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VALUE: After Hours (S07 E15): Warren Buffett – Balance Sheets Before Income StatementsDuring their recent episode, Taylor, Carlisle, and Rich Pzena discussed Warren Buffett – Balance Sheets Before Income Statements. Here’s an excerpt from the episode: Jake: I don…
Dan Loeb: Navigating Market Volatility with Activism and OpportunityDan Loeb’s Q1 2025 letter highlights some great strategies for navigating uncertainty—part realism, part opportunity, and all about positioning for what’s next. While Third Poin…
Mohnish Pabrai: How To Find AnomaliesIn this interview with My First Million, Mohnish Pabrai doesn’t beat around the bush. When asked how to turn $10,000 into $1 million, he said, “Life is all about doubles.” His p…
Nelson Peltz: Top 5 Positions Make Up 89.92% Of His Portfolio (Analysis)Nelson Peltz’s top 5 positions make up 89.92% of his current portfolio, highlighting a highly concentrated investment approach. His largest holding, Janus Henderson Group (JHG),…- VALUE: After Hours (S07 E15): Legendary Value Investor Rich Pzena on His 30-Year Career and the Opportunity TodayIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rich Pzena discuss: Warren Buffett – Balance Sheets Before Income Statements Avoidin…
- Palantir Technologies Inc. (PLTR): 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 stocks that is no…
- Weekly Investing Roundup – News, Podcasts, Interviews (05/09/2025)This week’s best investing news: Warren Buffett presides over the 2025 Berkshire Hathaway annual shareholder meeting (CNBC) Bill Ackman: I wouldn’t bet against Berkshire post-Bu…
- CGI Inc (GIB.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…
John Rogers & Mario Gabelli on Buffett’s Playbook, Small Caps, and MoatsIn a market increasingly driven by quarterly headlines, momentum trades, and algorithmic noise, Mario Gabelli and John Rogers are still putting their faith in time, discipline, …- 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…
Terry Smith: Why We Stay Fully InvestedWhen you get a chance, check out the annual letters by Fundsmith’s Terry Smith. His 2014 letter delivers his usual mix of dry wit, no-nonsense advice, and unwavering belief in b…
Howard Marks on 30 Years of Oaktree: “Always Good, Sometimes Great, Never Terrible”When Howard Marks reflects on 30 years of building Oaktree, it’s clear the firm’s success was never about chasing home runs—it was about doing things right. “We merely thought t…- 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 ove…
Mohnish Pabrai: How Not To Leave So Much Money On The TableDuring his recent presentation at VALUExBRK 2025, Mohnish Pabrai reflected on past missteps, admitting, “Most of my investing career I had this screwed up framework.” For years,…
Bill Ackman’s Modern-Day Berkshire AmbitionAt the Milken Conference, Pershing Square’s Bill Ackman sat down with Yahoo Finance to discuss what he calls a “very significant change in strategic direction”: a $900 million i…- Microsoft (MSFT) Superinvestor Moves: Top Investor Activity Last QuarterOur research tool SuperinvestorHub reveals that one of the most popular stocks held last quarter was Microsoft Corp (MSFT). Our coverage includes 55 top investors, including War…
Mohnish Pabrai: Long Runways, Great Businesses, and Avoiding Shiny ObjectsMohnish Pabrai’s investing philosophy isn’t just about beating the market—it’s about playing the right game. In a wide-ranging conversation with TIP, Pabrai offers thoughts that…- Warren Buffett: Key Takeaways from the 2025 Berkshire MeetingAt 94 years old, Warren Buffett still has a firm grip on the essence of long-term investing—and life. Speaking to tens of thousands at the 2025 Berkshire Hathaway Annual Meeting…