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- Chris Hohn: Top 5 Positions Make Up 71.51% Of His Portfolio (Analysis)Chris Hohn’s top 5 positions make up 71.51% of his current portfolio, reflecting a highly concentrated investment strategy. His largest holding, General Electric (GE), comprises…
- American Express (AXP): 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 (05/02/2025)This week’s best investing news: Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ) Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP) Mohnish Pabra…
- Scorpio Tankers Inc (STNG): 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 E14): Energy Prices, Oil Politics, and Strategic ManufacturingDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Energy Prices, Oil Politics, and Strategic Manufacturing. Here’s an excerpt from the episode: Tobias: …
- 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’re providing a comprehensive breakdown of this week’s FREE U.S. Large-Cap Stock Screener, including a market ov…
- Triumph of the Optimists – Book SummaryOne of my favorite investing books is Triumph of the Optimists. If you’ve ever wondered what history can teach us about the markets, this book delivers—with over 100 years of da…
- Ken Griffin: Legendary Investors Know When They Have An AdvantageIf you’re imagining that great investors are right 90% of the time, Ken Griffin has a reality check: “My best stock pickers… are right about 54% of the time in alpha terms.” And…
- 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 E14): Gödel’s Theorem, AI Limits, and Machine LogicDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Gödel’s Theorem, AI Limits, and Machine Logic. Here’s an excerpt from the episode: Jake: All right. So…
- Li Lu: How To Invest During Turbulent TimesIn a wide-ranging and deeply philosophical keynote at Peking University, Li Lu, founder of Himalaya Capital, offered a roadmap for value investors grappling with today’s turbule…
- Cliff Asness: Why Most Investors Get Expected Returns WrongIf you’ve ever scratched your head wondering why your return expectations don’t quite match reality—or even expert forecasts—you’re not alone. Cliff Asness, co-founder of AQR, j…
- One Stock Superinvestors Are Dumping: Is It Time to Sell?As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…
- VALUE: After Hours (S07 E14): Intellectual Property, AI, and the S-Curve DebateDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed Intellectual Property, AI, and the S-Curve Debate. Here’s an excerpt from the episode: Jake: I did thi…
- Bill Ackman: Compounding, Hedging, and Quality Over EverythingAs someone who’s read hundreds of shareholder letters over the years, I can confidently say Bill Ackman writes some of the best. His 2020 annual letter for Pershing Square Holdi…
- Warren Buffett: Key Takeaways From The 1984 Berkshire LetterIf you’re an investor looking for practical advice that still holds true today, Warren Buffett’s 1984 Berkshire Hathaway letter is packed with insights—and he doesn’t sugarcoat …
- One Stock Superinvestors Are Loading Up OnAs part of the weekly research here at The Acquirer’s Multiple, we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock …
- VALUE: After Hours (S07 E14): China vs US: Tech Race and Consumer EdgeDuring their recent episode, Taylor, Carlisle, and Bill Brewster discussed China vs US: Tech Race and Consumer Edge. Here’s an excerpt from the episode: Tobias: Yeah. Oh, yeah, …