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Where Mario Gabelli Sees the Greatest Value Opportunities TodayDuring his recent interview with CNBC, Mario Gabelli discussed current opportunities in spin-offs, defense, and energy. “You look at Company A spins off a division. The ETFs tha…
Jeremy Grantham’s Investing Outlook: Climate, Toxins, and Demographic CrisisIn this second part of his interview with the Master Investor Podcast, Jeremy Grantham discussed the long-term threats facing humanity—and by extension, the markets. “This is no…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener. This week’s large cap screen…
Ray Dalio on Inflation-Proof Investing: TIPS, Gold, and MoreDuring his recent interview with David Rubenstein, Ray Dalio, the founder of Bridgewater Associates and one of the most respected investors in the world, offered a pragmatic ass…
Why Howard Marks Calls 2008 His Proudest Investing MomentDuring his recent interview with the Trinity Student Managed Fund Podcast, Howard Marks discussed a number of topics drawn from decades of experience that reveal a philosophy ro…
Why Top Investors Are Buying D.R. Horton Inc (DHI)In the most recent quarter, several high-profile institutional investors made meaningful additions to their D.R. Horton Inc (DHI) positions, reflecting growing optimism toward t…
Cliff Asness: The Case for Momentum In InvestingIn this interview with Value Investing with Legends, Cliff Asness discussed a number of topics including the case for momentum in investing. Asness has built a reputation as one…
Jeremy Grantham On The Mag 7’s AI WarIn this interview with The Master Investor Podcast, Jeremy Grantham, the legendary investor who predicted the dotcom bust, the 2008 housing crash, and Japan’s lost decades, sees…
Chase Coleman’s Top 5 Positions Make Up 43.56% Of His PortfolioChase Coleman’s top 5 positions comprise a substantial 43.56% of his $26.59 billion equity portfolio, highlighting his tech-focused, high-conviction growth investing approach. H…- Occidental Petroleum Corporation (OXY): 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 a U.S.-based energy giant that’s been in t…
Weekly Investing Roundup – News, Podcasts, Interviews (07/11/2025)This week’s best investing news: Mohnish Pabrai’s Session with SumZero (MP) Jeremy Grantham: How to predict a stock market bubble (MI) Fundsmith 2025 Semi Annual Letter to Share…- Cogeco Inc (CGO.TO): Is This Deeply Undervalued Stock a Hidden Gem?As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it might be a deeply undervalued gem. Th…
VALUE: After Hours (S07 E23): Margin of Safety vs MomentumDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Margin of Safety vs Momentum. Here’s an excerpt from the episode: Jake: One thing that friend of the sho…
Howard Marks: Why Long-Term Investors Must Rely on Skill, Not ChanceIn his book Mastering the Market Cycle, Howard Marks dedicates an entire chapter to Cycle Positioning. He explains, “Successfully positioning a portfolio for the market movement…
Bill Nygren: How We Navigated 2025’s Shortest Bear Market EverIn the second quarter of 2025, the U.S. equity market experienced one of the shortest and most volatile bear markets in history. As Bill Nygren of Oakmark reflects in his latest…
Joel Greenblatt’s Top Portfolio Trims: Life Sciences, Utilities, and Ad Tech See Deep CutsEach 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…- VALUE: After Hours (S07 E23): Selling, Round-Trips, and Behavioral TacticsDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Selling, Round-Trips, and Behavioral Tactics. Here’s an excerpt from the episode: I’ll just share one of…
Vitaliy Katsenelson: Learning From Your MistakesIn this Q&A session, Vitaliy Katsenelson was asked about his biggest errors over the past five years. His response: “I would argue like the obvious one—my cable stocks so far ha…