Prem Watsa – Top 10 Holdings – Latest 13F

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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 (S06 E38): Aircraft hangars, mineral royalties, and gold with investor Mike Meixler

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Mike Meixler discuss: The Cockroach Theory: Investing in Companies That Withstand Economic Recession Avoiding Value Traps with Capital Cycle Theory Why Every Investor Should Hold Gold In Their Portfolio Modern Examples of The Power of Buybacks Are … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

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Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -56.30% Humana (HUM) -51.04% Moderna (MRNA) -42.73% Paycom Soft (PAYC) -41.54% Albemarle (ALB) -35.94% Dollar … Read More

Which Superinvestors Hold Acquirer’s Multiple Stocks?

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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