Best Takeaways From The 1994 Berkshire Hathaway Letter

Johnny HopkinsWarren BuffettLeave a Comment

Just re-read the 1994 Berkshire Hathaway Annual Letter—Buffett’s full of sharp, clear-eyed takes on investing and leadership. I pulled out a few of the best takeaways. “A fat wallet is the enemy of superior investment results,” he wrote, acknowledging that Berkshire Hathaway’s growing size made it harder to find needle-moving … Read More

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

Johnny HopkinsFREE U.S Large Cap Stock ScreenerLeave a Comment

Here’s this week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis: This week’s large-cap screener covers a diverse range of industries, including energy, finance, metal mining, telecommunications, healthcare, semiconductors, consumer retail, and electronics & entertainment. The market reflects a mix of undervalued opportunities, particularly in Integrated Oil and Gas Exploration … Read More

Warren Buffett: Why Investors Should Ignore Wall Street Projections

Johnny HopkinsCharles Munger, Warren BuffettLeave a Comment

At the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger reminded everyone why they’re value investing legends. In their signature no-nonsense style, they talked about what really matters when evaluating a business—and it’s not the slick projections investment bankers love to push. Buffett put it plainly when asked … Read More

Steve Romick: “This Too Shall Pass” – A Veteran Investor’s Calm in Market Chaos

Johnny HopkinsSteven RomickLeave a Comment

Steve Romick doesn’t mince words. The veteran value investor from the FPA Crescent Fund offers a welcome dose of level-headed perspective — especially during chaotic times like these. “It’s only April,” Morningstar’s Leslie Norton noted, “but you’ve had an eventful year.” Fires in Los Angeles, whipsaw markets, and political uncertainty … Read More

One Stock Superinvestors Are Loading Up On

Johnny HopkinsGuru PortfoliosLeave a Comment

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

VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai

Johnny HopkinsInvesting Podcast, Value InvestingLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo Stock Exchange Reforms Buyout Firms in Japan: An Undervalued Opportunity Long-Only and Activist Investors in Japan Cultural Philosophy & Long-Term Thinking Transition to Shanghai: … Read More

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

Johnny HopkinsFREE U.S Large Cap Stock ScreenerLeave a Comment

This week’s large-cap screener covers a wide array of industries, including energy, finance, homebuilding, automobiles, telecommunications, and consumer retail. Among these, sectors like energy, specialty finance, and consumer cyclicals appear to offer the most compelling value based on the Acquirer’s Multiple (AM), a key metric that identifies undervalued companies. Specialty … Read More

David Abrams: Focus on Multiple Future Paths in Investing

Johnny HopkinsDavid AbramsLeave a Comment

David Abrams, Founder of Abrams Capital and former Baupost Group investor, seldom speaks publicly. In a rare interview with Value Investing with Legends, he shared key principles behind his investing strategy. Investing begins with a simple but critical question: “What’s the risk?” As David Abrams explains, the first step is understanding … Read More

One Stock Superinvestors Are Loading Up On

Johnny HopkinsGuru PortfoliosLeave a Comment

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 13Fs. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More

Bill Nygren: Finding Value in the Shadows of the “Magnificent Seven”

Johnny HopkinsBill NygrenLeave a Comment

The relentless dominance of tech giants—the so-called “Magnificent Seven”—has left many solid companies trading at bargain valuations, creating what veteran investor Bill Nygren calls “an unusual opportunity.” In his recent CNBC interview, the Oakmark Fund portfolio manager highlighted overlooked stocks with single-digit P/E ratios, arguing that the market’s fixation on … Read More

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

Johnny HopkinsFREE U.S Large Cap Stock ScreenerLeave a Comment

This Week’s Large-Cap Value Screener This week’s screener highlights a broad mix of sectors, ranging from Integrated Oil and Gas Exploration and Production, Computer Hardware and Storage, Telecommunications Services, Specialty Finance and Energy Utilities. With market volatility still elevated, we’re seeing some standout opportunities in companies with low Acquirer’s Multiples, … Read More