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VALUE: After Hours (S07 E17): Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, ConservativeDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed Analysis of The Four Formulas: Piotroski, Magic, Acquirer’s, Conservative. Here’s an excerpt from t…
Terry Smith: No One Will Be Able to Replicate Buffett’s Performance RecordIn a recent Financial Times article, Terry Smith reflects on Warren Buffett’s retirement with a Shakespearean nod: “I shall not look upon his like again,” he writes, invoking Ha…
Mohnish Pabrai’s Playbook: Reciprocation, Mental Models, and Circle of Competence“I think mental models are really important. I think they give you unfair advantage in life. It’s always good to have an unfair advantage.” At the Ashoka Investment Club, Mohnis…
Warren Buffett’s Top 5 Positions Make Up 70.46% Of His Portfolio (Analysis)Warren Buffett’s top 5 holdings, based on his latest 13F filing make up 70.46% of Berkshire Hathaway’s portfolio, reflecting a highly concentrated strategy. Buffett’s top holdin…- VALUE: After Hours (S07 E17): Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s MultipleIn their latest episode of the VALUE: After Hours Podcast, hosts Tobias Carlisle and Jake Taylor are joined by Marcel Schwartz and Matthias Hanauer to discuss: Analysis of The F…
Microsoft Corporation (MSFT): 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 domi…- Weekly Investing Roundup – News, Podcasts, Interviews (05/23/2025)This week’s best investing news: Exclusive: Warren Buffett will hand off Q&A to Greg Abel at next Berkshire shareholders meeting (Omaha News) Howard Marks on The Global Investor…
Westlake Chemical Partners LP (WLKP): 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 E16): Constructivist Investing and Board-Level ActivismDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Constructivist Investing and Board-Level Activism. Here’s an excerpt from the episode: Tobias: Are there…
Steve Cohen on Markets, Doubt, and Trusting Your ProcessDuring his recent discussion with Jawad Mian at the 2025 Sohn Investment Conference in New York, Steve Cohen was asked, “Are we in a recession or not? Is this a bull market or a…
Howard Marks: The Essence of Investing Is Risk for ProfitDuring his recent panel discussion at the 2025 Qatar Economic Forum on Bloomberg Live, Howard Marks said: “The essence of investing is appropriately bearing risk for profit.” In…
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 E16): Jake’s Veggies: Venom, Ecology, and the Power of FocusDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Jake’s Veggies: Venom, Ecology, and the Power of Focus. Here’s an excerpt from the episode: Tobias: JT, …
Jim Chanos Isn’t Done Shorting—He’s Just Doing It SmarterJim Chanos may have stepped away from managing a hedge fund, but make no mistake—he’s still in the fight. During his recent interview with CNBC he said “We’re still slinging res…
Jamie Dimon: The Calm Before the Credit Storm?When it comes to markets, Jamie Dimon has seen enough cycles to know when something smells off—and right now, he’s not buying the optimism. “Personally, I don’t like making fore…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisIndustry Overview This week’s FREE Large Cap Screener reveals recurring value opportunities across a few dominant sectors: Integrated Oil and Gas Exploration and Production cont…
- VALUE: After Hours (S07 E16): Why Skin in the Game Changes Boardroom DynamicsDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Why Skin in the Game Changes Boardroom Dynamics. Here’s an excerpt from the episode: Steven: This is mor…
Jim Rogers Warns Investors: “Be Very, Very Careful.”In his recent interview with Wealthion, Jim Rogers discussed markets, debt, and the dangerous complacency gripping investors. His advice? “Be very, very careful.” Rogers has sol…