The Acquirer’s Multiple®

The Acquirer’s Multiple® has been a member of Linktree for 5 years and joined in August 2021. The social media accounts linked to from The Acquirer’s Multiple® are: • Facebook • Instagram • TikTok • YouTube • Email • Apple Podcasts • X Besides social media accounts, acquirersx has populated their site with: • valueoptionsletter.com • Cliff Asness: If Great Investing Was Easy, Everyone Would Do It, And The Premium Would Go Away • Mohnish Pabrai: Investors Should Ignore The 'Mickey Mouse' Macro Noise • Small Caps are Due • This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Simons Portfolios • Jeffrey Gundlach: There's One Thing More Powerful Than Fear And Greed • Bill Ackman: Fed Rate To Hit 4%. Inflation's Coming Off. • Investing Lessons From Through-Hiking • One Stock Superinvestors Are Selling • The 10 Most Profitable Companies In The U.S (S&P500) @Ycharts • Where are the Customers' Yachts?: Ride Your Winners • Charles Munger: There's A Lot Of Misery To Be Obtained By Misusing Stocks • Crypto Bankruptcies • One Stock Superinvestors Are Buying • Jim Rogers: Us Old 'Peasants' Know Gold And Silver Will Protect You When Everything's Collapsing • Jeremy Grantham – Top 10 Holdings – Q2 2022 – New Buys ISRG, HES, GSK, BP, UBS • VALUE: After Hours (S04 E31): Crypto Bankruptcies, Pacific Crest Through-Hiking, Small Caps are Due • Howard Marks: This 'Recession' Won't Last Long • 10 Big Named Companies Near 52 Week Lows @Ycharts • This Week’s Best Value Investing News, Podcasts, Interviews (9/2/2022) • Are We In The Eye Of A Hurricane? • Stock In Focus – TAM Stock Screener – Meta Platforms Inc (META) • 10 Companies That Generate Huge Free Cash Flows (Non-Financial) @Ycharts • Warren Buffett: How To Overcome Fear When Everyone Else Is Scared • Jeremy Grantham: Prepare For An Epic Superbubble Finale • How Long Should You Look Back To Forecast Forward? • This Acquirers Multiple Stock Appearing In Dalio, Pzena, Simons Portfolios • Tobias Carlisle: Most Investors Cannot Stomach A Lumpy 15% Return • Mohnish Pabrai: The Holy Grail Portfolio • How Often Should You Underwrite Your Portfolio? • Josh Wolfe: REdiscovering The Meaning Of Price • Howard Marks: The Investor's Dichotomy • Bull, Bear, And Benign Return Paths From Here • Vitaliy Katsenelson: Great Value Investing Requires Thoughtful Arrogance • Seth Klarman – Top 10 Holdings – Q2 2022 – New Buys WBD, EDU, LSXMK, LSXMA, AMZN • VALUE: After Hours (S04 E030): The Long Way; $SPY Bull, Bear, Basic and Benign Return Paths • Sanjay Bakshi: Sometimes The Best Investment Decisions End In Bad Outcomes • The Worst Performing Stocks - Last 12 Months - S&P500 @Ycharts • 10 Big Named Companies Near 52 Week Highs @Ycharts • This Week’s Best Value Investing News, Podcasts, Interviews (8/26/2022) • Warren Buffett’s Oil Bet • Stock In Focus – TAM Stock Screener – Alphabet Inc (GOOGL) • 10 Micro-Cap Companies That Have Seriously Outperformed Last 12 Months @Ycharts • Chris Davis: The Insanity Of Market Panics • Choose One Asset To Hold For The Next 246 Years • This Acquirers Multiple Stock Appearing In Dalio, Watsa, Pzena Portfolios • 10 Big Named Companies That Have Seriously Outperformed Last 12 Months @Ycharts • Jim Chanos: Julian Robertson Was The Portfolio Manager's Portfolio Manager • We're In 'The Boring 20s' Market • Ian Cassel: Finding Opportunities In Scarcity • Bill Ackman: The Fund Manager's Dilemma • Michael Burry Sells All But Prisons • David Einhorn – Top 10 Holdings – Q2 2022 – New Buys CEIX, KD, AAWW, GLD, CNXC • VALUE: After Hours (S04 E029): The Boring 20s, Burry Sells All But Prisons, Value and Interest Rates • Jim Rogers: Every Bull Market Ends The Same Way • Cam Harvey: Today's Inflation Is Unprecedented • The Amount Of Raw Material That Goes Into An Electric Vehicle • Stock In Focus – TAM Stock Screener – Himax Technologies Inc (HIMX) • This Week’s Best Value Investing News, Podcasts, Interviews (8/19/2022) • Edward Chancellor: 'New' Technology Red Flags • Jake Taylor: How To Avoid Your Blind Spots • The Big Four Basic Key Materials Of The Modern World • This Acquirers Multiple Stock Appearing In Burry, Simons, Cohen Portfolios • Aswath Damodaran: The Biggest Reason For Bad Valuations • Cliff Asness: Is Value Really An Interest Rate Bet? • Value Spread Very Very Wide • Seth Klarman: Avoidance Of Loss Is The Surest Way to Ensure A Profitable Outcome • George Soros: The Boom/Bust Cycle Explained • David Einhorn – Why Value Is Ripping! • Howard Marks: The Cardinal Sin Of Investing • Jamie Dimon: This Is Not A Normal Recession • Rich Pzena – Top 10 Holdings – Q2 2022 – New Buys SSNC, C, BMY, TCOM, GIL • VALUE: After Hours (S04 E028): Wide Value Spread, Einhorn on Value, Aggregate in Aggregate • 10 Big Named Companies With Huge Free Cash Flows @Ycharts • Buy Now/Pay Later Looks Great In A Healthy Economy • This Week’s Best Value Investing News, Podcasts, Interviews (8/12/2022) • Stock In Focus – TAM Stock Screener – Stewart Information Services Corp (STC) • Is Verizon Communications Inc (VZ) A Great Value Stock? @Ycharts • Jake Taylor: Which Type Of Investor Are You? • Terry Smith: We Still Haven't Reached The 'Capitulation Phase' • Market Sentiment Indicates We're Close To The Bottom • This Acquirers Multiple Stock Appearing In Icahn, Dalio, Simons Portfolios • Tom Gayner: How We Think About Capital Allocation • Bill Nygren: Why This 'Recession' Is Different • What's Driving High ROE In Value Stocks? • Tom Russo: Invest In Companies Where The Customer Doesn't Believe There's An Adequate Substitute • Jim Rogers: The One Place You Want Be Investing In Periods Of High Inflation • Why Are 60/40 Portfolios Underperforming? • David Einhorn: Invest In Companies That Are Buying Back Stock During Bear Markets • The Market's Imperfect Discounting Mechanism • Terry Smith – Top 10 Holdings – Latest 13F – New Buys ADBE, MTD, SABR, CGNX, WING • Howard Marks: Investors Should Search For Bargains In The 'Uninvestable' Pile • Howard Marks: What To Do When The Stock You Sold Continues To Skyrocket • Insane Amount Of Energy Required To Put Food On A Plate • Is Meta Platforms Inc (META) A Great Value Stock? @Ycharts • Stock In Focus – TAM Stock Screener – Pzena Investment Management Inc (PZN) • This Week’s Best Value Investing News, Podcasts, Interviews (5/8/2022) • Peter Lynch: Investors Should Never Ignore Entire Categories Of Companies • Ken Fisher: Debunk - One Bear Market & You're Done • Inflation Is Class Warfare • This Acquirers Multiple Stock Appearing In Klarman, Dalio, Watsa Portfolios • Bill Ackman: The Reason That Inflation Continues To 'Rage' • David Einhorn: TWTR - We're Getting 50-50 Odds On Something That Should Happen 95%+ Of The Time • Recession Or Mean Reversion After 2 Year Sugar High • Jim Rogers: Waiting For The Spark That Will Cause A Big Big Rally • Jeremy Grantham: The Stock Market 'Termites' Always Go For The Juiciest Speculative Things First • The Trillion Dollar Question For All Investors • Howard Marks: Here's Why Investors Should Ignore Macro Forecasts • Ray Dalio: How Investors Can Cut Their Risk In Half • Ray Dalio – Top 10 Holdings – Latest 13F – New Buys EEM, MDT, IEMG, PFE, BRK.B • VALUE: After Hours (S04 E027): Small Value is Quality, Energy in Food, Financials and the Consumer • Jeremy Grantham: Where Is The Bottom Of This Bear Market? • This Week’s Best Value Investing News, Podcasts, Interviews (7/29/2022) • Another Lost Decade For Market Returns • Stock In Focus – TAM Stock Screener – Warrior Met Coal Inc (HCC) • Is Netflix Inc (NFLX) A Great Value Stock? @Ycharts • Aswath Damodaran: Even The Worst Investors Can Get Lucky • Nelson Peltz: The Biggest Mistake Investors Make • Investing Lessons From Golf Pro Matt Fitzpatrick • This Acquirers Multiple Stock Appearing In Marks, Simons, Fisher Portfolios • Why Artificial Intelligence Will Never Beat the Stock Market • Pzena: Value’s Opportunity In Uncertain Times • Howard Marks: Investing Is Like Golf • Matt Sweeney: Being Comfortable When Everything Is Uncomfortable Drives Huge Investment Returns • Mohnish Pabrai: How To Assess Any Business In 30 Seconds • Bulk Of The Selling Still To Come • Jeremy Grantham – Top 10 Holdings – Latest 13F - NEW BUYS AMZN, SEDG, AMRC, RUN, ZNGA • VALUE: After Hours (S04 E026): Market Valuation, Historical Bears, And Artificial Intelligence • Jim Rogers: The Next Bear Market 'Has' To Be Horrible • Howard Marks: Should Investors Buy The Dip? • Waiting For Low Valuations And Buybacks • Is British American Tobacco PLC (BTI) A Great Value Stock? @Ycharts • Stock In Focus – TAM Stock Screener – Resolute Forest Products Inc (RFP) • This Week’s Best Value Investing News, Podcasts, Interviews (7/22/2022) • Michael Mauboussin: Investors Must Look Past Simple Measures Of Profits To Understand A Business’s True Ability To Create Value • Will Warren Buffett Take OXY Private? • This Acquirers Multiple Stock Appearing In Klarman, Abrams, Smith Portfolios • David Rolfe: Investors Should Heed Stanley Druckenmiller's Warning On So-Called 'Soft Landings' • GMO: The Best Places To Fish In This Market • Rich Pzena: Why Value Investing Continues To Work • The Biggest Hurdles To Clean Energy • Joel Greenblatt: When It Makes Sense To Bet 40% Of Your Portfolio On One Stock • Ray Dalio: Weigh The Value Of Seeking Additional Information Against The Cost Of Postponing A Decision • Bill Smead: Beware The Two-Headed Investment Monster • Musk Can’t Just Walk Away From Twitter • Sam Zell: The Secret To A Long & Successful Investing Career • Mohnish Pabrai: Focusing On Multi-Baggers Is The Best Investing Strategy • Charles Munger – Top 10 Holdings – Q2 2022 • VALUE: After Hours (S04 E025): Musk over with $TWTR, Oil and Power, Buffett Buys More $OXY • What's Making It So Hard To Get Inflation Under Control? • This Week’s Best Value Investing News, Podcasts, Interviews (7/15/2022) • Stock In Focus – TAM Stock Screener – Vista Outdoor Inc (VSTO) • Is Alphabet Inc (GOOGL) A Great Value Stock? @Ycharts • Jeremy Grantham: We Are Going To Have A Very Big Reversal From Growth To Value • Miller Value: Longer Term Returns Are Historically Strong Following A 20% Drawdown • Real Estate Follows The Stock Market With 12 Month Delay • This Acquirers Multiple Stock Appearing In Dalio, Simons, Asness Portfolios • Charles Munger: Inflation, Like The Weather, Should Be Largely Ignored • Michael Mauboussin: The Best Time To Invest After A 20% Market Drawdown • Ed Thorp Uncovered Madoff’s Fraud • Wally Weitz: For Great Investors Certainty Is Not Required • Leon Cooperman: Equities Are The Best House In The Neighborhood, But I Don't Like The Neighborhood! • 80% Of The Stock Market Is Now On Autopilot • Terry Smith: TINA — There Is No Alternative • Bill Nygren: Now Is The Time To Take Advantage Of Increased Volatility & Market Declines • Is This Market Rhyming With 1973-1981? • Stanley Druckenmiller – Top 10 Holdings – Q1 2022 – New Buys - SPY (PUT), TECK, MSFT, CVX, CTRA • Another 10 Big Named Companies Near 52 Week Lows • Ed Thorp Had 20% Returns P.A For Over Two Decades, Without A Single Down Quarter • Stock In Focus – TAM Stock Screener – Masonite International Corp (DOOR) • This Week’s Best Value Investing News, Podcasts, Interviews (7/8/2022) • Mark Yusko: Here's Why Every Trade Makes You Richer Or Wiser, But Never Both • Is Philip Morris International Inc (PM) A Great Value Stock? • Ray Dalio: The World Order and How It’s Changing • Bell Curve Jedi • This Acquirers Multiple Stock Appearing In Dalio, Pzena, Gayner Portfolios • Value Does Well In Periods Of High Inflation • Ed Thorp: How Short-Term Thinking Can Cost Investors Millions • Vitaliy Katsenelson: Every Great Investor Has Gone Through Periods Of Pain & Self Doubt • Why Warren Buffett Is Buying More OXY • Mohnish Pabrai: Two Of The Most Important Lessons In Investing • Jim O'Shaughnessy: Price To Book Is Dead • Oaktree: Today's Sharp Price Declines Provide Investors With Numerous Opportunities • Chris Bloomstran: Berkshire Hathaway Is A 'Bond' That Yields 8.3% • Joel Greenblatt - Top 10 Holdings – Q1 2022 – New Buys SPY, IEMG, ITOS, QCOM, U • VALUE: After Hours (S04 E024): Is The Value Run Over?; Ed Thorp on Markets and Life; Buffett Buys More $OXY • Howard Marks: Successful Investors Have To Take On Uncomfortably Idiosyncratic Positions • A Number Of Acquirer’s Multiple Deep Value Stocks Trading Cheap • This Week’s Best Value Investing News, Podcasts, Interviews (7/1/2022) • Stanley Druckenmiller: Do Not Invest In The Present • Mohnish Pabrai: How To Tell Which Businesses Do Well In An Inflationary Environment • Is Procter & Gamble Co (PG) A Great Value Stock? • This Acquirers Multiple Stock Appearing In Dalio, Simons, Greenblatt Portfolios • Buffett Understood See’s Competitive Advantage • Tweedy Browne: How To Combine Insider Buying With Cheap Valuations To Find Opportunities • Ray Dalio: How To Invest During Periods Of Volatility • Record Number Of Net-Nets Since 1999 • How Much Does A Typical Bear Market Fall? • Brandes: The Tailwind For Value Investors Continues • Jim Simons: Markets Are Not Much More Efficient Today, Anomalies Still Exist • John Templeton Used These Two Techniques To Overcome Behavioral Biases • Howard Marks: An Investor Must Do One Of These Two Things To Achieve Superior Results • Chase Coleman 10 Holdings – Q1 2022 – New Buys CRWD, NOW, SNOW, LI, MNDY • VALUE: After Hours (S04 E023): Bear Markets, Acquirers Multiple and Net Nets; Buffett's See's Letter • When To Sell • Stock In Focus – TAM Stock Screener – Emergent BioSolutions Inc (EBS) • This Week’s Best Value Investing News, Podcasts, Interviews (6/24/2022) • A Lot Of Quality Companies Down 90% • Is eBay Inc (EBAY) A Great Value Stock? • This Acquirers Multiple Stock Appearing In Marks, Simons, Miller Portfolios • Aswath Damodaran: The Biggest Misconception About Valuing Companies • Cliff Asness: Common Misconceptions About Buybacks • Ray Dalio: We Are Now In A Period Of Stagflation • Munger’s Win-Win-Win Investing Strategy • Ken Fisher: We're In A 'Ghost-Busters' Bear Market • Richard Thaler: There's No Evidence To Suggest We Learn From Past Mistakes • We’re In A Cotton Eye Joe Market • Jim Chanos: Ongoing Investor Speculation Is Shocking • Howard Marks: There Is No 'Economic Machine' • Mohnish Pabrai: The Genius Of Warren Buffett's Japanese Bets • VALUE: After Hours (S04 E022): Quality, Cotton-Eye Joe Market, Markets in TurmOIL! and Metal Detection • Bruce Berkowitz 10 Holdings – Q1 2022 - New Buys EPD, CMC, C, WBA, SAFM • 60% Discount 1st Month - Trial All 3 U.S Screens ($19.99) Coupon Codes IG2022 or FB2022 • Best Selling Books - Tobias Carlisle • The Acquirers Podcast - YouTube • FREE Value Investing Newsletter - Subscribe • Seth Klarman: Investors Should Get Ready For A Big Jolt With Lots Of Pain • Be Prepared To Adapt Your Investing Strategy • Stock In Focus – TAM Stock Screener – Winnebago Industries Inc (WGO) • This Week’s Best Value Investing News, Podcasts, Interviews (6/17/2022) • This Acquirers Multiple Stock Appearing In Klarman, Einhorn, Dalio Portfolios • Ken Fisher: How To Position Your Portfolio For A Rebound • Jeffrey Gundlach: Growth vs Value Has Had An 'Outrageous' Reversal • Investors Should Beware When Cloning 13F’s • Is Meta Platforms Inc (META) A Great Value Stock? • Leon Cooperman: Investor Mindsets Changing To A Get-Me-Out Philosophy • Christopher Davis: We're Getting A Value Investors' Dream Of Investment Opportunities • You Just Can’t Overpay For Quality! • The Best Investing Strategy Going Forward • Stanley Druckenmiller: Investors Should Be Open-Minded To Possibility Of Something Really Bad • Mohnish Pabrai: One Of The Most Valuable Investing Lessons I Learned For Charlie Munger • David Einhorn: What A Decade Of Structural Under-Investment Means For Investors • Bill Ackman 10 Holdings – Q1 2022 – New Buys NFLX, CP • Howard Marks: The Most Likely Result Will Be A Recession • VALUE: After Hours (S04 E021): Chesterton's Fence; When Quality Fails; Inflation, Data and Predictions • This Is How Charlie Munger Negotiates With Large Insurance Companies • This Week’s Best Value Investing News, Podcasts, Interviews (6/10/2022) • Michael Burry Shorts $AAPL • Do Lower Valuations Represent Good Value? • Stock In Focus – TAM Stock Screener – Rent-A-Center Inc (RCII) • Aswath Damodaran: Moneyball Investing • Warren Buffett: What Makes Apple Inc Great! • Is Netflix Inc (NFLX) A Great Value Stock? • Cheap Tech • Jim Rogers: Sure Signs We're Nearing The End Of The Bull Market • Sam Zell: Successful Investing - Calculate The Downside Risk And Be Certain You Can Handle It • Pzena Investment Management: Fundamentals Point To An Enduring Value Cycle • Spock’s Predictions Were Wrong 83% Of The Time • Guy Spier: Placing Right-Sized Bets • Howard Marks: Investors Should Never Wait For The Market To Get Cheaper • Charlie Munger: Old School Valuation Methods Will Never Die • Li Lu Top 10 Holdings – Q1 2022 - No New Buys • VALUE: After Hours (S04 E020): Scouts vs Soldiers, $RH, Macro Crashes, Cheap Tech and Commodities • Warren Buffett: There Is Nothing More Destructive Than Companies Reporting Forecasted Earnings • What A Difference 12 Months Makes @ycharts • Iron Worm Success Led To Disastrous Investment Outcome • Stock In Focus – TAM Stock Screener – Ingles Markets Inc (IMKTA) • This Week’s Best Value Investing News, Podcasts, Interviews (6/3/2022) • George Soros: AI Threat To Open Society • Is Alphabet Inc (GOOGL) A Great Value Stock? • Jamie Dimon: Investors Better Brace For An Economic Hurricane • Investors Always Say They're Long-Term At The Top • This Acquirers Multiple Stock Appearing In Grantham, Dalio, Miller Portfolios • Ray Dalio: There's One Way To Predict Current Financial Outcomes • Crash or Megabear? • Jeremy Grantham: This Market Feels Like The 1970's • Chamath Palihapitiya's 4 Major SPAC Deals Performance Last 12 Months @ycharts • Cathie Wood Says AI Could Lead To 50% GDP Growth • Sean Stannard-Stockton: Your Gut Calls Are Not Designed For This Market • Aswath Damodaran: Broken Business Models In Tech Companies Weren't Apparent During Good Times • Ian Cassel: Use These 8 Attributes To Find The Best Undiscovered Companies • Cliff Asness: A Value Bet Is Not Tech vs The World • Terry Smith Top 10 Holdings – Q1 2022, BUYS ADBE, MTD, SABR, CGNX, WING • VALUE: After Hours (S04 E019): NYSE Opening Bell, The Iron Worm, Retail Apocalypse, Crash or Megabear? • Howard Marks: Investing Lessons Learned From The Market Trends In 2020-21 • Bill Nygren: Investors Get Excited At Precisely The Wrong Time • Investing Implications Of Dopamine • Stock In Focus – TAM Stock Screener - BlueLinx Holdings Inc (BXC) • This Week’s Best Value Investing News, Podcasts, Interviews (5/27/2022) • Bill Ackman: Here's Why There's No Buyers For Stocks • It’s No Sin To Buy Something And Sell It Lower • This Acquirers Multiple Stock Appearing In Klarman, Lu, Pabrai Portfolios • Is Verizon Communications Inc (VZ) A Great Value Stock? • Ray Dalio: Here's Why Everything Can't Continue To Go Up • Jeremy Grantham: Sure Signs That This Market Breakdown Is The Real McCoy • You Should Expect To Be Down 50% At Some Stage • One Stock Superinvestors Are Selling: UnitedHealth Group Inc (UNH) • John Neff: Why Most Investors Will Never Hold Compounders • Don’t Hold Cash Waiting For The ‘Right Time’ • One Stock Superinvestors Are Buying: Moody's Corporation (MCO) • Bill Miller: If You Can't Buy When Prices Are Falling You Can't Buy At All • GMO: Protecting Your Portfolio from Inflation After the Fact • Ken Griffin: Why Value Stocks Will Outperform Growth • Avoid Social Media When There's Panic In Markets • Howard Marks Top 10 Holdings – Q1 2022, Buys SBLK, CBL, VALE, ITUB, PBR • Constellation Software (CSU.TO) vs Berkshire Hathaway (BRK.A) - Head To Head @ycharts • What Does Warren Buffett See In His 8 New Positions (Q1 2022)? @ycharts • Warren Buffett vs Cathie Wood • Stock In Focus – TAM Stock Screener – PROG Holdings Inc (PRG) • This Week’s Best Value Investing News, Podcasts, Interviews (5/20/2022) • Arnold Van Den Berg: Everyone's A Financial Genius In A Rising Market • Jeremy Grantham: The First Sign That A Bubble Is About To Pop • Is Pfizer Inc (PFE) A Great Value Stock? • During Drawdowns - Add A New Position Or Buy More Of What You Have? • This Acquirers Multiple Stock Appearing In Simons, Grantham, Greenblatt Portfolios • Ray Dalio: Investors Should Have 'Good Times' & 'Bad Times' Portfolios • Howard Marks: You Only Find Out Who The Good Investors Are During Bad Times • One Stock Superinvestors Are Selling: Meta Platforms Inc (FB) • Don't Break Your Own Investing Rules • Michael Burry Top 10 Holdings – Q1 2022, Buys AAPL, BKNG, DISCK, GOOGL, CI • The Market Loves To Destroy Hubris • One Stock Superinvestors Are Buying: Visa Inc (V) • Miller Value: How To Exploit Short-Term Volatility • Francis Chou: The Difference Between Having Conviction & Being Reckless • Seth Klarman Top 10 Holdings – Q1 2022, Buys ENC, FISV, GOOG, DBX, GTN • VALUE: After Hours (S04 E018): Warren Buffett v Cathie Wood, Small Cap Value and Growth, Dopamine • Jeffrey Gundlach: Why A Recession Is Likely In 2023 • Michael Mauboussin: Warren Buffett Says - When You Find Yourself In A Hole, The First Thing You Do Is Stop Digging • Chart Of The Week: Biggest Losers - S&P 500 - YTD @ycharts • Charles Munger: Best Quotes From The Berkshire Meeting • Stock In Focus – TAM Stock Screener – Eagle Bulk Shipping Inc (EGLE) • This Week’s Best Value Investing News, Podcasts, Interviews (5/13/2022) • Dr Daniel Crosby: The One Thing That Most Investors Misunderstand About Investing • Michael Mauboussin: Investors Should Pay More Attention To Management's Actions Regarding Buying And Selling Company Stock • Negotiating Munger Style • Is The Home Depot Inc (HD) A Great Value Stock? @ycharts • This Acquirers Multiple Stock Appearing In Dalio, Gayner, Greenblatt Portfolios • What Berkshire’s 10Q Revealed • Chris Bloomstran: Why You Should Never Doubt Warren Buffett Has Lost His Touch • Charles Munger: "We’ve Never Succeeded At Anything That Was Really Hard Where We Didn’t Have Much Aptitude For It" • Key Takeaways From The Berkshire Meeting • Mario Gabelli & John Rogers - Why Volatility Is Off The Charts • Aswath Damodaran: The Inflation Genie Is Out Of The Bottle • Chart Of The Week: Cathie Wood vs Warren Buffett - Head To Head - Last 10 Years - @ycharts • John Huber: When To Sell A Stock • VALUE: After Hours (S04 E017): Warren Buffett and Charlie Munger's Berkshire Hathaway Meeting in Omaha • Dan Loeb: Investors Must Adapt Their Models And Frameworks Quickly As Market Conditions Shift • Lee Ainslie Top 10 Holdings – Latest 13F, Buys OSH, V, AMZN, MA, LRCX • Stock In Focus – TAM Stock Screener – Tilly's Inc (NYSE: TLYS) • Fragility Everywhere • This Week’s Best Value Investing News, Podcasts, Interviews (5/6/2022) • Ted Weschler: Why I Initially Rejected The Offer To Work At Berkshire • Tesla On Path To Dominate S&P 500 By 2030 • This Acquirers Multiple Stock Appearing In Grantham, Marks, Simons Portfolios • Tom Gayner: The Similarities Between Markel & Berkshire • Is Meta Platforms Inc (NASDAQ: FB) A Great Value Stock? • Tom Russo: Warren Buffett's #1 Strength • Bubbles Are Rational • Jeffrey Gundlach: Growth Has Stopped Outperforming, The Tailwind Is For Value • One Stock Superinvestors Are Selling: Microsoft Corporation (NASDAQ: MSFT) • Jeremy Grantham: The Trouble With Capitalism - The Devil & The Farmer • Howard Marks: Proof That Risk Is Counter-Intuitive • Warren Buffett: Cash Is Like Oxygen, If It Disappears For A Few Minutes It's All Over • One Stock Superinvestors Are Buying: Amazon.com, Inc. (NASDAQ: AMZN) • How Cobweb Theory Affects Markets • Chase Coleman Top 10 Holdings – Latest 13F, Buys NU, SNOW, JD, XPEV, DDOG • Charles Munger: Stocks Are Being Traded On A Casino Basis • One Way To Avoid Getting Wiped Out! • Warren Buffett: Looking Back, We Have Bought At Some Really Dumb Times • This Week’s Best Value Investing News, Podcasts, Interviews (4/29/2022) • Stock In Focus – TAM Stock Screener – Children's Place Inc (NASDAQ: PLCE) • Antagonistic Pleiotropy Investing • Rob Arnott: What We're Seeing Is The Bursting Of A Bubble • Steve Romick: Understand Who You Are Before You Start Investing • ‘New Technology’ And Its Diminishing Law of Returns • This Acquirers Multiple Stock Appearing In Simons, Dalio, Cohen Portfolios • Is Atlas Air Worldwide Holdings, Inc. (NASDAQ: AAWW) A Great Value Stock? • Chris Bloomstran: You Have To Do Some Harm To Yourself, Hopefully When You're Young, To Become A Better Investor • Monte Carlo Simulation Humbles Investors • One Stock Superinvestors Are Selling: Alphabet Inc Class C (NASDAQ: GOOG) • Dan Rasmussen: Investing Lessons From Ray Dalio • Jim Rogers: In Investing Follow The Disaster And You Will Probably Do Well • Value Spread Wider Than Ever • One Stock Superinvestors Are Buying: Canadian Pacific Railway Ltd (NYSE: CP) • Aswath Damodaran: Investors Should Hang Out With People Who Don't Think Like Them • Tweedy Browne: Value Stocks Will Continue To Outperform Growth • Jim Chanos: The Greatest Defense Attorney And The Harshest Prosecutor Of Any Company Is Its Stock Price! • David Einhorn Top 10 Holdings – Latest 13F, Buys TSLA (PUT), GPN, CPRI, VSCO, KD • Mohnish Pabrai: You Only Need A Minority Of Investments To Get You To The Promised Land • VALUE: After Hours (S04 E016): Value Undervalued, Ten-Year Treasury Vertical and Antagonistic Pleiotropy • Bill Ackman: Act Quickly When You Discover New Information About Your Original Thesis • Positing The Next 10 Years In Markets • Stock In Focus – TAM Stock Screener – Himax Technologies, Inc. (NASDAQ: HIMX) • This Week’s Best Value Investing News, Podcasts, Interviews (4/22/2022) • Jeffrey Gundlach: Investors Should Move To A 'Radical' 25/25/25/25 Portfolio • How Warren Buffett Negotiates A Deal • This Acquirers Multiple Stock Appearing In Buffett, Grantham, Greenblatt Portfolios • Is Micron Technology, Inc. (NASDAQ: MU) A Great Value Stock? • Pzena: Fundamentals Support The Case For An Enduring Value Cycle • National Cash Register – A Century Of Innovation • One Stock Superinvestors Are Selling: Intuit Inc. (NASDAQ: INTU) • John Rogers: Long-Neglected Value Stocks Poised To Outperform Growth • Laughing Water Capital: 7 Strategies Investors Can Use To Survive Periods Of Uncertainty • Charlie Munger Halves Stake In $BABA • One Stock Superinvestors Are Buying: Starbucks Corporation (NASDAQ: SBUX) • Jason Zweig: Investing Lessons From Daniel Kahneman • Warren Buffett: I've Gotten Dumber But I've Gotten Wiser • VALUE: After Hours (S04 E015): How Warren Buffett Negotiates a Deal, Charlie Munger on $BABA, NCR Tech • Aswath Damodaran: The Problem With 'Old Time' Value Investors • Ray Dalio: Competing In Markets Is More Difficult Than Competing In The Olympics • Charles Munger Top 10 Holdings – Q1 2022, Sells BABA • Warren Buffett: You Don't Need Brains To Be Successful In The Market, You Need The Right Orientation • Grandma’s Portfolio Outperformed • Stock In Focus – TAM Stock Screener – SciPlay Corp (NASDAQ: SCPL) • This Week’s Best Value Investing News, Podcasts, Interviews (4/15/2022) • Greenblatt On The Acquirer’s Multiple • Mohnish Pabrai: The One Question You Need To Answer Before You Can Value Any Business • Here’s Why Lowe`s Companies Inc (NYSE: LOW) May Be A Value Stock • Michael Mauboussin: Financial Statements - One Size Does Not Fit All • Investing Lessons From The Science of Hitting • One Stock Superinvestors Are Selling: PepsiCo, Inc. (NASDAQ: PEP) • Ken Fisher: How Bear Markets Hornswoggle The Last Greater Fool Into Stocks • Bain Capital: Investors Should Use OODA Loops In Times Of Uncertainty • Elon Musk Twitter Activism • One Stock Superinvestors Are Buying: Walt Disney Co (NYSE: DIS) • Bill Nygren: Buy & Hold Beats 35 Major Global Events • Weitz: Investors Should Take Comfort In What They Ignore • VALUE: After Hours (S04 E014): Elon Musk $TWTR Activism, Joel Greenblatt on Acquirers, Hitting Science • Li Lu Top 10 Holdings – Q4 2021, Buys FB, BAC • Warren Buffett: Discard Your Hypothesis If It Turns Out To Be Wrong • Chris Bloomstran: Investors Should Beware When Cloning 13F's • Stock In Focus – TAM Stock Screener – Smith & Wesson Brands Inc (NASDAQ: SWBI) • Jeremy Grantham: Spaceship Earth & It's Finite Supply • Telsa Trading Sardines • This Week’s Best Value Investing News, Podcasts, Interviews (4/8/2022) • Investing Is All A Mental Game • Here’s Why Philip Morris International Inc. (NYSE: PM) May Be A Value Stock • This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Dalio Portfolios • Howard Marks: U.S Onshoring Investment Opportunities • Josh Wolfe: Investors Should Be Wary Of False Optimism • Should We All Just Invest In SPY? • Aswath Damodaran: Sticking To Your Investment Philosophy Means Leaving Money On The Table • One Stock Superinvestors Are Selling: Wells Fargo & Co (NYSE: WFC) • Chuck Akre: How To Calculate The 'Real' Rate of Return • One Stock Superinvestors Are Buying: Fiserv Inc (NASDAQ: FISV) • Central Bank Still Pretending There’s No Inflation • Bill Gross: Blackjack Taught Me About Risk Management • Kenneth French - Chance Dominates Realized Returns • Stanley Druckenmiller Top 10 Holdings – Q4 2021, Buys CPNG, CVX, CVNA, MSFT, SNAP • VALUE: After Hours (S04 E013): Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity • Joel Greenblatt: Investing Is About Living To Play Another Day • Jim Chanos: Short Sellers Are The Financial Detectives Of Financial Markets • Stock In Focus – TAM Stock Screener – Perdoceo Education Corp (NASDAQ: PRDO) • 50% Moves In Chinese Stocks • This Week’s Best Value Investing News, Podcasts, Interviews (4/1/2022) • Francis Chou: Ignore The Narratives • Xiang Guangda’s Wrong-Way Bet on Nickel Futures Broke The Exchange • This Acquirers Multiple Stock Appearing In Klarman, Watsa, Pabrai Portfolios • Bill Ackman: Pershing Square 3.0 - A 'Quieter' Approach To Investing • Rob Vinall: Don't Be In A Hurry To Sell Winners When They Become Overvalued • Surging Wheat Prices & Fertilizer Shortages • One Stock Superinvestors Are Selling: eBay Inc (NASDAQ: EBAY) • Joel Greenblatt: How To Think About Concentration In Portfolios • Matt Sweeney: Using “Good Co / Bad Co” To Find Great Investments • Value Investing In The Commodity Space • One Stock Superinvestors Are Buying: PayPal Holdings Inc (NASDAQ: PYPL) • John Hussman: What Is The Right Discount Rate? • John Huber: The Simplest Way To Maximize Investment Performance • VALUE: After Hours (S04 E012): Buffett and $Y, and $OXY; Oil, Nickel, Wheat and Commodities Go Nuts • Bill Ackman Top 10 Holdings – Q4 2021, Buys CP • Leon Cooperman: My Big Mistake Was Not Buying Berkshire • N N Taleb: The Link Between Misinformation & Fooled By Randomness • This Week’s Best Value Investing News, Podcasts, Interviews (3/25/2022) • The Importance Of Surrendering In Investing • Stock In Focus – TAM Stock Screener – Innoviva Inc (NASDAQ: INVA) • Eric Schoenstein: Your Margin of Safety Should Be Different For Every Company • Warren Buffett’s UnBuffett-Like Trades • This Acquirers Multiple Stock Appearing In Simons, Dalio, Greenblatt Portfolios • Here’s Why Alphabet Inc Class A (NASDAQ: GOOGL) May Be A Value Stock • Howard Marks: The Pendulum Has Swung From Globalization To Onshoring • Jake Taylor: Return On Investing Capital Is Like Weightlifting • Is Charles Munger The Greatest 'Passive' Investor Of All Time? • Bill Miller: Rotation To Value Has Begun • Prem Watsa: Why We Invest In Founder-Led Companies • Jim Chanos: Investors Are Being Mislead By 'Legal Fraud' • One Stock Superinvestors Are Buying: Comcast Corporation (NASDAQ: CMCSA) • This Is The Toughest Macro Environment Ever • Terry Smith: Buffett's Simple Rule Of Thumb For Buying • Jeremy Grantham Top 10 Holdings – Q4 2021, Buys TSM, LRCX, V, CONE, DAR • Michael Mauboussin: How Feedback Can Improve Your Investment Process • VALUE: After Hours (S04 E011): AAII Bulls vs Bears vs Fear/Greed, Stagflation, The Surrender Experiment • Ian Cassel: MicroCaps - The Small Investors Playground • Morgan Housel: "Don't Do Anything" Are The Most Powerful Words In Finance • Being Inside A Nuclear Blast Radius • Stock In Focus – TAM Stock Screener – MarineMax Inc (NYSE: HZO) • This Week’s Best Value Investing News, Podcasts, Interviews (3/18/2022) • Ragnarok v Fimbulwinter Markets • Here’s Why Bath & Body Works Inc (NYSE: BBWI) May Be A Value Stock (Improved Stock Screens) • This Acquirers Multiple Stock Appearing In Klarman, Simons, Berkowitz Portfolios • Stanley Druckenmiller: Investing Across Multiple Asset Classes Means There's Always An Opportunity Somewhere • Cliff Asness: Look For 'Moneyball' Stocks • Flow Is Still Into Risky Assets • One Stock Superinvestors Are Selling: UnitedHealth Group Inc (NYSE: UNH) • Gavin Baker: Get Addicted To The 52-Week Low List • Phil Huber: Prepare For Long Winters In Investing • Howard Marks: "The Great Investors I Know Are Unemotional About Their Investing" • Hard Times Create Strong Men • One Stock Superinvestors Are Buying: Visa Inc (NYSE: V) • Aswath Damodaran: The Karmic Path To Investing • VALUE: After Hours (S04 E010): Weird Moves, Weird Market; Fimbulwinter v Ragnarok; Nuclear War • Terry Smith Top 10 Holdings – Q4 2021, Buys GOOGL, MSFT, EL, CHD, MKC • Bill Nygren: Stock Selection: Devil's Advocate Reviews • Dan McMurtrie: Great Investors Are Masters Of 'Tactical Laziness' • Is Callaway Going To Be A Boom Stock? • Cliff Asness: FOMO Means Investors Can't Tell You About Their Losers • This Week’s Best Value Investing News (3/11/2022) • Stock In Focus – TAM Stock Screener – Boise Cascade Co (NYSE: BCC) • Here’s Why Moderna Inc (NASDAQ: MRNA) May Be A Value Stock (Improved Stock Screens) • Charlie Dreifus: How To Invest In A Falling Market • Buffett: When Buybacks Are A Better Alternative Than Doing Something Stupid • This Acquirers Multiple Stock Appearing In Grantham, Simons, Druckenmiller Portfolios • Jeremy Grantham: Investors Are All So Short-Term And Basically A Bit Innumerate • Aswath Damodaran: Greed Kills The Best Investing Strategies • Updates To Acquirer’s Multiple Screens • Howard Marks: Understand Everything About 20 Companies Rather Than The Slightest Bit About 400 • Where Do Returns Really Come From? • One Stock Superinvestors Are Buying: Alphabet Inc Class A (NASDAQ: GOOGL) • Joel Greenblatt: How Investors Suspend Common Sense • Prem Watsa: How To Find Companies That Can Survive For 100 Years • Morgan Housel: Investing Like Warren Buffett Sounds Easy, But It's Really Complex • Sequoia: Great Investing Is Balancing Caution With The Capacity For Imagination • Joel Greenblatt Top 10 Holdings (Q4 2021) – Buys GSPY, SPY, BRK.B, DTE, APO • VALUE: After Hours (S04 E09): Where Do Returns Come From?, Changes to Acquirers Multiple, Callaway • Facebook’s Metaverse Is A Giant Leap of Faith • Stock In Focus – TAM Stock Screener – Louisiana-Pacific Corporation (NYSE: LPX) • This Week’s Best Value Investing News (3/4/2022) • Michael Mauboussin: When Negative Free Cash Flow Makes Sense • This Acquirers Multiple Stock Appearing In Marks, Simons, Tepper Portfolios: (NASDAQ: CHK) • Here's Why Meta Platforms Inc (NASDAQ: FB) May Be A Value Stock (Improved Stock Screens) • Chris Bloomstran: The Genius Of Warren Buffett • Investing Lessons From Camels • Is Russia A Big Opportunity Right Now? • One Stock Superinvestors Are Selling: Berkshire Hathaway Inc. Class B (NYSE: BRK.B) • Howard Marks: Find An Asset, Or An Asset Class, That Looks Scary From The Outside • Rob Arnott: Contrarian Investing Is Inherently Painful • The Importance Of Taking An Outside View • One Stock Superinvestors Are Buying: Meta Platforms Inc (NASDAQ: FB) • Ian Cassel: Find Stocks Using The First Wave Of Discovery • Cliff Asness: Shorting The Bad Guys • VALUE: After Hours (S04 E08): $FB Facebook, Bull Russia, The Outside View, Camels • Warren Buffett: We Find Little That Excites Us! • Howard Marks Top 10 Holdings (Q4 2021) – Buys GTX, HTZ, RWAY, WFRD, SPY • Chris Cole: Volatility Is Off The Scale! • The Acquirers Podcast - Value After Hours - 10,000 YouTube Subscribers • Tom Gayner: Win-Win-Win! • Munger Using Margin To Buy Alibaba • Stock In Focus – TAM Stock Screener – Quidel Corporation (NASDAQ: QDEL) • This Week’s Best Value Investing News (2/25/2022) • GMO: Making Money And Reducing Risk In An Equity Superbubble • Basket Investing vs Idiosyncratic Investing • This Acquirers Multiple Stock Appearing In Marks, Miller, Simons Portfolios • Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be Boring • Managing Quotational Risk • One Stock Superinvestors Are Selling: (NASDAQ: MSFT) • Edward Chancellor: The More Things Change The More They Stay The Same • Christopher Davis: The Importance of Price Discipline • Value Returns 1866 to Date • One Stock Superinvestors Are Buying: (NYSE: MA) • Cliff Asness: Everything Is Extremely Expensive Versus History • Robeco: Human Instincts Drive The Value Premium • GMO: 4 Investing Mistakes To Avoid In A Rising Market • Wally Weitz: There's Always Something In The News Headlines To Scare Investors • VALUE: After Hours (S04 E07): Value Returns 1866 to Date, Certain to Win and Boyd's OODA Loop • Seth Klarman Top 10 Holdings (Q4 2021) – Buys FISV, GTXAP, NLOK, QRVO, LSXMK • Charles Munger: We Have A New Bunch Of Emperors That Are Going To Change The World • Why Deep Value Works • Stock In Focus – TAM Stock Screener – Dicks Sporting Goods Inc (NYSE: DKS) • This Week’s Best Value Investing News (2/18/2022) • Charles Munger: Why I Invested In Alibaba And Other Chinese Stocks • Mauboussin – Underestimating The Red Queen • This Acquirers Multiple Stock Appearing In Dalio, Grantham, Greenblatt Portfolios (NYSE: WFG) • Laughing Water Capital: Real Diversification Means Part Of Your Portfolio Will Not Be Working • How Relevant Is ROE? • One Stock Superinvestors Are Selling: (NYSE: WFC) • John Hussman: Revenues Are A Better Sufficient Statistic Than Year-To-Year Earnings • Michael Burry Top 10 Holdings Q4 2021, Buys BMY, FNF, GD, IMPX, CXW • One Stock Superinvestors Are Buying Or Holding: (NYSE: JNJ) • Acquirers Multiple All-Time Spread • Warren Buffett: Berkshire's 'Edge' When It Comes To Making Acquisitions • Hayden Capital: Protecting Against Drawdowns • Seth Klarman: The Wiring We All Have As Humans Can Trip Us Up • Euclidean Technologies: The Link Between Value's Outperformance & Inflation • Rich Pzena Top 10 Holdings (Q4 2021) – Latest 13F, Buys CTSH, GE, EIX, AIG, LEA • VALUE: After Hours (S04 E06): Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen • David Gardner: Try Never To Sell • Give Me Optimism, But Not Yet! • Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW) • This Week’s Best Value Investing News (2/11/2022) • Ray Dalio: The Macro-Investing Template • Warren Buffett: During Scary Periods, You Should Never Forget Two Things • This Acquirers Multiple Stock Appearing In Simons, Fisher, Cohen, Portfolios • Misinformation And Why We Should Stop Reading The ‘News’ • Li Lu’s Amazing Journey • One Stock Superinvestors Are Selling: (NASDAQ: FB) • Jeremy Grantham: Stock Price Manipulation • Rich Pzena: The Danger Of Becoming Anchored In Investing • Value's Best 50 Days • One Stock Superinvestors Are Buying Or Holding: (NASDAQ: AMZN) • Josh Wolfe: 'Buy-The-Dip' No Longer Works • Charley Ellis: My 300x Bet In Berkshire Hathaway • Ken Fisher Top 10 Holdings (Q4 2021) – Latest 13F, Buys AAPL, AMD, MSFT, INTU, UBER • VALUE: After Hours (S04 E05): Value Best 50 Days, Misinformation, $QRATE vs $ZM Update • Tweedy Browne: Price Is Once Again Starting To Matter In Investing • Seth Klarman: Investors Must Maintain Their Bearings When Others Are Not • Supply Chain Issues Everywhere • This Week’s Best Value Investing News (2/4/2022) • Ron Baron: Goodwill Is The Gift That Keeps On Giving • Mega Bear Market Coming? • This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Cohen, Portfolios: (NASDAQ: FLGT) • Mark Leonard: Opportunities In Businesses That Have An "Earned Secret" • The ARKK, Tesla, Bitcoin Correlation • One Stock Superinvestors Are Selling: (NASDAQ: CMCSA) • Joel Greenblatt: The Two Types Of Businesses Investors Should Own • Bill Nygren: How To Avoid Value Traps • Is iPhone The Best Toll Road Ever Created? • One Stock Superinvestors Are Buying Or Holding: Visa Inc (NYSE: V) • Jake Taylor: Getting On Base • David Einhorn: Half A Silly Stock Price Is Not Deep Value • Rob Vinall: Moat vs Execution • Paul Tudor Jones Top 10 Holdings – Latest 13F, Buys SPY, VER, JNJ, SCR, KSU • VALUE: After Hours (S04 E04): Markets in Turmoil! Growth vs Value Sell-offs, Gravity, $NFLX • Ruane Cunniff: Mr. Market Has Evolved Into A Much More Formidable Foe • Greenwald on Buffett’s Moats • Vitaliy Katsenelson: Investors Have To Differentiate Between A Good Company And A Good Stock • Bill Ackman: Lessons In Asymmetric Hedging • This week’s best value investing news, commentary, podcasts, and interviews (1/28/2022). • Lyapunov Time • This Acquirers Multiple Stock Appearing In Marks, Simons, Cohen, Portfolios • Sequoia: Why Long-Term Value Investors Fail • Wally Weitz: Emperor’s New Clothes Moments Ahead • Horizon Kinetics: How the Markets Might Distract, or Harm (or help) • David Poppe: Arguing With Mr. Market • Second Derivative Suffering • David Herro: Volatility Is Not A Proxy For Risk • Terry Smith: Good Companies Don't Become Bad Companies • Defying Base Rates • One Stock Superinvestors Are Buying Or Holding • Michael Mauboussin: The Framework To Analyze Any M&A Deal • Carl Icahn: The Death of Activism • Chris Bloomstran Top 10 Holdings – Latest 13F, Buys DLTR, VIAC, ALK, BRK.B, HFC • VALUE: After Hours (S04 E03): Greenwald On Buffett's Moats, Defying Base Rates, The Lyapunov Window • Cytokine Storms • This Week’s Best Value Investing News (1/21/2022) • Jeremy Grantham: Let The Wild Rumpus Begin* • Buffett's Simple Valuation Metric On Coke $KO • Seth Klarman: Speculative Holdings Are Like Roach Motels • Albert Bridge Capital: The Market Will Always Be A Weighing Machine • Ian Cassel: How To Manage The Emotional Side Of Investing • This Acquirers Multiple Stock Appearing In Simons, Cohen, Greenblatt Portfolios • Guy Spier: Unlearning And Relearning From Warren Buffett • One Stock Superinvestors Are Selling: Interpublic Group of Companies Inc (NYSE: IPG) • Terry Smith – First Order Of Commodity Price Spike Not On Consumer Prices, But On Company Profits • Bob Robotti: The Revenge Of The Stock-Picker • Why Didn't We All Just Buy $GOOG • John Hussman: Return-Free Risk • Bruce Greenwald: Moats Are Not That Hard To Calculate • Bill Ackman Top 10 Holdings - Latest 13F, Buys CMG, HLT, LOW • VALUE: After Hours (S04 E02): Cytokine Storms, $GOOG Valuation, Buffett on Coke $KO, Vale Lou Simpson • Pzena: Value Investing Opportunities Don't Have To Be Optically Cheap Junk • Howard Marks: The Art Of Selling • This Week’s Best Value Investing News (1/14/2022) • E O Wilson – Of Ants and Men • Stock In Focus – TAM Stock Screener – West Fraser Timber Co. Ltd. (NYSE: WFG) • Corey Hoffstein: Minimize Timing Luck Using An Options Trading Ladder • Terry Smith: In Investing You Can't Have Your Cake And Eat It Too • Jeremy Grantham – My Sister’s Pension • This Acquirers Multiple Stock Appearing In Grantham, Cohen, Greenblatt Portfolios: LyondellBasell Industries NV (NYSE: LYB) • Rob Arnott: The Value Effect Is Alive And Well • Value is the Widowmaker Trade • Cliff Asness: AQR Positioned For One Of The Most Robust Recoveries For Factor Investing Since The Tech Bubble Of 1999 • One Stock Superinvestors Are Selling: Charles Schwab Corporation (NYSE: SCHW) • Bill Miller: How To Find Value In Companies That Are Not Making A Profit • Aswath Damodaran: It Is Moneyball Time! • Warren Buffett Schools ARK’s Cathie Wood • One Stock Superinvestors Are Buying: Microsoft Corporation (NASDAQ: MSFT) • Albert Bridge Capital: When Growth Stocks Get Annihilated Value Doesn't Participate In The Downside • Jim Simons Top 10 Holdings – Latest 13F, Buys ADBE, TSLA, AZN, NKE, AMD • VALUE: After Hours (S04 E01): Value is the Widowmaker Trade, EO Wilson, Tobacco Stocks for Divvies • Bill Nygren: How To Apply Value Investing To Growth Stocks • This Week’s Best Value Investing News (1/07/2022) • Stock In Focus – TAM Stock Screener – ArcelorMittal SA (NYSE: MT) • Jeremy Grantham: Our Children Will Be Talking About This Market In 50 Years Time. Here's Why... • Bruce Greenwald: Investors Should Search For Concealed Value In Assets Under A Rock • This Acquirers Multiple Stock Appearing In Marks, Grantham, Ainslie Portfolios • Roger Lowenstein: Liquidity Is A 'Straw Man' • Charles Munger Doubles Down On Alibaba (NYSE: BABA) • Polen Capital: The Benefits Of Concentrated Investing In Quality Small Caps • Josh Wolfe: Why Value Investing Is Timeless • One Stock Superinvestors Are Buying: Alibaba Group Holding Ltd - ADR (NYSE: BABA) • Chamath Palihapitiya: Create Behavioral Rules To Protect You From Yourself In Investing • Terry Smith Top 10 Holdings – Latest 13F, Buys AMZN, CHD, WAT, HD, SABR • Gautam Baid: The Importance Of An Investor's Slugging Percentage • Ray Dalio: Common Investing Mistakes • John Rogers: 2022 Will Be A Great Year For Value • Berkshire's Business Model Without Buffett • Stock In Focus – TAM Stock Screener – Atkore Inc (NYSE: ATKR) • This Week’s Best Value Investing News (12/24/2021) • This Acquirers Multiple Stock Appearing In Grantham, Simons, Gabelli Portfolios • How To Measure Hard Work In Investing • John Malone: Sometimes You Just Need To Get Lucky In Investing • Cliss Asness: Unless Human Nature Has Changed We Will Continue With Our Strategy • Bill Nygren: Low PE Stocks Provide A Very Good Hunting Ground For Long-Term Investors Today • One Stock Superinvestors Are Selling: Paypal Holdings Inc (NASDAQ: PYPL) • Elon Musk - 2017 Time Magazine Prediction • Tom Russo: The Benefits Of Selling To Berkshire Hathaway • Jake Taylor: The Stoic Path To Investing • AMC Spaces & The Short Squeeze • Michael Mauboussin: The 3 Buckets Of Investing In Today's Markets • One Stock Superinvestors Are Buying: Lockheed Martin Corporation (NYSE: LMT) • Bill Miller: Most Of The Big Name Stocks Offer Good Value • VALUE: After Hours (S03 E48): Holiday Special, Time Person of the Year Indicator, Hard Work, AMC Spaces • Stanley Druckenmiller Top 10 Holdings – Latest 13F, Buys GOOGL, CPNG, EXPE • Why Do Owner-Operators Outperform Typical Public Companies? • This Is How A Laser Works • Rich Pzena: There's Something Wrong With The Arithmetic In Today's Valuations • This Week’s Best Value Investing News (12/17/2021) • Stock In Focus – TAM Stock Screener – Dillard's, Inc. (NYSE: DDS) • Market Being Held Up By Just 4 Stocks • This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Tudor-Jones Portfolios • Ruane Cunniff: The Secret Sauce Of Investing • Gautam Baid: Using A Variant Perception Strategy To Find Multi-Baggers • Favorite Non-Buffett Investor • One Stock Superinvestors Are Selling: Bristol-Myers Squibb Co (NYSE: BMY) • Morningstar: ARKK: An Object Lesson in How Not To Invest • Leon Cooperman: Buy A Combination Of Things That Are Working And Not Working • How To Generate Monster Returns • One Stock Superinvestors Are Buying: Chevron Corporation (NYSE: CVX) • Investing Lesson From Sun Tzu: Know Thyself And The Companies Your Investing In • Daniel Crosby: The Road To Poor Returns Is Paved With Complexity • NEW PODCAST - VALUE: After Hours (S03 E47): Value Rises, Growth Falls; Monster Winners; and Lasers • Warren Buffett Top 10 Holdings – Latest 13F, Buys CVX, RPRX, FND • Paul Singer: Investor FOMO Could Lead To Significant And Long Lasting Damage • Aswath Damodaran: Mythology Surrounding Great CEOs • Howard Marks: Invest Early, Invest Heavily, And Stay In The Market • Who are the Longest Serving Active CEOs in the S&P 500? • Stress Kills You • Stock In Focus – TAM Stock Screener - Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA) • This Week’s Best Value Investing News (12/10/2021) • GMO: Growth Traps Are Worse Than Value Traps • Why Picking High Growth Winners Is So Hard • This Acquirers Multiple Stock Appearing In Dalio, Greenblatt, Ainslie Portfolios: (NYSE: WFG) • Gavin Baker: Warren Buffett Doesn't Need To Do Due Diligence • Bill Miller: One Of The Best Ways To Find Opportunities • Buffett Needed AAPL To Keep Up With The S&P • One Stock Superinvestors Are Selling: Adobe Inc (NASDAQ: ADBE) • Chris Mayer: It's A Bad Idea To Continually Check Your Portfolio • Michael Steinhardt: Develop A Variant Perception • The Crashless Generation • One Stock Superinvestors Are Buying: Johnson & Johnson (NYSE: JNJ) • Michael Mauboussin: Why Do Smart People Make Dumb Decisions? • Charles Munger: Use Patterns Of Noise To Find Hunting Grounds For Value • NEW PODCAST - VALUE: After Hours (S03 E46): Crashless Generation; Value Spread; Heart Disease, Stress and Cortisol • Joel Greenblatt Top 10 Holdings – Latest 13F, Buys GSPY, SPY, PPL • Bruce Greenwald: How To Value Growth • Peter Bernstein: Investing Is A Logicians Trap • Munger’s Mental Models • This Week’s Best Value Investing News, Podcasts, Research (12/03/2021) • Roger Lowenstein: Warren Buffett - The Man Who Stripped Wall Street Of Its Mystery • James Clear: If You Can't Think Long-Term In Investing, Here's Why! • Shoot First, Ask Questions Later On Buy Decisions • This Acquirers Multiple Stock Appearing In Ainslie, Simons, Marks Portfolios - Vale SA (NYSE: VALE) • Jeremy Grantham: Bull Markets Are Like A Water Jet Under a Ping-Pong Ball • Terry Smith: Investors Just Don't Read The Accounts • Compound Wealth With A Cockroach Portfolio • One Stock Superinvestors Are Selling - Bank of America Corp (NYSE: BAC) • Li Lu On Munger's Patience To Wait For The Right Opportunity • Joel Greenblatt: How To Think About Position Sizing • This Is The Best Time Of Year To Find Opportunities • One Stock Superinvestors Are Buying - Schlumberger NV (NYSE: SLB) • Animal Spirits: There Is No Link Between Stock Prices And Fundamentals • Aswath Damodaran: Growth Investors Have Become Lazy • Morgan Housel: Investing Behavior Is Inborn • VALUE: After Hours (S03 E45): 100th Episode Special - The Value / Growth Reversal, Munger's Mental Models, $VIX • David Einhorn Top 10 Holdings - Latest 13F, Buys SLV, TECK, BHF • Charles Munger: Override Your Subconscious Using Two-Track Analysis • James Clear: The Search For Novelty Is The Greatest Threat To Success • Learning From Complexity • This Week’s Best Value Investing News (11/26/2021) • Stock In Focus – TAM Stock Screener – Co-Diagnostics Inc (NASDAQ: CODX) • Lux Capital: A Message To Young Investors Who Only Know A Rising Market • Bitcoin As A Hedge Against Money Printing • This Acquirers Multiple Stock Appearing In Marks, Simons, Cohen Portfolios - (NASDAQ: CHK) • Rob Arnott: Smart Money Has Gotten Dumb • Edward Chancellor: When Investors Continue To Maintain Faith In A 'New Era' Of The Stock Market • What If The Fed Is Wrong • One Stock Superinvestors Are Selling: Meta Platforms Inc (NASDAQ: FB) • Howard Marks: There's A New World Order • James Montier: Value Stocks Are Like Free Inflation Insurance • Everything Is Expensive! • One Stock Superinvestors Are Buying - salesforce.com, inc. (NYSE: CRM) • Bill Nygren: We're Excited About The Prospects Of A Value Recovery • Daniel Kahneman: How Often Should You Check Your Portfolio For Optimum Returns • Morgan Housel: Paying The Psychological Price For Higher Returns • NEW PODCAST - VALUE: After Hours (S03 E44): Returns To Growth And Value, Inflation, $ETH, $BTC And Crypto • Michael Burry Top 10 Holdings – Latest 13F, Buys LMT, DNOW, SCYX • Dan Loeb: Investors, Like Athletes, Need To Review Their 'Game Films' • Terry Smith: We're The Groucho Marx of Investment • There’s A Lot To Like About Elon Musk • This Week’s Best Value Investing News (11/19/2021) • John Malone: Market In A Bubble Like The Late 90's. This Is A Land Rush! • Bruce Greenwald: Great Investors Are Like Mutants Without Emotion • Japanese Activist - Yoshiaki Murakami • This Acquirers Multiple Stock Appearing In Dalio, Grantham, Greenblatt Portfolios - (NYSE: LYB) • Michael Mauboussin: What Distinguishes A Great Investor From A Good Investor • David Herro: Catalysts For Value Investing In Today’s Markets • Sir John Templeton: Buy On Bad News • David Gardner’s Investing Strategy • One Stock Superinvestors Are Selling - Microsoft Corporation (NASDAQ: MSFT) • Terry Smith: Investors Miss The Most Important Thing By Focusing On Whether A Company Is Cheap Or Expensive • Adam Smith: Beware The Black Horsemen During Bull Markets • Small-Caps Cheaper Than The Market • One Stock Superinvestors Are Buying - Visa Inc (NYSE: V) • Carl Icahn: Don't Confuse A Bull Market With Brains! • Nassim Nicholas Taleb: Most Successes Come From Taking Action During Windows Of Opportunity • NEW PODCAST - Value After Hours (S03 E43): David Gardner, Small Value And Market Value, Yoshiaki Murakami And Japanese Value • Seth Klarman 10 Holdings – Latest 13F • Aswath Damodaran: Don't Put Great Investors On A Pedestal! • Charles Ellis: Chasing Icarus-Like Returns • The Anti-Factor Year • This Week’s Best Value Investing News (11/12/2021) • Howard Marks: The Problem With Paying Up For A Popular Stock • Seth Klarman: Liquidity Can Be Illusory • Bessembinder’s Lessons For Finding Outliers • Warren Buffett: Growth Can Have Both A Positive And Negative Impact For The Investor • Charles Munger: Pay More Attention To Your Failures • Aswath Damodaran: Developing The 'Right' Investing Philosophy For You • The Cynefin Portfolio Framework • One Stock Superinvestors Are Selling: Mastercard Inc (NYSE: MA) • James Montier: Growth Stocks Are The Attractive Defendants Of The Finance World • Burton Malkiel: Risk Tolerance - What's Your Sleeping Point? • Value Stocks Better Than The Market • One Stock Superinvestors Are Buying: Organon & Co (NYSE: OGN) • Tom Gayner: If Your Stock Is A Rolling Train, Don't Get Off! • Bill Nygren: How To Pick The Winners In A Disruptive World • Rob Arnott: Now Is One Of The Best Times Historically To Buy Value • NEW PODCAST: Acquirers Podcast VAH (S03 E42): Pzena Value And Quality; $TSLA, And NFT Bubble; And Cynefin Framework. • Li Lu Top 10 Holdings – Latest 13F • Warren Buffett: Why We Continue To Hold Businesses That Are Unprofitable • Michael Mauboussin: How To Calculate The Present Value Of An Investment • Pros & Cons For Dual-Class Shares • This Week’s Best Value Investing News (11/05/2021) • Bill Ackman: How To Hedge Against Outlier Events • William Bernstein: Investors Need To Choose Between Entertainment Or Higher Returns • Yen Liow - The Game Within The Game • Charles Munger: China Handles Booms Better Than Capitalist America • Tweedy Browne: Rotation Towards Value Ongoing And Sustainable • GMO: There’s Nothing More Frustrating Than Watching Your Neighbor Get Rich • Toxoplasmosis Makes You A Better Investor • One Stock Superinvestors Are Selling (NYSE: SCHW) • Brandes: Ben Graham's Thoughts On The Role Of Intangibles • Charles Munger: You Don't Have To Hire Out Your Thinking If You Keep It Simple • Aswath Damodaran: I Absolutely Despise The ESG Goodness Cloak • Facebook Wants Control Of The Metaverse • One Stock Superinvestors Are Buying (NYSE: BABA) • Rich Pzena: Cheap Stocks Can Be Quality Stocks Too! • William Bernstein: The 4 Abilities That Every Successful Investor Needs • VALUE: After Hours (S03 E41): Value Fund Letters, Toxoplasmosis And Risk-Taking, $FB And The Metaverse • Stanley Druckenmiller Top 10 Holdings – Latest 13F • Rob Arnott: The Best Strategy Is One Where You'll Stay The Course When It Goes Against You • Joel Greenblatt: How To Avoid Value Traps That Appear To Have A Good Margin Of Safety • Wu Wei Investing • Stock In Focus – TAM Stock Screener – PulteGroup, Inc. (NYSE: PHM) • This Week’s Best Value Investing News (10/29/2021) • Warren Buffett: This Is How You Manage Risk! • The Future of Work Is Hybrid • This Acquirers Multiple Stock Appearing In Dalio, Ainslie, Greenblatt Portfolios: (Alcoa Corp NYSE: AA) • Bill Ackman: Investors Should Own Businesses With Real Pricing Power • GMO: It Takes Decades To Recover When The Bubble Bursts • Daniel Kahneman: The One Question That Most Investors Can't Answer • John Malone’s Compensation Philosophy • One Stock Superinvestors Are Selling (NASDAQ: EBAY) • Bill Nygren: Chasing Short Term Profits At The Expense Of Stakeholders • Warren Buffett: How To Deal With Financial Shenanigans • Burton Malkiel: The Nonsense Of Relying On Very High Long-Term Growth Rates • Munger’s View On Inflation • One Stock Superinvestors Are Buying (NASDAQ: FB) • David Einhorn: Make Sensible Investments In Companies Based On Earnings, Cashflows, And Assets, And Not On Top Line Story Stocks • Weitz: Build A Portfolio Where Each Position Is Significant Enough To Matter, Yet None Can Individually Make Or Break Your Results • Terry Smith: How To Ensure Share BuyBacks Add Value For Shareholders • Joel Greenblatt Top 10 Holdings – Latest 13F • NEW PODCAST - VALUE: After Hours (S03 E40): Inflation And Value By Decade, Small Caps And Interest Rates, And Wu Wei • Michael Mauboussin: How To Use The Expectations Investing Process • David Tepper: There Are No Great Asset Classes Right Now! • Michael Burry: Look For Value Stocks That Have Been Going Sideways For Some Time • Terry Smith: Investing Lessons From The Tour de France • Charles Munger: Knowing The Limits Of Your Knowledge Will Help You Survive • Munger Doubles Down On BABA • This Week's Best Value Investing News (10/22/2021) • Daniel Kahneman: How Investors Can Make Significantly Better 'Noise-Free' Decisions • Howard Marks: This Latest Cycle Was Like A Meteor Hitting Earth From Outer Space • Even The Best Strategy Will Go Backwards Sometimes • This Acquirers Multiple Stock Appearing In Grantham, Dalio, Greenblatt Portfolios • David Einhorn: Losing Money When You're Holding High-Performing Winners • Peter Lynch: Invest In Small-Cap Stocks, If You Have The Stomach • One Stock Superinvestors Are Selling (NYSE: KMX) • Late Innings Complacency • Bill Miller: Forget The Headlines And Focus On Stocks • Pzena: The Opportunity In Value Stocks Is Compelling • Daniel Kahneman: The Illusion Of Skill In Investing • Aswath Damodaran: Humility Is The Single Most Important Characteristic You Need To Be A Successful Investor • Stanley Druckenmiller: There's Less Than A Handful Of People That Can 'Pull The Trigger' When It's All On The Line • Jim Chanos: China’s “Leveraged Prosperity” Model is Doomed • One Stock Superinvestors Are Buying (NYSE: S) • Gamification Of Digital Advertising • James Montier: The Dangers Of Diversification • Howard Marks: The Impact Of Investor Psychology On Markets • Rich Pzena: Earnings Growth Rates Higher For Value Stocks Than Growth Stocks Next Two Years • NEW PODCAST: VALUE: After Hours (S03 E39): Value Cheap For A Reason? Late-Innings Complacency, Munger Buys More $BABA. • Dan Loeb Top 10 Holdings - Latest 13F • This Week’s Best Value Investing News, Research, Podcasts 10/15/2021 • Charles Munger: Bet Heavily When An Opportunity Presents • Peter Lynch: The Next 10-Bagger Is Staring You In The Face • Today's Cambrian Explosion Is Stifling Competition • Stock In Focus – TAM Stock Screener – Vale SA (NYSE: VALE) • Rob Arnott: We May Never Again See A Better Opportunity To Buy Value Stocks • Most Of The Time You're In A Drawdown • This Acquirers Multiple Stock Appearing In Simons, Greenblatt, Gabelli Portfolios (NYSE: KGC) • Chuck Royce: U.S Small Caps Set To Outperform U.S Large Caps • GMO: Making Money on Companies That Make No Money • Warren Buffett: Most Major Acquisitions Don't Make Sense • Nassim Taleb: When I Don't Have Skin In The Game, I Am Usually Dumb • Sir John Templeton: Buy When Things Look Darkest • One Stock Superinvestors Are Selling (NYSE: C) • Inverse Performance Between Quality & Value • Joel Greenblatt: The Optimum Number Of Positions To Hold In Your Portfolio • Adopting Kaufman’s Win-Win Approach To Investing • One Stock Superinvestors Are Buying (NASDAQ: AMZN) • Terry Smith: Investors Should Reconsider Using The Bond Rate As A Base Rate For Returns • Seth Klarman: The Madness of Crowds Creates Opportunities For Value Investors • Best Value Stock - FREE Large Cap 1000 Screener (NYSE: WFG) • Peter Lynch: Invest Over The Long-Term Like A 'Dumb Mule' • Michael Mauboussin: Reclassifying Cash Flow Items Provides Investors With Greater Insights • Charles Munger Top 10 Holdings (Q3 2021) - Increased Stake In (NYSE: BABA) • VALUE: After Hours (S03 E38): Drawdowns, How Does Quality Work? And Love And Meditation • Jeremy Grantham: Value Stocks Outside The U.S Will Have A Positive Return Over The Next 10 Years • How Buffett Consistently Borrowed Money At Rates Lower Than The US Government • David Einhorn: Apathetic Investors In Today's Market • Stock In Focus - Stock Screener - Louisiana-Pacific Corporation (NYSE: LPX) • Using Kahneman's Advice On An 'Outside View' • This Week’s Best Value Investing News, Research, Podcasts 10/8/2021 • This AM Stock Appearing In Superinvestor Portfolios (NYSE: GFI) • Is Averaging Down A Good Investment Strategy? • Terry Smith: CEOs Are Better Investors Than Most Fund Managers • Peter Lynch: Far More Money Has Been Lost By Investors Trying To Time Corrections Than In All Corrections Combined • One Stock Superinvestors Are Selling (NYSE: FIS) • Explosion In Retail Trading Accounts • Why Is $ATUS Share Price Dropping? • George Soros: I Believe That Market Prices Are Always Wrong • David Einhorn: Sometimes You Just Need To Own The 'Now' Stocks • Joel Greenblatt: Enterprising Investors Should Focus On Small-Cap Stocks • James Montier: Investors Sell More Winners Than Losers • Making Sense of Charlie's $BABA Bet • One Stock Superinvestors Are Buying (NYSE: CVNA) • Fingerprinting & Bias Blind Spot In Investing • Michael Mauboussin: You Have To Earn The Right To Use Multiples • John Neff: How Investors Should Think About Holding Cash • VALUE: After Hours (S03 E37): $ATUS; Did I Miss The Turn In Value?; The Ten-Year Spikes; Fingerprint Bias • Lee Ainslie Top 10 Holdings (Q2 2021) • Cliff Sosin: Finding New Value Investing Opportunities • Jack Ma: Overcoming Failures & Rejections • Stock In Focus – TAM Stock Screener – Industrias Bachoco, S.A.B. de C.V. (NYSE: IBA) • Joel Greenblatt: Market-Cap-Weighted Index Funds Guarantee Investors Own Less Bargain Priced Stocks • Mauboussin - Turn And Face The Strange • This Week’s Best Value Investing News, Research, Podcasts 10/1/2021 • This Acquirers Multiple Stock Is Appearing In Dalio, Grantham, Gayner Portfolios (NYSE: LEN) • VALUE: After Hours (S03 E36): China; $BABA; Evergrande; $AAPL Losing Innovation; Mauboussin Strange • Brandes Investment: Technologies May Change: Investing Fundamentals Don’t • The Mark-To-Market Fallacy In Private Equity • Charlie Munger: There Are Many Different Ways To Succeed In Investing • Mark Yusko: Markets Are Broken! You Would Have To Live 111 Years To Get A 10% Return • Is Groupthink Impacting Your Results? • Terry Smith: 6 Criteria For Finding Exceptional Businesses • One Stock Superinvestors Are Selling (NYSE: PM) • The 3 Pillars Of Private Equity That Hurt Investors • Warren Buffett: All Earnings Are Not Created Equal • Rich Pzena: Why Returns Deteriorate As You Grow • Rob Arnott: Value Stocks Only Asset Class Likely To Generate 5%–10% Real Return Over Coming Decade • One Stock Superinvestors Are Buying (NYSE: NKE) • Value Enticing Relative To Growth • IRR – The Faulty Metric of Private Equity • The Acquirers Podcast (Ep.130): Jeffrey C Hooke – LBO MYTHS: Private Equity Myths • Jim Simons: The Golden Rule Of Investing • Terry Smith Top 10 Holdings (Q2 2021) • Rob Vinall: The Most Important Factor In Investing • Warren Buffett: Putting 75% Of Your Net Worth Into A 'Lead-Pipe Cinch' • Ken Fisher: Investors Overlooking The Most Important Metric – GOPM • How Fishing Makes You A Better Investor • This Week’s Best Value Investing News, Research, Podcasts 9/24/2021 • Weitz: How To Identify Quality Companies • Chuck Akre: Timeless Lessons From Warren Buffett • This AM Stock Is Appearing In Cohen, Ainslie, Greenblatt Portfolio (NYSE: LPX) • VALUE: After Hours (S03 E35): Value Growth Spread Widest Ever, Fishing With Munger In China, Think Twice • Gamification Of Robinhood • James Montier: Anyone Can Create Their Own Currency • Mark Leonard: Great Management – You Don’t Need To Find The Reincarnation Of Peter Drucker On Roller Skates • One Stock Superinvestors Are Selling (NYSE: JPM) • Scale Advantage - Suspending The Laws of Economics • Robinhood’s Deals With Wholesale Market Makers • Sequoia : Don’t Try To Emulate Your Investing Idols • Steven Romick: History Shows That High Earnings Growth Is Unsustainable • One Stock Superinvestors Are Buying (NYSE: MA) • GMO - Growth & Value Outperformance Phenomenon • Gamblers ‘Enjoy’ Losing • Michael Mauboussin: Make Better Investing Decisions – Seek Out Dissenting Views • Jim Simons Top 10 Holdings (Q2 2021) • (Ep.129) The Acquirers Podcast: Dr Richard Smith – Risky Business: Managing Risk Under Uncertainty • Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn't Make A Return • Grantham’s Everything Bubble • Stock In Focus – TAM Stock Screener – SYNNEX Corporation (NYSE: SNX) • Vitaliy Katsenelson: Invest In Management That Have Skin-In-The-Game • This Week’s Best Value Investing News, Research, Podcasts 9/17/2021 • Using AI To Decipher Footnotes • VALUE: After Hours (S03 E34): Mass Extinctions, GMO's Value vs Growth Letter, And Grantham's Bubble Call • This AM Stock Is Appearing In Dalio, Cohen, Simons Portfolios (NYSE: WFG) • John Paulson: You Can’t Short Crypto • Joel Greenblatt: Ignore Traditional Value Investing Metrics When It Comes To FANMAG Stocks • Advisor Perspectives: Most Investment Pros Can't Beat The Market • Smead Capital: The McNealy Problem • One Stock Superinvestors Are Selling (NASDAQ: MSFT) • The Impact Of China’s Widening Crackdown • The New Value Factor • Rob Arnott: You Need Courage To Invest In Value Stocks • Against The Gods: The Theory Police & When It Really Counts • One Stock Superinvestors Are Buying (NASDAQ: TXRH) • Memetics - How Peter Thiel Turned $500K Into $1 Billion+ • Companies That Tell The Truth Outperform • Aswath Damodaran: Value Investors Should Consider Young Growth Money Losing Companies • Bill Ackman Top 10 Holdings (Q2 2021) • (Ep.128) The Acquirers Podcast: David Trainer - Core Earnings, New Data On Excess Alpha From Earnings Distortions • Howard Marks: There Are No Sure Things • Aswath Damodaran: When Someone Tells You The Market’s Expensive, Check Out Their Age • Cliff Asness: Shorting Your Way to a Greener Tomorrow • NFTs: The Future of Art Or A Waste Of Money • This Week’s Best Value Investing News, Research, Podcasts 9/10/2021 • Warren Buffett: Beware Of Investment Activity That Produces Applause • Michael Mauboussin: Investors Won’t Make Good Decisions That May Appear Wrong In The Short-Term • Terry Smith: Investing In Bitcoin Is Greater Fool Theory • This Acquirers Multiple Stock Is Appearing In Paulson, Marks, Ainslie Portfolios (NYSE: AU) • Take Small Positions If The Stock’s Expensive • VALUE: After Hours (S03 E33): Memetics, NFTs, China Crackdown, Housing Prices • Are You The Average Of The Five People You Spend The Most Time With? • #neversell Gets You Through Drawdowns • Cliff Asness: The Confusion Around Value Investing • Peter Thiel: Lessons Learned From Not Participating In The ‘Series B’ Round In Facebook • One Stock Superinvestors Are Selling (NYSE: WFC) • Average Up & Bet Hard • Just Buy The Best Companies • David Einhorn Top 10 Holdings (Q2 2021) • (Ep.127) The Acquirers Podcast: Matt Cochrane – Moat Quality: Wide-Moat, Quality, Growth Investing • Howard Marks: The ‘We Don’t Invest In Tech’ Misnomer • Building A 'Hail Mary' Portfolio • Aswath Damodaran: This Might Explain Why Munger Bought Alibaba • Stock In Focus – TAM Stock Screener – Foot Locker, Inc. (NYSE: FL) • This Week’s Best Value Investing News, Research, Podcasts 9/3/2021 • This AM Stock Is Appearing In Soros, Dalio, Tepper Portfolios (NYSE: DHI) • VALUE: After Hours Podcast (S03 E32): Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Burry Long Shipping, Short ARK. • How To Build A Rare Whisky Portfolio • Joel Greenblatt: To Quote Animal House – Knowledge Is Good • Don't Believe Everything You Read About Investing In China • How To Build A Profitable Vintage Wine Portfolio • One Stock Superinvestors Are Buying Or Holding (NYSE: OGN) • Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I Follow • Jim Rogers: The Madness Of Investors • Wally Weitz: From Traditional Value To Fast Growing Stocks • The Science Behind A Great Whisky • Investing Lessons From RATM’s Tom Morello • One Stock Superinvestors Are Selling (NYSE: BAC) • GMO: Merger Arbitrage Provides A Compelling Opportunity For Patient Investors • Cliff Asness: Are Value Stocks Cheap for a Fundamental Reason? • (Ep.126) The Acquirers Podcast: Elite Wine & Whisky - The Secrets To Collecting Fine Wine & Rare Whisky • Warren Buffett: Investors Should Avoid The ‘Noah School Of Investing’ • Howard Marks Top 10 Holdings (Q2 2021) • Arnold Van Den Berg: The Psychology Of Short-Sellers • Why Did Munger Buy Alibaba? • Warren Buffett: The Reason Ben Graham Would Not Have Adopted My Strategy • Stock In Focus – TAM Stock Screener – Whirlpool Corporation (NYSE: WHR) • This Week’s Best Value Investing News, Research, Podcasts 8/27/2021 • Dan McMurtrie: Securities Inherit Characteristics Of Their Holders • NEW PODCAST - VALUE: After Hours Podcast (S03 E31): Charlie Munger’s $BABA Position, RATM’s Tom Morello On Mastery, China Tailwind. • Eunuch Spiders Have Nothing To Lose • Bill Miller: Too Many Value Investors Focus On ‘Accounting Value’ • This Acquirers Multiple Stock Is Appearing In Marks, Simons, Tepper Portfolios (NASDAQ: CHK) • Jean-Marie Eveillard: Investors Have To Have The Courage To Say No • Never Ever Sell An Option • Go Positive & Go First! • One Stock Superinvestors Are Buying Or Holding (NYSE: CRM) • Ron Muhlenkamp: 3 Traits You Need To Be A Successful Investor • John Templeton: 3 Things I Do That Distinguishes Me From Fisher And Buffett • Call Options Are Like Lottery Tickets • One Stock Superinvestors Are Selling eBay Inc (NASDAQ: EBAY) • Berkshire Hathaway Net Sellers. • (Ep.125) The Acquirers Podcast: William L. Silber – Hail Mary, The Power Of Nothing To Lose • Seth Klarman Top 10 Holdings (Q2 202 • Howard Marks: How To Recognize When The Odds Are Against You • John Rogers: More Than Ever, The Greatest Opportunites Are In Small-Caps • N N Taleb: Connectivity Has Created The Winner-Take-All Effect • This Week’s Best Value Investing News, Research, Podcasts 8/20/2021 • Qurate Has A Big Decision To Make Right Now • Stock In Focus: Sibanye Stillwater Ltd (NYSE: SBSW) • (Ep.124) The Acquirers Podcast: Jamie Powell, reporter at FT Alphaville discusses Tesla’s Accounting. • VALUE: After Hours Podcast (S03 E30): Taylor, Brewster, and Carlisle discuss Warren Buffett’s Berkshire Hathaway Earnings, How To Meet & Greet, $QRTEA. • This Acquirers Multiple Stock Is Appearing In Dalio, Simons, Halvorsen Portfolios: (LH) • GMO: When The Ducks Are Quacking, Feed ‘Em – Stock Issuance Highest Ever