Charles Munger: Inflation, Like The Weather, Should Be Largely Ignored

Johnny HopkinsCharles MungerLeave a Comment

During his recent interview with AFR following his personal investment in Australian company Stonehouse Corporation, Charles Munger explains why inflation, like the weather, should be largely ignored. Here’s an excerpt from the interview: The business partner of Berkshire Hathaway chairman Warren Buffett, Munger’s investment philosophy is to look beyond the … Read More

Ed Thorp Uncovered Madoff’s Fraud

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Ed Thorp Uncovered Madoff’s Fraud. Here’s a excerpt from the episode: Jake: Then last one, 1991, someone asked Thorp to look into this track record and he goes, it’s the stellar performance every month is … 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

80% Of The Stock Market Is Now On Autopilot

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed 80% Of The Stock Market Is Now On Autopilot. Here’s a excerpt from the episode: Bill: I was reading Laughing Water’s letter the other day and he said that there’s J.P. Morgan stat that like, … Read More

Terry Smith: TINA — There Is No Alternative

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In his latest 2022 Semi Annual Letter, Terry Smith discusses TINA — There Is No Alternative. Here’s an excerpt from the letter. In inflationary periods, an acronym which is sometimes used to describe the investment options is TINA — There Is No Alternative. It refers to the concept that equities … Read More

Is This Market Rhyming With 1973-1981?

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Is This Market Rhyming With 1973-1981?. Here’s a excerpt from the episode: Jake: There was a little table that somebody– I don’t know where the source came from, but [unintelligible [00:23:29], one of my friends … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (7/8/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Who Owns Sovereign Debt (Verdad) Buy and Hodl (Humble Dollar) Lifestyles (Collaborative Fund) If Inflation Doesn’t Rapidly Dissipate, Gold Prices Will Prove Dramatically Undervalued (Felder) One Narrative To Rule Them All (Epsilon Theory) Michael Burry Thinks We May Be About Halfway Through Market Fall (Bloomberg) The models are wrong (Rudy … Read More

Is Philip Morris International Inc (PM) A Great Value Stock?

Johnny HopkinsStock Screener2 Comments

Based on the improved performance metrics which we recently added to our stock screens, Philip Morris International Inc (PM) could be a great value stock. Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, … Read More

Bell Curve Jedi

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Bell Curve Jedi. Here’s a excerpt from the episode: Tobias: “US Steel’s at one time P/E currently.” Ryan Baxter, thank you for that. Yeah, it’s cheap. The question is whether that E is sustainable there. … Read More