We’re In ‘The Boring 20s’ Market

Johnny HopkinsPodcastsLeave a Comment

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

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

Ian Cassel: Finding Opportunities In Scarcity

Johnny HopkinsIan CasselLeave a Comment

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

Johnny HopkinsBill AckmanLeave a Comment

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

Johnny HopkinsPodcastsLeave a Comment

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

This Week’s Best Value Investing News, Podcasts, Interviews (8/19/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

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

Jake Taylor: How To Avoid Your Blind Spots

Johnny HopkinsJake TaylorLeave a Comment

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

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