The Reason Analysts Systematically Overshoot On Earnings

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt from the episode: Tobias: I got a Verdad piece here. This is their most recent one. Sages of Wall Street. It’s called by Brian Chingono … 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

Investors Are Extremely Bearish But Still Holding Stocks

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt from the episode: Tobias: Let’s just jump into that one really quickly, because it’s interesting since we’re talking about it. It’s from Callum Thomas. … Read More

Annie Duke: How To Deal With Losing Stocks

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During her recent interview on the Richer, Wiser, Happier Podcast, Annie Duke discussed how investors can deal with losing stocks. Here’s an excerpt from the interview: Exactly. And then put on top of it, there are particular states where you’re going to feel suboptimal that have to do with your … Read More

Finding Cheap Opportunities Today

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Finding Cheap Opportunities Today. Here’s an excerpt from the episode: Tobias: I feel reasonably positive about the returns for, I don’t say value, but for things that you can do evaluation on. Let me say … Read More

Jim Rogers: Successful Investing Is Extremely Boring

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During his recent interview with Meb Faber, Jim Rogers explained why successful investing is extremely boring. Here’s an excerpt from the interview: Rogers: Everybody wants the quick answer. Everybody wants to get rich this week, this month. You have enough experience. I have enough experience to know that unless you’re … Read More

Now Is Not The Time To Sell

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s not like there’s much you can do anyway. The time to sell out was, I don’t know, there’s been no … 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