In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We’re In ‘The Boring 20s’ Market. Here’s an excerpt from the episode: Tobias: We were talking about this before we came on. I think it’s hard to be excited about anything at the moment, because … Read More
One Stock Superinvestors Are Buying
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
Ian Cassel: Finding Opportunities In Scarcity
In this interview on The Infinite Loops Podcast, Ian Cassel discusses finding opportunities in scarcity. Here’s an excerpt from the interview: Cassel: And so when I get asked, “How do you invest,” I’ll tell you about the flavor that tastes good to me. It’s kind of pain that I’m painting. It’s … Read More
Bill Ackman: The Fund Manager’s Dilemma
In his latest June 2022 Semi-Annual Letter, Bill Ackman discusses the fund manager’s dilemma. Here’s an excerpt from the letter: While our approach to investing capital is logical and straightforward and has a long-term outperformance record, it is the rare investment manager that can implement such a strategy. Many of … Read More
Michael Burry Sells All But Prisons
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Michael Burry Sells All But Prisons. Here’s an excerpt from the episode: Tobias: Did you guys see Burry’s latest 13F? Jake: He sold it all. He went in on a– [crosstalk] Tobias: Everything’s except for … Read More
Cam Harvey & Rob Arnott: Today’s Inflation Is Unprecedented
In his recent interview with Meb Faber and Rob Arnott, Cam Harvey explains why today’s inflation is unprecedented. Here’s an excerpt from the interview: Harvey: So if you look at the Fed funds rate and then subtract the year-over-year inflation you’ll see that we’re in a spot today that we’ve … Read More
David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXC
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
Jim Rogers: Every Bull Market Ends The Same Way
In his recent interview with Edelweiss Wealth Management, Jim Rogers discusses how every bull market ends the same way. Here’s an excerpt from the interview: Rogers: I see the same thing I’ve seen at the end of many bull markets. A lot of new people come in, they call their … Read More
VALUE: After Hours (S04 E029): The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Michael Burry Sells All But Prisons The Boring 20s Chris Bloomstran – Choose One Asset To Hold For The Next 246 Years Warren Buffett’s Latest Bets Momentum Is The Best Proxy For … Read More
Stock In Focus – TAM Stock Screener – Himax Technologies Inc (HIMX)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Himax Technologies Inc (HIMX) Himax Technologies Inc is a semiconductor solution … Read More
10 Big Named Companies Near 52 Week Lows @Ycharts
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at some of the biggest names currently close to their 52 week lows: 1. Verizon Communications Inc (VZ): Current Price $44.19/52 Week Low … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (8/19/2022)
This week’s best investing news: Michael Burry’s Hedge Fund Added One Stock And Dumped All the Rest (Yahoo) Emerging Market Cycles (Verdad) Much Wow (Rudy Havenstein) Warren Buffett’s Berkshire Hathaway Keeps Spending Through Volatile Markets (WSJ) Tit For Tat (Farnam Street) Jim Rogers just issued a serious warning to crypto investors (Yahoo) … Read More
The Amount Of Raw Material That Goes Into An Electric Vehicle
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Amount Of Raw Material That Goes Into An Electric Vehicle. Here’s an excerpt from the episode: Jake: You guys might have seen some of these before. I think it made the rounds on what … Read More
This Acquirers Multiple Stock Appearing In Burry, Simons, Cohen Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Jake Taylor: How To Avoid Your Blind Spots
In his recent interview with The Value Perspective, Jake Taylor discusses some examples of how to avoid your blind spots. Here’s an excerpt from the interview: JT: Let’s jump back into the Google example. What I missed for the next five or six years from 2015 was that I was … Read More
Edward Chancellor: ‘New’ Technology Red Flags
In his recent interview with Meb Faber, Edward Chancellor discusses the history of ‘new’ technology manias and the red flags that investors should be aware of. Here’s an excerpt from the interview: Edward: Sure. In “Devil Take the Hindmost,” I suppose the one that I liked most was one that … Read More
The Big Four Basic Key Materials Of The Modern World
In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Big Four Basic Key Materials Of The Modern World. Here’s an excerpt from the episode: Jake: Now, do education. All right. This is part 3 in our understanding of the world and this is … Read More
One Stock Superinvestors Are Selling
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
Aswath Damodaran: The Biggest Reason For Bad Valuations
In his recent presentation at Valuation ConFab, Aswath Damodaran discusses the biggest reason for bad valuations. Here’s an excerpt from the presentation: Damodaran: The biggest reason for bad valuations is bias. You know what I mean by bias? When you sit down to value a business you almost never value … Read More
Cliff Asness: Is Value Really An Interest Rate Bet?
In his recent article titled – Is Value Just an Interest Rate Bet?, Cliff Asness discusses whether value investing really is an interest rate bet. Here’s an excerpt from the article: Frankly, the assumption of so many pundits who state, when value versus growth has been trading correlated to interest … Read More