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

Trend Following Keeps You Out Of The Waterfall

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Trend Following Keeps You Out Of The Waterfall. Here’s an excerpt from the episode: Tobias: There’s a good response. “Every day I get a little more weighted toward trend following. I don’t want to be … 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

Tera-Caps and Tech Outperformance

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Tera-Caps and Tech Outperformance. Here’s an excerpt from the episode: Tobias: Fellas, let me kick it off with these things. Jake: Yeah, bring it. Tobias: Because I just have some statistics. It’s not going to … Read More

John Rogers: When To Sell Stocks

Johnny HopkinsJohn RogersLeave a Comment

In his recent interview with The World According To Boyar, Jim Rogers discusses his sell strategy. Here’s an excerpt from the interview: Rogers: There’s two reasons we sort of touched on a little bit. One is the question, stocks get to be expensive. And typically when they’re getting expensive, they’re … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (9/9/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Howard Marks Memo: The Illusion of Knowledge (OakTree) Pandemic, Recession, Roaring Twenties… Repeat? (Jamie Catherwood) Billionaire investor Bill Ackman: The Fed has to raise rates to 4% or more (CNBC) Warren Buffett’s Berkshire Offloads More Shares in Chinese EV Giant BYD (Yahoo) How to Invest (Verdad) … Read More

You Only Need One Good Investment In Life

Johnny HopkinsPodcastsLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Braziel, Taylor, and Carlisle discuss You Only Need One Good Investment In Life. Here’s an excerpt from the episode: Thomas: Have you guys are read the story about the guy that bought a–? It was a tiny $100 or $150 million … Read More