The Trillion Dollar Question For All Investors

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Travis discussed The Trillion Dollar Question For All Investors. Here’s an excerpt from the episode: Jake: I think the trillion-dollar question for all investors at this point is, how sustainable are these returns on capital for the … Read More

Ray Dalio: How Investors Can Cut Their Risk In Half

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In his recent interview with Tony Robbins, Ray Dalio explained how investors can cut their risk in half. Here’s an excerpt from the interview: If you have uncorrelated assets, and you easily can because when the economic policies, when economic conditions shift it shifts returns from one type of asset … Read More

Is Netflix Inc (NFLX) A Great Value Stock? @Ycharts

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Based on the improved performance metrics which we recently added to our stock screens, Netflix Inc (NFLX) could be a great value stock: Netflix’s primary business is a streaming video on demand service now available in almost every country worldwide except China. Netflix delivers original and third-party digital video content to … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (7/29/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Howard Marks Memo – I Beg to Differ (OakTree) Currency Crashes in Emerging Markets (Verdad) Is Twitter run by the worst people? (Rudy Havenstein) Mohnish Pabrai on Learning from Mistakes and Reinventing Yourself (The One Percent Show) Breaking Down A Tesla (Collaborative Fund) Howard Marks on Warren Buffet, … Read More

Another Lost Decade For Market Returns

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In their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Another Lost Decade For Market Returns. Here’s an excerpt from the episode: Tobias: What’s your update on the pieces that moved? You don’t have to give us an update? Just a reminder of it, you know … Read More

Investing Lessons From Golf Pro Matt Fitzpatrick

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In their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Investing Lessons From Golf Pro Matt Fitzpatrick. Here’s an excerpt from the episode: Jake: One last story in this veggie segment. There’s this golfer named Matt Fitzpatrick. He won in some big amateur in 2013, He … 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

Pzena: Value’s Opportunity In Uncertain Times

Johnny HopkinsRichard PzenaLeave a Comment

In their recent Q2 2022 Market Commentary, Pzena Investment Management discuss value’s opportunity in uncertain times. Here’s an excerpt from the commentary: The late John Bogle, founder of The Vanguard Group, suggested a framework for breaking stock market returns into two pieces: fundamental return, the return from dividends and earnings, … Read More

Howard Marks: Investing Is Like Golf

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In his latest memo titled – I Beg To Differ, Howard Marks explains why investing is like playing golf. Here’s an excerpt from the memo: The bottom line of the above is simple: You can’t hope to earn above average returns if you don’t place active bets, but if your … Read More