The Market’s Imperfect Discounting Mechanism

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In their latest episode of the VALUE: After Hours Podcast, Travis, Taylor, and Carlisle discuss The Market’s Imperfect Discounting Mechanism. Here’s an excerpt from the episode: Jake: I think a similar thing happened in 2000s with retail, where there was some pretty reasonable big box retail companies that were earning … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (5/8/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: The Unknown History of U.S. Trade Surveillance (Investor Amnesia) Drawdowns and Rallies (Verdad) Changing World Order with Ray Dalio (Tony Robbins) Warren Buffett has another reason to hate Robinhood (CNN) Those who remember history are condemned by those who repeat it (Rudy Havenstein) Bill Ackman: Inflation is the … Read More

Inflation Is Class Warfare

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed Inflation Is Class Warfare. Here’s an excerpt from the episode: Tobias: Can we ask you a slightly different question just before we keep going? If commercial credit is not going to be an issue going … 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

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