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This Week’s Best Value Investing News, Podcasts, Interviews (8/26/2022)This week’s best investing news: How the Drivers of Market Returns Evolved (Jamie Catherwood) The Size Factor (Verdad) Buffett’s Berkshire Hathaway Seeks to Buy as Much as 50% o…
Warren Buffett’s Oil BetIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Warren Buffett’s Oil Bet. Here’s an excerpt from the episode: Tobias: Do you th…
This Acquirers Multiple Stock Appearing In Dalio, Watsa, Pzena 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…
10 Micro-Cap Companies That Have Seriously Outperformed Last 12 Months @YchartsAlthough they don’t seem to get the same attention as their larger market counterparts, over the past twelve months ten micro-cap companies have seriously outperformed. All of t…
Chris Davis: The Insanity Of Market PanicsIn his latest presentation titled – The Mindset Required to Navigate Crises and Uncertainty, Chris Davis provides a great illustration of the insanity of market panics. Here’s a…- Choose One Asset To Hold For The Next 246 YearsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Choose One Asset To Hold For The Next 246 Years. Here’s an excerpt from the epi…
10 Big Named Companies That Have Seriously Outperformed Last 12 Months @YchartsOver the past twelve months ten big named companies have seriously outperformed. It’s no surprise that six are from the Energy sector, one from Utilities, one from Healthcare, o…- Jim Chanos: Julian Robertson Was The Portfolio Manager’s Portfolio ManagerIn his recent interview with CNBC, Jim Chanos explains why Julian Robertson was the portfolio manager’s portfolio manager. Here’s an excerpt from the interview: Chanos: I had th…
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…- We’re In ‘The Boring 20s’ MarketIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We’re In ‘The Boring 20s’ Market. Here’s an excerpt from the episode: Tobias: W…
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…- Ian Cassel: Finding Opportunities In ScarcityIn this interview on The Infinite Loops Podcast, Ian Cassel discusses finding opportunities in scarcity. Here’s an excerpt from the interview: Cassel: And so when I get asked, “…
- Bill Ackman: The Fund Manager’s DilemmaIn his latest June 2022 Semi-Annual Letter, Bill Ackman discusses the fund manager’s dilemma. Here’s an excerpt from the letter: While our approach to investing capital is logic…
- Michael Burry Sells All But PrisonsIn their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Michael Burry Sells All But Prisons. Here’s an excerpt from the episode: Tobias…
- Cam Harvey & Rob Arnott: Today’s Inflation Is UnprecedentedIn his recent interview with Meb Faber and Rob Arnott, Cam Harvey explains why today’s inflation is unprecedented. Here’s an excerpt from the interview: Harvey: So if you look a…
David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXCOne 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…- Jim Rogers: Every Bull Market Ends The Same WayIn his recent interview with Edelweiss Wealth Management, Jim Rogers discusses how every bull market ends the same way. Here’s an excerpt from the interview: Rogers: I see the s…
- VALUE: After Hours (S04 E029): The Boring 20s, Burry Sells All But Prisons, Value and Interest RatesIn their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Michael Burry Sells All But Prisons The Boring 20s Chris Bloo…