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Hammond Manufacturing (HMM.A.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 E20): Understanding Competitive Edge: Informational, Analytical, BehavioralDuring their recent episode, Taylor, Carlisle, and John Huber discussed Understanding Competitive Edge: Informational, Analytical, Behavioral. Here’s an excerpt from the episode…
Howard Marks Warns: You Can’t Repeal the Laws of EconomicsIn his latest memo, More on Repealing the Laws of Economics, Howard Marks doubles down on a warning he first issued last year: government efforts to override basic economic prin…
Terry Smith: What He’s Selling and WhyEach 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 E20): The Reinvestment Engine: High Free Cash Flow + Smart ManagementDuring their recent episode, Taylor, Carlisle, and John Huber discussed The Reinvestment Engine: High Free Cash Flow + Smart Management. Here’s an excerpt from the episode: John…
Aswath Damodaran: Why Alternative Investing Isn’t a Silver BulletIn his latest session, valuation expert Aswath Damodaran tackles the growing enthusiasm for alternative investments. He begins by laying out the facts: “Much of investing as we …
Nassim Taleb: Rising Risk and Irrational Market BehaviorIn his recent Bloomberg interview, Nassim Taleb, the author of The Black Swan, issued a damning assessment of the market’s outlook, warning of irrational behavior, flawed polici…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAs part of a new series here at The Acquirer’s Multiple, we’re going to be providing a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener including an overv…
- VALUE: After Hours (S07 E20): The AI Disruption: Google, OpenAI, and the New WebDuring their recent episode, Taylor, Carlisle, and John Huber discussed The AI Disruption: Google, OpenAI, and the New Web. Here’s an excerpt from the episode: Tobias: A couple …
Mark Mobius: Global Markets and Long-Term ThinkingSpeaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir …
Steve Cohen on Markets, Risk, and the Best OpportunitiesWhen Steve Cohen speaks, Wall Street listens. At a recent Goldman Sachs event, the hedge fund titan offered a rare look into his mindset. And while the times have changed, Cohen…
Superinvestor Moves: Amazon.com Inc. (AMZN) – Tracking Top Investor Activity LatestData from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Amazon.com Inc. (AMZN), a global leader in digital payments. Our coverag…- VALUE: After Hours (S07 E20): China’s Wild Capitalism and the Mag 7During their recent episode, Taylor, Carlisle, and John Huber discussed China’s Wild Capitalism and the Mag 7. Here’s an excerpt from the episode: Tobias: We were just talking C…
Howard Marks: How To Become An Above Average InvestorIn a recent interview with The Motley Fool, Howard Marks reflects on decades of investing. He returns to a simple yet powerful idea: “Good company, bad balance sheet.” That’s th…
Mohnish Pabrai: Berkshire Is A Better Index Than The S&PDuring his recent interview with SumZero, Mohnish Pabrai discussed the future of Berkshire Hathaway. When it comes to Berkshire’s future under Greg Abel, Pabrai sees no red flag…
Bruce Berkowitz: Top 5 Positions Make Up 99.31% Of His Portfolio (Analysis)Bruce Berkowitz’s top 5 positions make up 99.31% of his current portfolio, signaling a highly concentrated investment approach. His largest holding, St. Joe Co (JOE), alone acco…- VALUE: After Hours (S07 E20): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small BanksIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Huber discuss: China’s Wild Capitalism and the Mag 7 The AI Disruption: Google,…
Exxon Mobil Corporation (XOM): 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 largest e…