Blog
Page 23
Why Paul Tudor Jones Calls Warren Buffett the OG of Compound InterestIn the high-stakes environment of global markets, few figures command as much respect as Paul Tudor Jones. While often categorized as a legendary trader, his reflections reveal …
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in specialty finance, energy producers, housing-related cyclicals, and a diverse group of mature, cash-gen…
Jeremy Grantham on Why Bubbles Break and Value WinsJeremy Grantham’s long career offers a useful reminder that investing is less about elegant theory than repeated encounters with human behavior. Markets change costumes, but gre…
Smart Money is Buying Quest Diagnostics Inc. (DGX)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Quest Diagnostics Inc. (DGX), with activity led b…
Nick Train Portfolio Update: Top Holdings, Latest Buys & Stock MovesNick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $3.14 billion in the latest reported quarter, continuing to reflect Train’s long-standing philosoph…
Mohnish Pabrai’s SXSW 2026 Investing Lessons Every Investor Should KnowInvestors often hunt for complexity when durable returns usually come from disciplined simplicity. That was the core takeaway from Mohnish Pabrai’s SXSW 2026 remarks, where he a…
Johnson & Johnson (JNJ): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Johnson & Johnson (JNJ). Profile Johnson & Johnson is one of the world’s l…
Weekly Investing Roundup – News, Podcasts, Interviews (04/24/2026)This week’s best investing news: Jeremy Grantham: Lessons from 60 Legendary Years of Investing (Master Investor) Oaktree’s Howard Marks: This is not a market that’s on sale (CNB…
BellRing Brands, Inc. (BRBR): Deeply Undervalued Fast-Growing Branded Nutrition CompanyAs 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 E14): Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the CrisisDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the Crisis. Here’s an exce…
Pat Dorsey Explains How to Find Companies With Real MoatsPat Dorsey’s latest interview with The Long View Podcast offered a useful reminder that durable investing frameworks do not depend on novelty. They depend on asking better quest…
Tom Russo’s Investing Style: Global Brands, Quality Compounders, Long-Term ValueTom Russo’s Gardner Russo & Quinn LLC reported an equity portfolio of approximately $9.26 billion in the latest reported quarter, continuing to reflect Russo’s long-standing phi…- VALUE: After Hours (S08 E14): Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption RisksDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption Risks. Here’s an excerpt from the …
Howard Marks on Avoiding Losers and Building Wealth ConsistentlyMarkets 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,…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in financials, energy producers, housing-related cyclicals, and a wider group of mature cash-generative bu…- VALUE: After Hours (S08 E14): Where Value Investors Are Finding Cheap Stocks in 2026During 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: [Chris]…
Jeremy Grantham’s Latest Market Outlook: Valuations, Risk and OpportunityInvestors keep searching for a formula that excuses paying any price for popular assets. During his recent interview on The Master Investor Podcast, Jeremy Grantham offers a col…
Smart Money is Buying Baxter International Inc. (BAX)According to the most recent 13F filings, institutional investors showed broad-based buying interest in Baxter International Inc. (BAX), with activity spanning value-oriented ma…