In their latest Q2 2021 Market Commentary, Longleaf Partners believe that the recent pullback in value’s performance over the last month is a temporary blip. Here’s an excerpt from the commentary: Our outlook on the stock market and our portfolio is not dramatically different than it was the last time … Read More
Mason Hawkins: Real Value Investing Has A Humility Not Present In Today’s More Popular Method Of Heavily Weighing The Qualitative Factors Of The Business And Minimizing The Importance Of Valuation
One of the value investors we like to follow closely here at The Acquirer’s Multiple is Mason Hawkins, Chairman and Chief Executive Officer at Longleaf Partners (Longleaf). Last week Longleaf released its Q218 Shareholder Letter which contains a number of warnings for today’s investors saying: “Managers who say convincingly today that … Read More