Marathon Asset Management: Value And Growth (2013)Johnny Hopkins

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The book Capital Returns, edited by Edward Chancellor, provides a great collection of essays from Marathon Asset Management – some of which were written by the elusive investing legend Nicholas Sleep. With the recent release of Howard Marks’ memo titled – Something of Value, one of the essays titled – Value And Growth from 2013 seems… Read More

Valuing Voice As An Antidote To Dehumanization

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Ten Year Treasury Yield up 20% in one week. When Americans fear free speech, Americans are in peril. Not right vs left but the people vs media monopoly. Thank you for listening to the McAlvany Weekly Commentary. The objective of McAlvany Weekly Commentary is to provide investors with valuable monetary, economic, geopolitical and financial information… Read More

Bill Nygren: Strong Opinions Weakly HeldJohnny Hopkins

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In his recent Q4 2020 Market Commentary, Bill Nygren discussed his review of 2020, the rise of Barstool Sports’ Dave Portnoy as the new market guru, his sum-of-the-parts valuation of Facebook, and how value investors can benefit from ‘strong opinions weakly held’. Here’s an excerpt from the commentary: Unlike many value investors, I believe I… Read More

Special Ops: Andrew Walker talks SPACs, spec sits and value with Tobias on The Acquirers Podcast

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Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. Website: https://yetanothervalueblog.com/ Twitter: https://twitter.com/AndrewRangeley ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I launched The Acquirers Podcast in March 2019 to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special… Read More

(Ep.97) The Acquirers Podcast: Andrew Walker – Special Ops: SPACS, Dropbox, Transitioning From Small And Micro Deep Value To CompoundersJohnny Hopkins

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[embedded content] [embedded content] In this episode of The Acquirers Podcast Tobias chats with Andrew Walker, Portfolio Manager at Rangeley Capital. During the interview Andrew provided some great insights into: Great Opportunities In SPACs Why #neversell Is Cyclical $DBX And That #2 Idea History Rhymes: $FB attacks $MTCH / $ANGI $IAC & $MTCH Special Ops… Read More

The Vintage Value Investing Portfolio

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Warren Buffett Style Portfolio Warren Buffett is one of the most famous investors of all time, and for good reason. This blog (and the rest of the internet) has plenty of articles dedicated to the Oracle of Omaha and his investing career that has spanned longer than some people’s entire lifetimes. But alas, I am… Read More

Warren Buffett’s Equity Bond Method Explained

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One of my favorite investing books of all time is Buffettology, by Mary Buffett and David Clark. In the book, the authors do an excellent job of explaining Warren Buffett’s quality investing style, and how he implemented his strategy for successful investing. They delve into both the qualitative and quantitative aspects of Buffett’s techniques when… Read More

One Stock Superinvestors Are Buying Or HoldingJohnny Hopkins

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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, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and… Read More

One Stock Superinvestors Are SellingJohnny Hopkins

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As 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 Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard… Read More

What Does Your 401k Own? The Ignorant Bliss of Passive Investing

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Old pilots, bold pilots… no old bold pilots. How long can the Fed be the buyer of last resort? Q&A program in next few weeks. Thanks for listening to this week’s McAlvany Commentary. The objective of McAlvany Weekly Commentary is to provide investors with valuable monetary, economic, geopolitical and financial information that cannot be found… Read More

Structured Value: Matt Peterson on options and value with Tobias Carlisle on The Acquirers Podcast

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Matthew Peterson, CFA is Managing Partner at Peterson Capital Management, LLC. Peterson Capital Management is a long-term, value based hedge fund. Peterson seeks to outperform the benchmark (S&P 500) over the long term using strategies based in business fundamentals. Twitter: https://twitter.com/mppeterson Website: https://www.petersonfunds.com/ ABOUT THE PODCAST Hi, I’m Tobias Carlisle. I launched The Acquirers Podcast… Read More