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

Value Investing In The 70s

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Investing In The 70s. Here’s an excerpt from the episode: Tobias: I’ve got also US stock market performance by PE ratio on the 70s. So, there’s a reasonable chance that we’re going to look … Read More

Terry Smith – Top 10 Holdings – Latest 13F

Johnny HopkinsTerry SmithLeave 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

When Is The Market Not Expensive?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss When Is The Market Not Expensive?. Here’s an excerpt from the episode: Tobias: The problem is it’s a very mixed bag and probably there’s some things that are getting materially better, because there was a … Read More

Wally Weitz: Don’t Wait For The Robins

Johnny HopkinsWally WeitzLeave a Comment

In his latest article titled – Don’t Wait For The Robins, Wally Weitz explains how investors miss out on outsized returns by waiting for the market to turn. Here’s an excerpt from the article: The bad news for corporate profits is likely to continue for a while, and the bear … Read More

David Einhorn Positive About The Future Of Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn Positive About The Future Of Value. Here’s an excerpt from the episode: Jake: What do you think about Einhorn–? He was talking about how there’s not anyone really left to look at the … 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