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- Mohnish Pabrai: Play Games Where You Have an EdgeWhen Mohnish Pabrai sat down with The Money Mindset, he was asked how he would best describe himself, Pabrai reflected, “I had a couple of industrial psychologists do a bunch of…
- Howard Marks on Luck, Integrity, and Being UnemotionalListening to Howard Marks talk about his journey, you quickly realize he isn’t just sharing a career story — he’s explaining how to survive and thrive in investing and in life. …
- Bruce Berkowitz: Top 5 Positions Make Up 98.54% Of His Portfolio (Analysis)Bruce Berkowitz’s top 5 positions make up 98.54% of his current portfolio, signaling a highly concentrated approach. His largest holding, St. Joe Co (JOE), alone accounts for 78…
- VALUE: After Hours (S07 E14): Markets in Turmoil: Tariffs and China with Bill BrewsterIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Bill Brewster discuss: China vs US: Tech Race and Consumer Edge Intellectual Propert…
- Netflix Inc (NFLX): Our Calculation of Intrinsic ValueAs part of a new 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 curr…
- Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting …
- Cal-Maine Foods Inc (CALM): 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 E13): Trophic Cascades and Tariff LessonsDuring their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Trophic Cascades and Tariff Lessons. Here’s an excerpt from the episode: So, first, trophic is derived…- Joel Greenblatt: Best Takeaways From You Can Be A Stock Market GeniusIf you’ve ever felt like the stock market is rigged for the MBAs and Wall Street pros, Joel Greenblatt’s You Can Be A Stock Market Genius has some reassuring—and hilariously hon…
- Jeremy Grantham: Market Mispricing, Return Chasing, and High-Quality BargainsIf you’ve ever wondered what it looks like when brutal honesty meets financial wisdom, Jeremy Grantham’s 2010 summer letter is a blueprint for clarity and conviction. And he doe…
- 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…
- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAnalysis of This Week’s Large-Cap Stock Screener Market Overview: This week’s large-cap screener features a diverse mix of industries, with strong representation from Integrated…
- VALUE: After Hours (S07 E13): Panic Selling, Risk Off, and Behavioral FinanceDuring their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Panic Selling, Risk Off, and Behavioral Finance. Here’s an excerpt from the episode: So, if you’re unc…
- Howard Marks: FOMO vs. FundamentalsHoward Marks has this gift for cutting through the noise. At Global Alts Miami 2025, he didn’t come with a market prediction or some flashy hot take on tech. In fact, when asked…
- Prem Watsa: Surviving Losses and Playing the Long GameIf there’s one thing Prem Watsa teaches year after year, it’s that investing is a long game—and sometimes, it’s a tough one too. In 2016, Fairfax posted a $512 million loss, but…
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 S…- VALUE: After Hours (S07 E13): Fiduciary Failures and the Problem with FinanceDuring their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Fiduciary Failures and the Problem with Finance.. Here’s an excerpt from the episode: Barry: -hundreds…
- Key Takeaways From The 1989 Berkshire Hathaway LetterIn his 1989 letter, Warren Buffett provided a number of key takeaways for thoughtful, long-term investors. One of the clearest lessons is his obsession with intrinsic value: “Wh…