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- VALUE: After Hours (S07 E22): Why the Bull Case Was So PowerfulDuring their recent episode, Taylor, Carlisle, and Dave Collum discussed Why the Bull Case Was So Powerful. Here’s an excerpt from the episode: David: And so, I really do believ…
- S&P 500 Soars 11% in Q2 2025 as Tech Leads Market RecoveryAccording to the latest – S&P Dow Jones U.S. Index Dashboard – June 2025, U.S. equities posted a strong recovery in the second quarter of 2025. The S&P 500 surged nearly 11% dur…
- Tweedy Browne: Finding The Best Value Investing OpportunitiesLet’s be honest – the current U.S market is obsessed with AI hype and nosebleed valuations. Yet while others chase momentum, Tweedy Browne’s Thomas Shrager and Jay Hill keep the…
- Ray Dalio: The 5 Step Process For Successful Portfolio ManagementIn this interview with The Deal, Ray Dalio, the founder of Bridgewater Associates and a titan of the investment world, distills his philosophy into a framework of timeless princ…
This Week’s FREE U.S. Large-Cap Stock Screener AnalysisThis week’s screener features a broad mix of industries, with notable strength in Integrated Oil & Gas, Metal Mining, Telecommunications, and Healthcare. Market performance is m…- VALUE: After Hours (S07 E22): The Case-Shiller PE and Valuation DistortionsDuring their recent episode, Taylor, Carlisle, and Dave Collum discussed The Case-Shiller PE and Valuation Distortions. Here’s an excerpt from the episode: Tobias: What makes yo…
- What The Money Game Teaches Us About Investor BehaviorIn The Money Game, George Goodman (writing under the pseudonym “Adam Smith”) strips away the illusions of Wall Street with wit and psychological insight. The book isn’t a tradit…
- Jim Chanos: The Madness of MarketsDuring his recent interview with The Odd Lots Podcast, Jim Chanos had some interesting things to say about current market absurdities. On Bitcoin “treasury” companies, he’s said…
- TSM Stock Under The Microscope: SuperInvestor Moves Reveal Market SentimentTaiwan Semiconductor (TSM) remains a critical player in the global semiconductor industry, serving as the backbone for tech giants with its advanced chip manufacturing capabilit…
- VALUE: After Hours (S07 E22): What’s Wrong with the Markets?During their recent episode, Taylor, Carlisle, and Dave Collum discussed What’s Wrong with the Markets?. Here’s an excerpt from the episode: Tobias: We had a good podcast with h…
- Bill Nygren: The Bull Case For Value InvestingBill Nygren’s recent presentation offers a compelling argument for the resurgence of value stocks in today’s market. “I think today’s a really interesting time for value stocks,…
- Warren Buffett’s Philanthropic Legacy and the Power of Strategic GivingWarren Buffett’s recent announcement of donating over 12 million Berkshire Hathaway B shares to five foundations is yet another testament to his unwavering commitment to philant…
- Bill Ackman: Top 5 Positions Make Up 70.14% Of His Portfolio (Analysis)Bill Ackman’s top 5 positions make up 70.14% of his current portfolio, indicating a high-conviction, concentrated approach. His largest holding, Uber Technologies Inc (UBER), ac…
- VALUE: After Hours (S07 E22): David Collum on gold, inflation, the Fed, rates, valuation, Shiller PE, deficits, platinumIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuatio…
Visa Inc (V): 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 global payments giant that doesn’t often…
Weekly Investing Roundup – News, Podcasts, Interviews (06/27/2025)This week’s best investing news: The Way to Win w/ Bill Nygren (RWH) How Countries Go Broke — Ray Dalio on why timing is everything (FT) AQR’s Cliff Asness Sides With Jim Chanos…
DoubleDown Interactive Co Ltd (DDI): 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…- VALUE: After Hours (S07 E21): Buffett’s Cognitive Altitude and the Value of Going DeepDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Buffett’s Cognitive Altitude and the Value of Going Deep. Here’s an excerpt from the episode: Jake: Yes…