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- Jeremy Siegel: S&P 500 All-Time Highs Are a Foregone ConclusionDuring his recent interview with Bloomberg it’s clear that Professor Jeremy Siegel sees opportunity ahead. Despite headlines dominated by geopolitical risks and inflation fears,…
- Michael Mauboussin: All Roads Lead to Capital AllocationIn his recent conversation with Fortuna Advisors, Michael Mauboussin the legendary strategist and author broke down the foundations of value creation with the clarity and precis…
- Howard Marks Trims the Fat: Top 5 Biggest Stock 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…
- VALUE: After Hours (S07 E21): Scuttlebutt Advantage: How to Unearth Small-Cap MoatsDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Scuttlebutt Advantage: How to Unearth Small-Cap Moats. Here’s an excerpt from the episode: So, with XPE…
- Ray Dalio: Bubbles, Busts, and Beautiful DeleveragingAs investors, we often think in terms of opportunity. But Ray Dalio reminds us that cycles—especially debt cycles—shape those opportunities more than most realize. In his book P…
- Ken Fisher Exposes the Truth Behind Taxes and Stock Market MovesKen Fisher has a message for investors who think tax cuts automatically boost stocks: “Everybody thinks this, but I show you it’s really not like that in the marketplace of stoc…
- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAnalysis of This Week’s FREE U.S. Large-Cap Stock Screener As part of our ongoing series at The Acquirer’s Multiple, we’re providing a detailed breakdown of this week’s FREE U.S…
- VALUE: After Hours (S07 E21): Why TerraVest Is a Boring Business That Prints CashDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed Why TerraVest Is a Boring Business That Prints Cash. Here’s an excerpt from the episode: Chris: Yeah. O…
- Jim Chanos: The Fall of Tech Body ShopsWhen it comes to spotting market illusions, Jim Chanos has made a career out of betting against them. Speaking at the 2025 Forbes Iconoclast Summit, the legendary short-seller d…
- Cliff Asness: Why Markets Have Gotten Less EfficientDuring his recent interview with the Stigler Center, Cliff Asness, founder of AQR Capital Management, diagnosed the current state of markets saying. “Markets are assuredly not p…
Superinvestor Moves: Berkshire Hathaway – Class B (BRK.B) – Tracking Top Investor Activity Last QuarterData from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Berkshire Hathaway Inc. Class B (BRK.B). Our coverage includes 55 top in…- VALUE: After Hours (S07 E21): From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value EdgeDuring their recent episode, Taylor, Carlisle, and Chris Waller discussed From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Edge. Here’s an excerpt from the episode: T…
- Howard Marks: You Must Deviate from the Herd AND Be More CorrectIn a recent conversation with India’s CFA Society, Howard Marks, the Oaktree Capital co-founder explained why successful investing requires equal parts discipline, patience, and…
- Bill Nygren’s Devil’s Advocate Rule: How to Avoid Costly Investing MistakesDuring his recent interview with the RWH Podcast, Bill Nygren dismisses the notion that value investing is obsolete, despite its decade-long underperformance. “The idea that val…
Bill Nygren: Top 5 Positions Make Up 31% Of His Portfolio (Analysis)Bill Nygren’s top 5 positions make up 31.01% of his current portfolio, reflecting a diversified yet focused strategy. His largest position, IQVIA Holdings Inc (IQV), accounts fo…- VALUE: After Hours (S07 E21): Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris WallerIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Waller discuss: From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Ed…
Deere & Company (DE): 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 thought we’d take a look at one of the world’s leading i…
Weekly Investing Roundup – News, Podcasts, Interviews (06/20/2025)This week’s best investing news: Howard Marks Memo: More on Repealing the Laws of Economics (OakTree) The Most Important Thing: A Dialogue with Howard Marks (CFA India) Inside t…