This Week’s Best Value Investing News, Podcasts, Interviews (9/2/2022)

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This week’s best investing news: Abandoning Diversification (Verdad) We Just Can’t Help It (Jamie Catherwood) Howard Marks & Andrew Marks: Something of Value (Acquired) September Is The Worst Month For Stocks (Validea) Mohnish Pabrai: Getting Traction Without Funding (MP) The Great Disorder (Rudy Havenstein) Warren Buffett is turning 92 today, … Read More

Are We In The Eye Of A Hurricane?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Are We In The Eye Of A Hurricane?. Here’s an excerpt from the episode: Jake: Yeah, I think just to go back to some of the ship and analogies there or boating, it’s not necessary, … Read More

How Long Should You Look Back To Forecast Forward?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Long Should You Look Back To Forecast Forward?. Here’s an excerpt from the episode: Bill: Did we talk about a mailbag question about how many years should you look back and through cycle analysis? … 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

Mohnish Pabrai: The Holy Grail Portfolio

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In his recent presentation at the TiE Austin Speaker Series, Mohnish Pabrai discussed his Holy Grail portfolio. Here’s an excerpt from the presentation: Pabrai: One of the things that took me a long time to figure out like they say, old too soon and wise too late, is that basically … Read More

How Often Should You Underwrite Your Portfolio?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Often Should You Underwrite Your Portfolio?. Here’s an excerpt from the episode: Tobias: How do you even set up a new boat every day in a stock portfolio? Bill: I don’t know. Look, if … 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

Josh Wolfe: REdiscovering The Meaning Of Price

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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