’s an excerpt from the interview: Cooperman: I learned a lot from studying Henry Singleton. He graduated number one in his class at the Naval Academy and got a Ph.D. in electrical engineering at MIT. He … Read More

Cliff Asness: If You Think You’re Right, HODL!

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In this interview with Infinite Loops, Cliff Asness explains why if you think you’re right about an investment, you should hold on for dear life (HODL). Here’s an excerpt from the interview: Asness: It does not make all sock companies attractive at any valuation in any financial condition. I don’t … Read More