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
Matt Sweeney: Being Comfortable When Everything Is Uncomfortable Drives Huge Investment Returns
In his latest Q2 2022 Letter, Matt Sweeney of Laughing Water Capital explains why being comfortable when everything is uncomfortable drives huge investment returns. Here’s an excerpt from the letter: In my opinion, at present Mr. Market’s focus on inflation, interest rates, Ukraine, and assorted other boogeymen including the prospect … Read More
Mohnish Pabrai: How To Assess Any Business In 30 Seconds
In his recent interview on The One Percent Show, Mohnish Pabrai explains how to assess any business in 30 seconds. Here’s an excerpt from the interview: Pabrai: If I looked at something like MasterCard, it would very quickly make sense, because they get a certain percentage of every transaction, and … Read More
Bulk Of The Selling Still To Come
In their latest episode of the VALUE: After Hours Podcast, Taylor, and Carlisle discussed Bulk Of The Selling Still To Come. Here’s an excerpt from the episode: Tobias: It’s impossible to know what sort of bear we’re in. We don’t know if it’s 2016 or 2018 and there’s a pretty … Read More
Jim Rogers: The Next Bear Market ‘Has’ To Be Horrible
In his recent interview with Kitco News, Jim Rogers explained why the next the next bear market has to be horrible! Here’s an excerpt from the interview: Rogers: I know more bear markets are coming and what I have said is the next one is going to be the worst … Read More
Howard Marks: Should Investors Buy The Dip?
In his recent interview with S&P Global Ratings, Howard Marks answers the question on whether investors should buy the dip. Here’s an excerpt from the interview: Marks: So the answer is we are reducing our defensiveness, increasing our aggressiveness. Does that mean we’re at the bottom? Absolutely not. I don’t … Read More
Jeremy Grantham – Top 10 Holdings – Latest 13F
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 E026): Market Valuation, Historical Bears, And Artificial Intelligence
In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Bulk Of The Selling Still To Come Why Artificial Intelligence Will Never Beat the Stock Market Investing Lessons From Golf Pro Matt Fitzpatrick Another Lost Decade For Market Returns What The Current … Read More
8 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 the biggest names currently close to their 52 week lows: 1. Alphabet Inc (GOOGL): Current Price $107.92/52 Week Low Price $101.88 2. … Read More
Stock In Focus – TAM Stock Screener – Resolute Forest Products Inc (RFP)
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: Resolute Forest Products Inc (RFP) Resolute Forest Products Inc is engaged … Read More
Is British American Tobacco PLC (BTI) A Great Value Stock? @Ycharts
Based on the improved performance metrics which we recently added to our stock screens, British American Tobacco PLC (BTI) could be a great value stock and a lot of companies are releasing this in other countries, you can see how they’re now bringing tobacco products and importing tobacco into Canada legally. … Read More
This Week’s Best Value Investing News, Podcasts, Interviews (7/22/2022)
This week’s best investing news: Why History Matters (Jamie Catherwood) What to Buy First Redux (Verdad) Retail Investors’ Appetite For Speculation Appears Insatiable (Felder) Bridging The Gap Between Investor & Investment Returns (Validea) ¡Peak bearishness, amigos! (Rudy Havenstein) Cathie Wood’s ARK to Close Transparency ETF (WSJ) Little Ways The World Works (Collaborative Fund) ‘Recession Man’: Burry’s … Read More
Waiting For Low Valuations And Buybacks
In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Waiting For Low Valuations And Buybacks. Here’s an excerpt from the episode: Tobias: This general stock market malaise that we’re in– You’re usually pretty optimistic. Bill: Going to zero. Tobias: This is my optimistic take. … Read More
This Acquirers Multiple Stock Appearing In Klarman, Abrams, Smith 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
David Rolfe: Investors Should Heed Stanley Druckenmiller’s Warning On So-Called ‘Soft Landings’
In his latest Q2 2022 Letter, David Rolfe says investors should heed Stanley Druckenmiller’s warning on so-called ‘Soft Landings’. Here’s an excerpt from the letter: The markets are as skeptical as we are. Would you believe with all the talk of “inflation,” the bond market has already priced in three … Read More
GMO: The Best Places To Fish In This Market
In their latest Q2 2022 Market Commentary, GMO discusses the best places to fish in this market. Here’s an excerpt from the commentary: You have heard us beat this drum before, but we are happy to repeat ad infinitum that valuation-driven investing works in the long term. Inflation, and policymakers’ … Read More
Michael Mauboussin: Investors Must Look Past Simple Measures Of Profits To Understand A Business’s True Ability To Create Value
In his latest paper titled – Good Losses, Bad Losses, Michael Mauboussin explains why investors must look past simple measures of profits to understand a business’s true ability to create value. Here’s an excerpt from the paper: Accounting is the language of business that allows a company to share its … Read More
Will Warren Buffett Take OXY Private?
In their latest episode of the VALUE: After Hours Podcast, Brewster Taylor, and Carlisle discussed Will Warren Buffett Take OXY Private?. Here’s an excerpt from the episode: Tobias: Buffett is buying OXY hand over fist and he’s clearly a pretty good investor. Jake: [laughs] Tobias: And he’s been through a … 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
Rich Pzena: Why Value Investing Continues To Work
In his Q1 2022 Earnings Call, Rich Pzena explained why value investing continues to work. Here’s an excerpt from the call: I’ve been saying the same thing about value investing for my entire life. It just works. It works because people are emotional and not analytical. It works because people … Read More