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, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
The Undervalued Stock That Superinvestors Are Loading Up On
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, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More
Warren Buffett: There Is No Place For Emotion In Investing
During the 2023 Berkshire Hathaway Annual Meeting, Warren Buffett discussed the importance of removing emotions from investment and business decisions. He and Charlie Munger pride themselves on maintaining objectivity, highlighting that emotional decision-making has no place in successful investing. While Buffett acknowledges that occasional emotional biases may arise, such as … Read More
Li Lu: Enormous Opportunities For Value Investing in a Globalized Future
During his recent keynote speech at the Columbia University Global Center (Beijing), Li Lu reflected on the evolution of value investing, emphasizing its roots in Graham’s principles during tumultuous times, including the Great Depression and World War II. Graham’s key ideas were: stocks represent ownership, the market serves investors, and … Read More
Why Value Investing Struggles in Manias
During their recent episode, Taylor, Carlisle, and Jason Buck discussed Why Value Investing Struggles in Manias. Here’s an excerpt from the episode: Tobias: The S&P500 value has had this record setting nosedive while everything else has been taking off. I don’t understand. Why can’t value participate in one of these … Read More
Warren Buffett: Focus On The Spots Where You Have An Edge
During the 2019 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger discussed some valuable lessons for investors. First, thorough research and knowledge give a competitive edge, as Buffett demonstrated by seeking obscure information in insurance. Second, expertise in a specific area is crucial; focusing on what you understand best … Read More
Applying Raymond Loewy’s MAYA Principle to Modern Markets
During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Applying Raymond Loewy’s MAYA Principle to Modern Markets. Here’s an excerpt from the episode: Jake: Wow. Great job teasing that, TC. What a legend. Tobias: Becoming almost a professional podcaster at this point. Jake: Yeah, the 3,000th time is the … Read More
VALUE: After Hours (S06 E46): Activism, REITs, Capital Allocation and Four Corners Property Trust with Bill Lenehan
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Lenehan discuss: Why Simplicity in REITs Wins Capital Allocation Strategies for REIT Success Applying Raymond Loewy’s MAYA Principle to Modern Markets Why REITs Can’t Compound Like Berkshire Why Doing the Work and Thinking Independently … Read More
Joel Greenblatt: My Largest Positions Are The Ones I’m Confident Won’t Lose Money
During this interview with Howard Marks, Joel Greenblatt recounts an investment that inspired the creation of the Value Investors Club. During a period when he managed only personal capital, he identified a company selling at half its cash value with a strong business attached. The investment was particularly compelling due … Read More
Which Superinvestors Hold Acquirer’s Multiple Stocks?
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, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … Read More
Understanding Emerging Markets, Frontier Markets, and Investment Challenges
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Understanding Emerging Markets, Frontier Markets, and Investment Challenges. Here’s an excerpt from the episode: Tobias: Can you just tell us the markets that you focus on, your universe and where you look mostly? Juan: So, our investable universe is … Read More