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Deeply Undervalued Global Medical Device Company – Embecta Corp. (EMBC)As part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
VALUE: After Hours (S08 E15): How Retail Investors Are Moving Markets (And Why Institutions Are Following)During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed How Retail Investors Are Moving Markets (And Why Institutions Are Following). Here’s an excerpt from …
Dalio Warns Investors About Mounting Debt PressuresRay Dalio’s latest appearance with Prof G Markets landed at a delicate moment for investors. Treasury yields are climbing, deficits continue to widen, and markets remain fixated…
Tom Gayner’s Top Holdings, Trades & Investment StrategyTom Gayner’s Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in q…- VALUE: After Hours (S08 E15): The HEAT Investment FrameworkDuring their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed The HEAT Investment Framework. Here’s an excerpt from the episode: [Matt] Yeah, so that is my investm…
Mohnish Pabrai Explains Why Only 4% of Stocks Drive Market ReturnsMarkets have entered a phase where valuation discipline matters again. The easy gains from liquidity expansion and multiple re-rating have faded, leaving investors to confront a…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around financials, energy, industrial cyclicals, and a wide range of mature, cash-generative businesses wh…- VALUE: After Hours (S08 E15): Can There Ever Be Another Warren Buffett?During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed Can There Ever Be Another Warren Buffett? Here’s an excerpt from the episode: [Matt] So I started inv…
Howard Marks: You Can’t Predict. You Can PreparePrice action today seems driven less by underlying fundamentals and more by shifts in sentiment and positioning. That dynamic sits at the center of Howard Marks’s thinking. As h…
Smart Money Is Buying Darling Ingredients Inc. (DAR)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Darling Ingredients Inc. (DAR), with activity led…- VALUE: After Hours (S08 E15): Inverse ETFs Explained (SARK & Shorting ARK)During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed Inverse ETFs Explained (SARK & Shorting ARK). Here’s an excerpt from the episode: [Matt] Yeah, we got…
Rich Pzena’s Latest Portfolio & Strategy ExplainedRichard Pzena’s Pzena Investment Management reported an equity portfolio of approximately $30.8 billion in the latest quarter, reflecting the firm’s long-standing deep value inv…
Warren Buffett: We’ve Never Had People In A More Gambling Mood Than NowMarkets rarely move in straight lines, but today’s backdrop feels especially conflicted. Liquidity remains abundant, yet conviction is scarce. That tension comes through clearly…- VALUE: After Hours (S08 E15): Matthew Tuttle on his short $ARKK ETF $SARK, Inverse Cramer, $UAD, $SPCI, $UFOD, $MSTUDuring their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed: Inverse ETFs Explained (SARK & Shorting ARK) Can There Ever Be Another Warren Buffett? The HEAT Inve…
Exxon Mobil Corporation (XOM): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Exxon Mobil Corporation (XOM). Profile Exxon Mobil is one of the world’s l…
Weekly Investing Roundup – News, Podcasts, Interviews (05/01/2026)This week’s best investing news: According to Warren Buffett’s math the stock market is officially in ‘playing with fire’ territory (Fortune) Pershing Square’s Bill Ackman Talks…
World Acceptance Corporation (WRLD): Deep Value Consumer Lending BusinessAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Bill Ackman Says It’s a “Very Good Time” to Put Capital to WorkSeasoned investors are increasingly leaning into a setup where uncertainty coexists with what they see as unusually attractive valuations. During his recent interview with Bloom…