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- Why Jim Chanos Thinks Traditional Data Centers Are DoomedIf you’ve ever wondered where all the financial skeletons are buried, Jim Chanos has a map—and he’s not shy about pointing to the fresh graves. On a recent episode of the Odd Lo…
- Steve Romick: “This Too Shall Pass” – A Veteran Investor’s Calm in Market ChaosSteve Romick doesn’t mince words. The veteran value investor from the FPA Crescent Fund offers a welcome dose of level-headed perspective — especially during chaotic times like …
- 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 E12): Reflections on Japan: Investing Culture & Net-NetsDuring their recent episode, Taylor and Carlisle discussed Reflections on Japan: Investing Culture & Net-Nets. Here’s an excerpt from the episode: Tobias: Yeah. So, we were in T…
- Terry Smith’s Guide to Spotting Value-Creating BusinessesIn his book Investing for Growth, Terry Smith makes a simple but powerful point about what makes a great business: “A good company is one which creates value for its shareholder…
- Ray Dalio: A Recession Is A Close Call, And It’s ProbableThe markets have been on a wild ride lately, and Ray Dalio isn’t surprised. In a recent interview with Bloomberg, he pointed out that everyone’s freaking out about tariffs, but …
- Li Lu: Top 5 Positions Make Up 93.27% Of His Portfolio (Analysis)Li Lu’s top 5 positions make up 93.27% of his current portfolio, reflecting a highly concentrated investment strategy. His largest holding, Bank of America (BAC), alone represen…
- VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and ShanghaiIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo St…
- Amazon.com, Inc. (AMZN): 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 biggest names in tech a…
- Weekly Investing Roundup – News, Podcasts, Interviews (04/11/2025)This week’s best investing news: Howard Marks Memo: Nobody Knows (Yet Again) (OakTree) Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb) Off The Beaten Path (…
- Indivior PLC (INDV): 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…
- Jim Chanos on Market Fraud: “There’s No Cops on the Beat”If there’s one thing Jim Chanos isn’t lacking, it’s conviction. The legendary short seller—most famous for calling out Enron long before the collapse—joined On The Tape for a ca…
- Howard Marks: Tariffs, Turmoil, and Where to Find OpportunitiesHoward Marks’ latest memo, “Nobody Knows (Yet Again),” is a stark reminder of how unpredictable the world—especially the economy—can be. Drawing parallels to the 2008 financial …
- 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 AnalysisThis week’s large-cap screener covers a wide array of industries, including energy, finance, homebuilding, automobiles, telecommunications, and consumer retail. Among these, sec…
- Howard Marks: Why Do Investors Repeatedly Make The Same Mistakes?Howard Marks has long warned of the dangers of short memories in finance. In his memo Hindsight First, Please (or, What Were They Thinking?), he underscores how easily investors…
- Francois Rochon: How to Profit When Stocks Crash (Even If You’re 100% Invested)Francois Rochon recently dropped some serious investing gems on the Meb Faber Podcast, and if you’ve ever stressed about market crashes, his perspective is a breath of fresh air…
- 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…