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- This Week’s Best Value Investing News, Research, Podcasts 5/21/2021Here’s a list of this week’s best investing news: The Best Macro Indicator (Verdad) Fierce Nerds (Paul Graham) Fear is the mind-killer: secular growth stocks are becoming increa…
Crypto Net-NetsIn their recent episode of the VALUE: After Hours Podcast, Braziel, Hoffstein, and Carlisle discussed Crypto Net-Nets. Here’s an excerpt from the episode: Tobias: You want to ta…- This Acquirers Multiple Stock Is Appearing In Dalio, Simons, And 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…
Bridgeway: Small-Value Stocks Still Have Room To RunIn their latest Perspectives, Bridgeway Capital say, “after the tremendous run of large and growth stocks over the last decade, we believe small-value stocks still have room to …
GMO: Why Today’s Highfliers Are So Likely To Fall Back To EarthIn their latest Q1 2021 Quarterly Letter, GMO say, “that speculation is a much bigger driver in the stock market today than is normally the case.” The result may lead to today’s…- VALUE: After Hours (S03 E19): Crypto Special Situation, Value vs Growth and Momentum, Wild SwingsIn this episode of the VALUE: After Hours Podcast, Thomas Braziel, Corey Hoffstein, and Tobias Carlisle chat about: Crypto Net-Nets Growth Got Crushed Crypto Arbitrage $ARKK Dro…
The Impact Of Crypto On GoldDuring his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed The Impact Of Crypto On Gold. Here’s an excerpt from the intervi…- Joel Greenblatt: What Makes A Great InvestorIn his latest interview on The Knowledge Project Podcast, Joel Greenblatt discussed what makes a great investor. Here’s an excerpt from the interview: (3:09) I think it’s a comb…
GMO: Value’s Turn: Eerie Parallels To 1999In their latest Insight titled – Value’s Turn: Eerie Parallels To 1999, the team at GMO believe that value’s recent outperformance over growth is set to continue based on the ee…- One Stock Superinvestors Are Buying Or HoldingAs 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…
- Chris Mayer: Value & Growth ‘Labels’ Are UselessIn his latest conversation with the India Investment Conference, Chris Mayer discussed the misuse of labels in finance and investing, and why one investor’s growth stock can be …
Should You Get Paid For Holding $BRK.A?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Should You Get Paid For Holding $BRK.A? Here’s an excerpt from the episode: T…- Is It Better To Buy Gold Or Gold Mining Companies?During his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed whether It Is Better To Buy Gold Or Gold Mining Companies. Here’…
- 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…
- Which Berkshire Business Would You Sell Off Assuming No Tax Hits?In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Which Berkshire Business Would You Sell Off Assuming No Tax Hits? Here’s an e…
- Value Investing In Gold MinersDuring his recent interview on The Acquirers Podcast with Tobias, Sean Fieler, CIO of Equinox Partners discussed Value Investing In Gold Miners. Here’s an excerpt from the inter…
- Tweedy Browne: How To Calculate The Intrinsic Value For BusinessesIn their latest conversation at the 2021 Virtual Value Investing Conference, the team at Tweedy Browne discussed a number of topics including how they calculate the intrinsic va…
- Steven Romick: Growth Can Bail Value Investors Out Of A Lot Of ProblemsIn his latest interview on WealthTrack, FPA,s Steven Romick discusses a number of topics including how growth stocks can bail value investors out of a lot of problems, but not a…