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- Howard Marks: “Excessive Certainty Is The Enemy”Howard Marks is the kind of investor who challenges the way you think. In this interview, he shares insight after insight, all with the steady, grounded perspective that only co…
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 E13): Billion-Dollar Advisors, Underperforming PortfoliosDuring their recent episode, Taylor, Carlisle, and Barry Ritholz discussed Billion-Dollar Advisors, Underperforming Portfolios. Here’s an excerpt from the episode: There was thi…
Prem Watsa: Top 5 Positions Make Up 66.81% of His Portfolio (Analysis)Prem Watsa’s top 5 positions make up 66.81% of his current portfolio, indicating a moderately concentrated approach. His largest holding, Orla Mining Ltd (ORLA), accounts for 19…- VALUE: After Hours (S07 E13): How *Not* to Invest with Barry RitholtzIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Barry Ritholz discuss: Barry Ritholtz: From Blogfather to Podcast Pro How Not to Inv…
- Walmart Inc. (WMT): 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 (04/18/2025)This week’s best investing news: An Interview with Ray Dalio (Bloomberg) Jim Chanos on Who’s Getting Caught Swimming Naked (Odd Lots) Pabrai Wagons Fund Semi Annual Investor Cal…
- Equinor ASA (EQNR): 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 E12): 996 Work Ethic and Build Speed in ChinaDuring their recent episode, Taylor and Carlisle discussed 996 Work Ethic and Build Speed in China. Here’s an excerpt from the episode: Jake: Yeah. What do you think about this …
How Prem Watsa Built Fairfax While Missing FAANGPrem Watsa’s 2019 shareholder letter isn’t just a business update—it’s a clear example of long-term investing and disciplined growth in action. Fairfax earned a record $2 billio…
Best Takeaways From The 1994 Berkshire Hathaway LetterJust re-read the 1994 Berkshire Hathaway Annual Letter—Buffett’s full of sharp, clear-eyed takes on investing and leadership. I pulled out a few of the best takeaways. “A fat wa…- 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 AnalysisHere’s this week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis: This week’s large-cap screener covers a diverse range of industries, including energy, finance…
VALUE: After Hours (S07 E12): China: No More Credit Card PaymentsDuring their recent episode, Taylor and Carlisle discussed China: No More Credit Card Payments. Here’s an excerpt from the episode: Tobias: Well, we walked along the river. Jake…
Warren Buffett: Why Investors Should Ignore Wall Street ProjectionsAt the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger reminded everyone why they’re value investing legends. In their signature no-nonsense style, the…
Mohnish Pabrai: Still Finding Undervalued Opportunities TodayIn the latest Semi-Annual call for the Pabrai Wagons Fund, Mohnish Pabrai didn’t sugarcoat the recent portfolio drawdown. Instead, he offered insights into long-term thinking. “…- 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 E12): China’s Tech Leap: Phones, TVs, and EVsDuring their recent episode, Taylor and Carlisle discussed China’s Tech Leap: Phones, TVs, and EVs. Here’s an excerpt from the episode: Jake: So, we should talk about our why we…