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Why Top Investors Are Buying UnitedHealth Group Inc (UNH)In the most recent quarter, a diverse group of renowned institutional investors either increased or initiated positions in UnitedHealth Group (UNH), signaling growing conviction…
VALUE: After Hours (S07 E29): The “Salad Oil” Approach to InvestingDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed The “Salad Oil” Approach to Investing. Here’s an excerpt from the episode: So, guys, I think your au…
Tobias Carlisle: The Jaws Will Close Between Growth & ValueIn a recent interview with Excess Returns, portfolio manager and author Tobias Carlisle offered a sobering assessment of current market valuations. By examining a composite of h…
Mohnish Pabrai’s Top 5 Positions Represent 100% Of The Total PortfolioMohnish Pabrai’s Dalal Street, LLC runs a $271.6 million U.S. equity portfolio, with just five positions representing 100% of assets. The concentrated nature of the portfolio hi…- VALUE: After Hours (S07 E29): Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandalDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed: From Family Business to Hudson 215 Capital The “Salad Oil” Approach to Investing Blending Value and…
- Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To BerkshirePershing Square Holdings delivered strong performance in the first half of 2025, with its NAV per share, including dividends, increasing 15.5%, compared with a 6.2% return for t…
Howard Marks: Fewer Losers Not More WinnersIn a recent appearance on the podcast My First Million, legendary investor Howard Marks offered a powerful reminder that the greatest risks in investing stem from investor behav…
Howard Marks’ Top 5 Positions Represent 43% Of The Total PortfolioHoward Marks’ Oaktree Capital Management runs a $5.815 billion U.S. equity portfolio, with the top five positions alone representing 43.44% of assets. These holdings highlight M…
Amazon.com, Inc. (AMZN): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc. (AMZN). Profile Amazon is the global leader in e-commerce…
GeoPark Limited (GPRK): A Deep Value Energy Play?As part of our ongoing series here at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sig…
Weekly Investing Roundup – News, Podcasts, Interviews (08/29/2025)This week’s best investing news: Tom Gayner – Is this Company a ‘Little Berkshire Hathaway’? Its CEO Weighs In. (Barron’s) Howard Marks: 79 Years of Investing Wisdom in 55 Minut…
Value’s Resurgence: A Strong But Selective RallyWhile one month does not define a long-term trend, the data is too significant to ignore. It does not, however, signal a straightforward revolution. Instead, it points to a matu…
VALUE: After Hours (S07 E28): Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currencyIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Kizemchuk discuss: Ben’s Clientele: From Lawyers to Crypto Bros Understanding th…
Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To BerkshirePershing Square Holdings delivered strong performance in the first half of 2025, with its NAV per share, including dividends, increasing 15.5%, compared with a 6.2% return for t…
Mohnish Pabrai’s Mental ModelsThe notion that starting a business is a high-risk endeavor is a pervasive myth, one that Mohnish Pabrai directly refutes. During his recent interview on the DOAC Podcast he arg…
Why Top Investors Are Buying Microsoft Corp (MSFT)In their most recently reported quarter, several renowned institutional investors boosted their positions in Microsoft, signaling strong conviction in the software and cloud gia…
Tom Gayner: “We’re Marathoners, Not Sprinters”In the realm of long-term investing, few philosophies are as tested as the commitment to rational capital allocation and patience. Tom Gayner, CEO of Markel Group, embodies this…
This Week’s Large Cap Acquirer’s Multiple® Screen: Finance Joins Energy at the TopAcquirer’s Multiple® Screen shows continued dominance from Integrated Oil & Gas companies but with Financials firmly joining the ranks of deep-value leaders. From Petrobras (PBR…