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- This Week’s Best Value Investing News, Podcasts, Interviews (2/3/2023)This week’s best investing news: “Invest or Enlist”: The Liberty Bond Story (Jamie Catherwood) Charlie Munger says the U.S. should follow in China’s footsteps and ban cryptocurr…
Housing Crisis PornIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Housing Crisis Porn. Here’s an excerpt from the episode: Tobias: There’s some g…
This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt PortfoliosPart 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 th…
Terry Smith: Most Companies Are Not Susceptible To ReasonIn this recent edition of medirectalk, Terry Smith explained why most companies are not susceptible to reason. Here’s an excerpt from the interview: Terry Smith: Yes, I’ll elabo…
Michael Mauboussin: Investors Should Focus On Those Things That They Can ControlIn this interview with Trend Following Radio, Michael Mauboussin discusses why investors should focus on those things that they can control. Here’s an excerpt from the interview…- How Did Apple Avoid Layoffs?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss How Did Apple Avoid Layoffs?. Here’s an excerpt from the episode: Tobias: I cou…
One Stock Superinvestors Are SellingAs 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 Sc…
Jim Chanos: A Major Problem Is ‘Positioning’ Now Matters More To Investors Than FundamentalsDuring his recent interview at the iConnections Global Alts Conference, Jim Chanos discussed a major problem is ‘positioning’ now matters more to investors than fundamentals. He…
Mohnish Pabrai: How Warren Buffett Maximizes His Investment Returns Without Doing Any Heavy LiftingDuring his recent interview with EO Gurgaon, Mohnish Pabrai explained how Warren Buffett maximizes his investment returns without doing any heavy lifting. Here’s an excerpt from…- The Market’s Real CheapIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Market’s Real Cheap. Here’s an excerpt from the episode: Tobias: -I was try…
One Stock Superinvestors Are BuyingAs 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 S…
Bruce Greenwald: Why It’s So Difficult To Value CompaniesIn this interview with MOI Global, Bruce Greenwald discusses why it’s so difficulty to value companies. Here’s an excerpt from the interview: Greenwald: Let’s talk a little abou…
Howard Marks: Investors Need Stamina To Resist Short-Term TemptationsIn his recent interview with The Market, Howard Marks explained why investors need stamina to resist the temptation of responding to short-term influences. Here’s an excerpt fro…- Do You Deserve Equity Returns?In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Do You Deserve Equity Returns?. Here’s an excerpt from the episode: Tobias: Yea…
Jeremy Grantham: Most Ancient Recession Predictor Indicates Recession PendingIn his latest letter, Jeremy Grantham says the most ancient recession predictor is indicating a recession is pending. Here’s an excerpt from the letter: Other factors suggesting…
Warren Buffett: Any Blind Date Is Preferable To One With The Girl Next DoorIn his 1987 Chairman’s Letter, Warren Buffett explained how investors make the mistake of choosing exotic-sounding businesses over the less exotic, boring ones. Here’s an excerp…
Howard Marks – Top 10 Holdings – Latest 13FOne 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 the…- VALUE: After Hours (S05 E3): 3-10 Prophecy Fulfilled, Centralia Coal Fires and Inflation, Tech LayoffsIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Do You Deserve Equity Returns? The Market’s Real Cheap 3-10 P…