Josh Wolfe: REdiscovering The Meaning Of Price

Johnny HopkinsJosh WolfeLeave a Comment

In his latest Q2 2022 Letter, Josh Wolfe discusses REdiscovering the meaning of price. Here’s an excerpt from the letter: Upside booms and downside busts share a common pattern: a diversity breakdown. Liquid and stable markets are formed by investors with diverse, diffuse and different dispositions, sentiments, styles, expectations, degrees … Read More

Howard Marks: The Investor’s Dichotomy

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In his recent interview with the Acquired Podcast, Howard Marks discussed the investor’s dichotomy. Here’s an excerpt from the interview: Marks: You know, this points out a dichotomy in investing, or maybe a conundrum of which there are so many. Because what we just talked about was it’s important to … Read More

Bull, Bear, And Benign Return Paths From Here

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bull, Bear, And Benign Return Paths From Here. Here’s an excerpt from the episode: Tobias: This is a market-level analysis from Man Group, Man Institute, I think is their research arm or something like that. … Read More

Warren Buffett’s Oil Bet

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Oil Bet. Here’s an excerpt from the episode: Tobias: Do you think Buffett has a view on oil? Does he need to have a view on oil to be buying OXY where it … Read More

Chris Davis: The Insanity Of Market Panics

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In his latest presentation titled – The Mindset Required to Navigate Crises and Uncertainty, Chris Davis provides a great illustration of the insanity of market panics. Here’s an excerpt from the presentation: Davis: Let’s think of the really bad thing. You know, the thing your clients may be terrified of. … Read More

Choose One Asset To Hold For The Next 246 Years

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Choose One Asset To Hold For The Next 246 Years. Here’s an excerpt from the episode: Bill: That’s right. Do you want to debate that thing that you sent around, the 250-year investment? Jake: Yeah, … 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