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

Value Does Well In Periods Of High Inflation

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Value Does Well In Periods Of High Inflation. Here’s a excerpt from the episode: Tobias: Is the value run over? Bill: Sure. Tobias: Brandes, they traced the beginning of it to Pfizer Monday. They’re calling … 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

Jim O’Shaughnessy: Price To Book Is Dead!

Johnny HopkinsJames O’Shaughnessy1 Comment

In his recent interview with The Investor’s Podcast, Jim O’Shaughnessy explains why price to book is dead. Here’s an excerpt from the interview: O’Shaughnessy: Specifically to that factor [price to book], I wouldn’t advocate investors don’t really look at it anymore. And that is based not on my opinion, but … Read More

Why Warren Buffett Is Buying More $OXY

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Why Warren Buffett Is Buying More $OXY. Here’s a excerpt from the episode: Tobias: The energy thing is interesting, because Buffett seems to be plowing an enormous of money into OXY, just consistently buying big … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (7/1/2022)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Short-term momentum and reversals (Verdad) Howard Marks, Talks At Goldman Sachs (GS) Fear Is Missing From This Bear Market (Validea) Wealth vs. Getting Wealthier (Collaborative Fund) How to Succeed as a Sell Side Trader (Epsilon Theory) When The Smart Money Says ‘Sold To You’, Part Deux (Felder Report) What’s Wrong, … Read More

Is Procter & Gamble Co (PG) A Great Value Stock?

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Based on the improved performance metrics which we recently added to our stock screens, Procter & Gamble Co (PG) could be a great value stock. Since its founding in 1837, Procter & Gamble has become one of the world’s largest consumer product manufacturers, generating more than $75 billion in annual sales. … Read More