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Mason Hawkins: 14.89% Return Q2 2025 – Their Winning Strategy RevealedThe Longleaf Partners International Fund’s second-quarter commentary for 2025 offers a compelling narrative on the power of disciplined, value-driven investing in volatile marke…
Seth Klarman: Value Investors Are Wired DifferentlyDuring a recent interview with Goldman Sachs, Seth Klarman discussed his approach to investing which is deeply rooted in value, discipline, and risk management—principles that h…
Ray Dalio’s Top Portfolio Trims: Tech, Energy, and Healthcare Face Sharp ReductionsEach week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In his la…
What Investors Can Learn from Jamie Dimon’s Fortress StrategyOver two decades, Jamie Dimon has transformed JP Morgan Chase into the most dominant bank in the United States, navigating crisis after crisis with a calm resolve that investors…
Where the Smart Money Is Going: 5 Global Opportunities for Investors Right NowMarkets may appear steady on the surface, but a closer look at the latest global dashboard reveals a story of dispersion—and opportunity. Based on the July 18, 2025 S&P Global D…
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisThis week’s large-cap value screener reveals a select group of stocks offering a compelling blend of low valuation, strong free cash flow, and high shareholder returns. Focusing…
Markets Calm Down as Investors Shift Focus to EarningsAfter a jittery first half of the year, markets are catching their breath. The latest numbers from S&P Dow Jones Index Dashboard: Risk & Volatility Report show that investor anx…
John Rogers: Take Advantage of Volatility With An Eye Towards Long-Term GainsIn his Q2 2025 commentary for the Ariel Appreciation Fund, John Rogers outlines a strategy rooted in long-term conviction and an ability to tune out macro noise. “It’s impossibl…
Why Top Investors Are Buying General Motors (GM)In the most recent quarter, several prominent institutional investors made significant additions to their General Motors (GM) holdings, signaling renewed interest in the U.S. au…
Tom Russo on Why Indispensable Brands Win in Any MarketTom Russo, Chairman of Gardner Russo & Quinn and steward of the Semper Vic Partners funds since 1983, has built his reputation on a singular principle: own a few exceptionally w…
Bill Ackman: The Art of Selecting ‘Growth Royalty’ CompaniesDuring a recent interview with Forbes, Bill Ackman’s discussed his investment philosophy which revolves around identifying businesses that function as “growth royalties” or “ann…
David Tepper’s Top 5 Positions Make Up 60.41% Of His PortfolioDavid Tepper’s top 5 positions make up a significant 60.41% of his $8.38 billion equity portfolio, reflecting a concentrated approach focused on tactical macro themes and opport…
The Coca-Cola Company (KO): Our Calculation of Intrinsic ValueAs part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing one of the most iconic consumer brands in …- Weekly Investing Roundup – News, Podcasts, Interviews (07/18/2025)This week’s best investing news: Jeremy Grantham Part II: On Long-Term Risks to the Market and Humanity (Master Investor) Howard Marks Interview Trinity SMF (Trinity) Warren Buf…
Total Energy Services Inc. (TOT.TO): Is This Deeply Undervalued Stock a Hidden Gem?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…
Bill Miller IV: Small-Cap Value: A Brewing Comeback?In his July 2025 commentary It Often Rhymes, Bill Miller IV paints a compelling portrait of market distortions, pointing to overlooked opportunities in small-cap value stocks am…
Jim Chanos: How Bitcoin Treasury Companies Could Repeat the SPAC CrashIn a revealing debate about Bitcoin treasury companies, legendary short-seller Jim Chanos laid out his bearish thesis on MicroStrategy (MSTR), arguing its premium to Bitcoin’s p…
Lee Ainslie’s Top Portfolio Trims: Starbucks, Pinterest, and ZoomInfo Are Major ReductionsEach week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the mo…