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VALUE: After Hours (S08 E14): Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s ReturnsDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns. Here’s an exce…
How Mohnish Pabrai’s Mental Models Can Improve Investment ReturnsInvestors spend endless hours hunting for complexity when many fortunes are built on simpler foundations. That is why Mohnish Pabrai’s remarks to Dakshana scholars deserve atten…
Inside Ed Wachenheim’s Portfolio: Why Greenhaven is Doubling Down on HomebuildersEd 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…- VALUE: After Hours (S08 E14): Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK,During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed: Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns Where Value In…
McDonald’s Corporation (MCD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: McDonald’s Corporation (MCD). Profile McDonald’s is the world’s largest fa…
Weekly Investing Roundup – News, Podcasts, Interviews (04/17/2026)This week’s best investing news: David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection (CNBC) The Big Picture: Outlook from the Co-CEOs at Oa…
Westlake Chemical Partners LP (WLKP): Deep Value Chemical-Related 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…
VALUE: After Hours (S08 E13): The Hidden Limits of AI Growth: Energy, Commodities, and Reality CheckDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Hidden Limits of AI Growth: Energy, Commodities, and Reality Check. Here’s an excerpt from the episo…
What Daniel Loeb’s Latest Letter Reveals About Market Risk and AIDaniel Loeb’s latest investor letter is a study in adaptation. Third Point posted a modest quarterly decline, yet still outperformed the broader market. More important than the …
Bruce Berkowitz Portfolio Analysis: Top 10 Positions and High Conviction BetBruce Berkowitz’s Fairholme Capital Management reported an equity portfolio of approximately ~$1.43 billion in the latest reported quarter, continuing to reflect an extremely co…- VALUE: After Hours (S08 E13): Why Value Investing Still Works: The Case for Quality Compounders Over Net-NetsDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Value Investing Still Works: The Case for Quality Compounders Over Net-Nets. Here’s an excerpt from …
Why David Einhorn Is Prioritizing Defense Over Offense Right NowDavid 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 reminde…
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 broader mix of mature, cash-generative f…- VALUE: After Hours (S08 E13): The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven WarningDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven Warning. Here’s an excerpt from the e…
Cliff Asness on Diversification: The Real Risk Investors MissMarkets 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 j…
Top Superinvestors Are Buying Broadcom Inc. (AVGO)According to the most recent 13F filings, institutional investors showed broad-based buying interest in Broadcom Inc. (AVGO), with activity spanning quantitative managers, long-…- VALUE: After Hours (S08 E13): Why Global Small Cap Value Could Outperform the S&P by 25% Per YearDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Global Small Cap Value Could Outperform the S&P by 25% Per Year. Here’s an excerpt from the episode:…
Howard Marks Warns Private Credit Faces a Crucial Test for InvestorsHoward Marks has spent decades watching capital chase whatever appears easiest, fastest, and safest. His latest memo argues that private credit is now facing the kind of scrutin…