News
Howard Marks on Avoiding Losers and Building Wealth Consistently
6+ hour, 45+ min ago (498+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Markets rarely ring a bell before sentiment turns. They drift upward on comfort, then wobble when assumptions meet friction. During his recent interview with the Wharton School, Howard Marks framed that…...
VALUE: After Hours (S08 E14): Where Value Investors Are Finding Cheap Stocks in 2026
6+ hour, 46+ min ago (842+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Where Value Investors Are Finding Cheap Stocks in 2026. Here's an excerpt from the episode: Working through whether that's a value trap,…...
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1+ day, 7+ hour ago (11+ words) Smart Money is Buying Baxter International Inc. (BAX)The Acquirer's Multiple...
Inside Ed Wachenheim's Portfolio: Why Greenhaven is Doubling Down on Homebuilders
2+ day, 7+ hour ago (325+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Ed Wachenheim's Greenhaven Associates Inc. reported an equity portfolio of approximately $6. 07 billion in the latest reported quarter, continuing to reflect a disciplined, low-P/E value approach focused on high-quality companies with…...
Bruce Berkowitz Portfolio Analysis: Top 10 Positions and High Conviction Bet
6+ day, 6+ hour ago (378+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Bruce Berkowitz's Fairholme Capital Management reported an equity portfolio of approximately ~$1. 43 billion in the latest reported quarter, continuing to reflect an extremely concentrated, high-conviction value strategy centered on a handful of…...
Why David Einhorn Is Prioritizing Defense Over Offense Right Now
1+ week, 7+ hour ago (462+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener David Einhorn's latest letter reads less like a victory lap after first-quarter outperformance and more like a map of investor psychology under pressure. He opens with a reminder from Yogi Berra:…...
This Week's Deep-Value Landscape: Acquirer's Multiple Large-Cap Screen
1+ week, 7+ hour ago (513+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Across this week's cohort, profitability remains robust, balance sheets are generally stable, and capital returns are active. Yet valuations still imply earnings pressure or cyclically depressed conditions rather than mid-cycle normalization....
Cliff Asness on Diversification: The Real Risk Investors Miss
1+ week, 1+ day ago (534+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Markets have a habit of taking a real issue and turning it into a fashionable excuse. The recent positive stock-bond correlation has become one of those excuses, often used to justify…...
Pzena: Value vs. Value-Light " Why Investors Are Leaving Returns on the Table
1+ week, 6+ day ago (514+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener In their latest article, the team at Pzena Asset Management notes that investors often claim allegiance to value investing, yet their portfolios tell a different story. As makes clear, "Many investors…...
Cliff Sosin's Portfolio Revealed & His High-Conviction Bet
1+ week, 6+ day ago (313+ words) The Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener Cliff Sosin's CAS Investment Partners reported an equity portfolio of approximately $2. 34 billion in the latest reported quarter, continuing to reflect an extremely concentrated, high-conviction investment strategy centered on a very small…...