Blog
Page 66
David Einhorn’s Warning: Gold, Red Flags, and a Looming CrisisDavid Einhorn, the founder of Greenlight Capital, recently sat down with CNBC to share his views on markets, gold, and the fiscal recklessness of Washington. His tone was filled…
Meta Platforms Inc. (META) Superinvestor Moves: Tracking Top Investor Activity Last QuarterData from our SuperinvestorHub platform reveals that one of the most popular stocks held last quarter was Meta Platforms Inc. (META). Our coverage includes 55 top investors, inc…
VALUE: After Hours (S07 E16): Key Behaviors of Owner-Operators Around the WorldDuring their recent episode, Taylor, Carlisle, and Steven Wood discussed Key Behaviors of Owner-Operators Around the World. Here’s an excerpt from the episode: Steven: So, we ev…
Grantham on AI, Bubbles and Value Stocks: How to Protect Your PortfolioDuring this interview with WealthTrack, legendary investor Jeremy Grantham speaks bluntly when it comes to today’s market: “All the old ratios don’t seem to work for a variety o…
David Abrams: Top 5 Positions Make Up 79.95% Of His Portfolio (Analysis)David Abrams runs one of the most concentrated portfolios in the hedge fund world. His top five holdings account for 79.95% of his entire portfolio, showcasing his high-convicti…- VALUE: After Hours (S07 E16): Owner/Operators and Constructivist Activism at CTT, Leonardo and Swatch with Steven WoodIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steven Wood discuss: GreenWood’s Investment Philosophy Constructivist Investing and …
General Electric Company (GE): Our Calculation of Intrinsic ValueAs part of an 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 stocks that is not…- Weekly Investing Roundup – News, Podcasts, Interviews (05/16/2025)This week’s best investing news: Legendary Value Investor Jeremy Grantham Warns About US Stock Market Risks (WealthTrack) Bill Ackman and Ryan Israel – UBS Berkshire Hathaway Fi…
GeoPark Ltd (GPRK): 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 E15): Surviving 10 Straight Quarters of Massive UnderperformanceDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Surviving 10 Straight Quarters of Massive Underperformance. Here’s an excerpt from the episode: Rich: So,…
Bill Ackman: Owning Royalty Collecting Companies, and the Power of Perspective“Success is not a straight line up,” Bill Ackman told the UBS audience during this year’s Berkshire Hathaway Fireside Chat. “You’re almost guaranteed to fail over the course of …
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 E15): How To Value A CompanyDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed How To Value A Company. Here’s an excerpt from the episode: Tobias: Yeah. I’ve run a firm, got it to brea…
Berkshire Hathaway Q1 2025 Earnings Analysis: Operating Strength, Investment DragIn their Q1 2025 Earnings Release, Berkshire Hathaway reported a sharp year-over-year decline in Q1 2025 net earnings, falling to $4.60 billion from $12.70 billion in Q1 2024. T…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisIndustry Overview Several sectors are showing up repeatedly in this week’s screen, indicating clusters of value opportunities: Integrated Oil and Gas Exploration and Production …
- VALUE: After Hours (S07 E15): Avoiding Value TrapsDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Avoiding Value Traps. Here’s an excerpt from the episode: Rich: Well, I think that trying to avoid value …
Cliff Asness on Resilience, Rationality, and Why Most Investors Give Up Too SoonCliff Asness, co-founder of AQR Capital, offers a refreshingly stubborn perspective on investing: great investing isn’t just about smart strategies—it’s about sticking with them…
Alphabet Inc. (GOOGL) Superinvestor Moves: Top Investor Activity Last QuarterData from our SuperinvestorHub platform reveals that one of the most popular stocks held last quarter was Alphabet Inc. (GOOGL). Our coverage includes 55 top investors, includin…