Value Spread Very Very Wide

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Value Spread Very Very Wide. Here’s an excerpt from the episode: Jake: Is that a good segue for the AQR value spread? Tobias: Yeah, it’s just a very simple chart from Asness. He says that, … 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

David Einhorn – Why Value Is Ripping!

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss David Einhorn – Why Value Is Ripping!. Here’s an excerpt from the episode: Tobias: Let me do some choice lines from Einhorn’s letter. Jake: Yeah. Tobias: I tweeted this one out yesterday, but I like … Read More

Howard Marks: The Cardinal Sin Of Investing

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In his recent Oakmark Insights Live interview, Howard Marks discussed the cardinal sin of investing. Here’s an excerpt from the interview: Marks: I really believe, and I’ve said a million times Anna, that getting out at the bottom, and failing to get in, as you say, is the cardinal sin … Read More

Jamie Dimon: This Is Not A Normal Recession

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In his recent interview with Newsmakers, Jamie Dimon explained why this is not a normal recession. Here’s an excerpt from the interview: Host: You just mentioned all the other signs of strength in the economy, where do you fall in this debate about whether we’re in a recession or shortly … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (8/12/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Legendary investor Howard Marks on markets, economy and carried interest (CNBC) Berkshire Hathaway Q2 2022 Report (BH) Betting Against Expensive Junk (Verdad) Michael Burry of ‘Big Short’ Fame Says ‘Silliness’ in Markets Is Back (Bloomberg) Zero inflation last month! (Rudy Havenstein) The US-China Tit-For-Tat Escalations Are Very … Read More

Buy Now/Pay Later Looks Great In A Healthy Economy

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In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Buy Now/Pay Later Looks Great In A Healthy Economy. Here’s an excerpt from the episode: Tim: I was just going to mention that I was reading a conference call today this morning from my errands, … 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