In his recent interview with Tim Ferris, Ed Thorp provided a great example of how short-term thinking can cost investors millions. Here’s an excerpt from the interview: Thorp: Here’s an example from Real Estate. I used to have a friend that I walked with quite a bit and he wanted … Read More
Vitaliy Katsenelson: Every Great Investor Has Gone Through Periods Of Pain & Self Doubt
In his recent interview with the This Week In Intelligent Investing Podcast, Vitaliy Katsenelson discusses how every great investor goes through periods of pain and self doubt. Here’s an excerpt from the interview: Katsenelson: Every great investor went through a period of pain. There was this great Canadian investor Peter … Read More
One Stock Superinvestors Are Selling
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
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
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
Mohnish Pabrai: Two Of The Most Important Lessons In Investing
In his recent interview on the Richer, Wiser, Happier Podcast, Mohnish Pabrai discussed two of the most important lessons in investing. Here’s an excerpt from the interview: Pabrai: So I think that there are two things that are important in investing. One is that we have to be very cognizant … Read More
Jim O’Shaughnessy: Price To Book Is Dead!
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
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
Oaktree: Today’s Sharp Price Declines Provide Investors With Numerous Opportunities
In their latest Q2 2022 Letter, Oaktree Capital explain why today’s sharp price declines provide investors with numerous opportunities. Here’s an excerpt from the letter: While we aren’t macro forecasters, we are able to analyze macro trends by noting their effects on our portfolio companies. That’s why we knew that … Read More
Chris Bloomstran: Berkshire Hathaway Is A ‘Bond’ That Yields 8.3%
In his recent interview on the Colossus Podcast, Chris Bloomstran explained why Berkshire Hathaway is a ‘bond’ that yields 8.3%. Here’s an excerpt from the podcast: Bloomstran: I look at Berkshire. If you’ve got $50 billion in economic earning power today on a business that now has a market cap … Read More
Joel Greenblatt – Top 10 Holdings – Q1 2022 – New Buys SPY, IEMG, ITOS, QCOM, U
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
VALUE: After Hours (S04 E024): Is The Value Run Over?; Ed Thorp on Markets and Life; Buffett Buys More $OXY
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster Jake Taylor, and Tobias Carlisle discuss: Why Warren Buffett Is Buying More $OXY Is The Value Run Over? How Ed Thorp Beat The Stock Market Bell Curve Jedi When Did This Bear Market Start? Is The Market Rhyming … Read More
Another 10 Big Named Companies Near 52 Week Lows
Over the past twelve months a number of big named companies have been near or below their 52 week low price. Each week we’ll take a look at 10 of the biggest names currently close to their 52 week lows: 1. General Electric Co (GE): Current Price $63.53/52 Week Low … Read More
Stock In Focus – TAM Stock Screener – Himax Technologies Inc (HIMX)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is: Himax Technologies Inc (HIMX) Himax Technologies Inc is a semiconductor solution … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (7/1/2022)
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
A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap
In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap. Here’s an excerpt from the episode: Tobias: The other thing I looked at was the number of Acquirers Multiple stocks around sub three. So, three … Read More
Howard Marks: Successful Investors Have To Take On Uncomfortably Idiosyncratic Positions
In his recent interview with Talks At GS, Howard Marks explains why successful investors have to take on uncomfortably idiosyncratic positions. Here’s an excerpt from the interview: Marks: David Swensen, who for 35 years ran the endowment at Yale, and did a bang-up job. And he wrote a book called … Read More
Is Procter & Gamble Co (PG) A Great Value Stock?
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
This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
Stanley Druckenmiller: Do Not Invest In The Present
In his recent interview with the Sohn Conference Foundation, Stanley Druckenmiller explained why you do not invest in the present. Here’s an excerpt from the interview: Druckenmiller: I think fundamentals are fundamentals. Look when companies are losing money capacity is always going to shrink and their margins are going to … Read More