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VALUE: After Hours (S07 E19): Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and MarketsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rudy Havenstein discuss: The Fed’s Role in Financial Crises Corruption, Insider Deal…
Apple Inc. (AAPL): 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 most icon…
Weekly Investing Roundup – News, Podcasts, Interviews (06/06/2025)This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Inter…
Inmode Ltd (INMD): 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 E18): REITs and Real Estate OpportunitiesDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed REITs and Real Estate Opportunities. Here’s an excerpt from the episode: Tim: Yeah, I think there’s pocke…
Buffett’s 2007 Letter: Market Folly, Lending Risks, and Long-Term GrowthOne of my favorite Berkshire Hathaway Letters is the 2007 Letter which included some great lessons for investors. Let’s take a look at some of the key takeaways. “Our gain in ne…
Cliff Asness: What’s Currently Working In InvestingIn his recent interview with Bloomberg Open Interest, Cliff Asness discussed his current strategy. “We are quants, which means we spread our bets out fairly wide,” he says. “We …
10 Worst Performing Large-Caps Last 12 MonthsOver the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Pri…- VALUE: After Hours (S07 E18): Jakes Veggies -VC and Startup Lekking AnalogyDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed VC and Startup Lekking Analogy. Here’s an excerpt from the episode: Jake: All right. So, this segment’s i…
Ray Dalio: AI Will Replace Human Decision-Making in InvestingIn his book – How Countries Go Broke, Ray Dalio says. “It looks to me like we are now at the brink of a new era in which machine thinking will supplement or surpass human thinki…
David Einhorn: Still a Value Investor in a Broken MarketIn his conversation with David Rubenstein, David Einhorn discussed his view on the current state of value investing. When asked if value investing had been profitable over the l…- 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. Top Value Stocks (Lowest Acq…
- VALUE: After Hours (S07 E18): Bank Holdings and European ValuationsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Bank Holdings and European Valuations. Here’s an excerpt from the episode: Tobias: So, Tim, before we cam…
Vitaliy Katsenelson on Investing, Bias, and Building Your Own Mental WorldDuring a recent Q&A, Vitaliy Katsenelson was asked about how he avoids confirmation bias, Katsenelson responded, “Confirmation bias is something very natural to all of us… when …
Why Leon Cooperman Says It’s a Stock Picker’s Market Again“We’ve had a very conservative view and we continue to have a very conservative view. I don’t see the conditions that would suggest the market is attractively valued.” In a wide…
Superinvestor Moves: Alphabet Inc. (GOOGL) – Tracking Top Investor Activity Last QuarterData from our SuperinvestorHub platform reveals that one of the most popular stocks held last quarter was Alphabet Inc. (GOOGL), the parent company of Google. Our coverage inclu…- VALUE: After Hours (S07 E18): AI: The End of ‘Search’During their recent episode, Taylor, Carlisle, and Tim Travis discussed AI: The End of ‘Search’. Here’s an excerpt from the episode: Tim: Yeah. Nvidia has bounced a lot. That we…
Rob Arnott: This Is An Opportunity-Rich EnvironmentIn his recent interview with Excess Returns, Rob Arnott of Research Affiliates presented compelling research that challenges conventional economic wisdom while providing valuabl…