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David Wallack (T. Rowe Price) - Acquirers Multiple Wallack is known as a contrarian value investor He recently did a great interview with WealthTrack in which he discusses his contrarian investing approach In terms of finding contrarian investing opportunities he says: “I tend to look for companies that are under-performing in the stockmarket
(Ep. 70) The Acquirers Podcast: John Huber - Acquirers Multiple It was an interview John Huber: It was an interview with-Tobias Carlisle: Forbes John Huber: I think Forbes-Tobias Carlisle: Yeah John Huber: And I mentioned Foot Locker as an example of a business that… Yeah, I think it was an interview But, yeah, I think I know what you’re referring to, and it was just a business that I thought faced
Jeffrey Gundlach: Bonds Have 4 Times The Payout Of The Stock . . . During this interview with CNBC, Jeffrey Gundlach explains why bonds have four times the payout of the stock market right now Here’s an excerpt from the interview: Gundlach: You can get all these yields and have all this upside What people don’t understand is thanks to the fact that rates went up a lot
Does Price-To-Book Still Work? | The Acquirers Multiple® During his recent interview with Tobias, Cliff Asness, Co-Founder of AQR discus sed Does Price-To-Book Still Work? Here’s an excerpt from the interview: Tobias: I wonder if I could just take you through, from your colleague’s paper Israel, Lawson, and Richardson They identify five of these arguments and then they deal with each one in turn
Joel Greenblatt – If You Do Good Valuation Work The Market . . . Here’s a great recent interview with Joel Greenblatt at CNBC discussing value investing and the one promise that he makes to his new value investing students at Columbia University, saying: We value businesses like we’re a private equity firm That’s what stocks are
Key Insights From The Man Who Solved The Market | The . . . During his recent interview with Tobias, Gregory Zuckerman, author of The Man Who Solved the Market, discussed his key takeaways from the book Here’s an excerpt from the interview: Tobias Carlisle: Look, I absolutely loved the book Thoroughly recommend everybody go and take a look at it It’s The Man Who Solved the Market
This Week’s Best Value Investing News, Podcasts, Interviews . . . David Einhorn Interview Cambridge Union (CU) The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg (OakTree) Sources of Return (Verdad) Seth Klarman on investing: Look for the most inefficient pockets in the world (CNBC) AQR Spots Major Opportunity in Emerging Markets (Validea)