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

Johnny HopkinsPodcastsLeave a Comment

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

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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

Bill Nygren: Why This ‘Recession’ Is Different

Johnny HopkinsBill NygrenLeave a Comment

In his recent interview on CNBC, Bill Nygren explained why this ‘recession’ is different. Here’s an excerpt from the interview: Nygren: We’ve had two quarters of down GDP. In the past that’s always been called a recession. What’s different this time is the employment outlook is so much stronger, especially … Read More

What’s Driving High ROE In Value Stocks?

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In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss What’s Driving High ROE In Value Stocks?. Here’s an excerpt from the episode: Tobias: Yeah. I don’t know the answer, either. My topic was that the Jeff Weiner whose Wisdom Tree has a great Twitter … 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

Tom Russo: Invest In Companies Where The Customer Doesn’t Believe There’s An Adequate Substitute

Johnny HopkinsTom RussoLeave a Comment

In his recent interview with WealthTrack, Tom Russo explains why he invests in companies where the customer doesn’t believe there is an adequate substitute. Here’s an excerpt from the interview: Russo: Our portfolio companies would tend to concentrate as you’ve indicated on global consumer companies and businesses that provide consumers … Read More

Why Are 60/40 Portfolios Underperforming?

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In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss Why Are 60/40 Portfolios Underperforming?. Here’s an excerpt from the episode: Tim: Yeah. Sure. We’re about two weeks into earnings. And so, a lot of the financials have reported. I thought it’d be interesting to … Read More