Blog
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- Lessons from a Painful Investment — Prem Watsa’s BlackBerry BlunderIn his 2023 Shareholder Letter, Prem Watsa, often called the “Warren Buffett of the North,” issued a rare and candid mea culpa that offers a sobering lesson in humility, risk, a…
- 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 …
Buffett’s Trust Strategy Makes Sense—But Not for Active Capital AllocatorsDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Buffett’s Trust Strategy Makes Sense—But Not for Active Capital Allocators. Here’s an excerpt from …
Joel Greenblatt: Great Returns Are Found in the Nooks and Crannies of the MarketJoel Greenblatt’s investing legacy is built on finding opportunities where most investors aren’t looking. In his own words, “You Can Be a Stock Market Genius” wasn’t just a catc…- Mohnish Pabrai: Never Sell A Great Business Because It Looks ExpensiveIn a recent interview with Capital Compounders, investor Mohnish Pabrai shares hard-earned wisdom about recognizing and holding onto great businesses—especially compounders. He …
- David Einhorn: These Top 10 Positions Make Up 75.85% Of His Portfolio (Analysis)David Einhorn’s top 10 positions make up 75.85% of his current portfolio, with a strong concentration in Green Brick Partners Inc (GRBK), which alone accounts for 27.51%. Below …
- VALUE: After Hours (S07 E11): Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY Valuation and DebtIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Chris Bloomstran discuss: Buffett’s Trust Strategy Makes Sense—But Not for Active Ca…
- Meta Platforms Inc. (META): DCF Valuation: Is The Stock Undervalued?As 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 (03/21/2025)This week’s best investing news: Berkshire Hathaway’s 2025 Proxy Statement (BH) Fundsmith 2025 Annual Shareholders’ Meeting (Fundsmith) Buffett Hates Selling Anything. The Sale …
- Westlake Chemical Partners LP (WLKP): 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’s possibly a deeply undervalued gem. …
10 Philosophical Razors to Sharpen Your Thinking and Cut Through the NoiseDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed 10 Philosophical Razors to Sharpen Your Thinking and Cut Through the Noise. Here’s an excerpt from the …- Warren Buffett: Great Investments Go Beyond the Balance SheetInvesting is a balance between hard data and good judgment. As Warren Buffett put it in his 1967 Partnership Letter, “The evaluation of securities and businesses for investment …
- Adam Smith: The Stock Market as a GameIt’s become abundantly clear to me that there’s a high degree of gambling in today’s stock market. From the frenzied trading of meme stocks to the speculative bets on tech IPOs,…
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisLarge-Cap Stock Screener Analysis This week’s large-cap screener covers a diverse range of industries, including agriculture, communications equipment, computer hardware, constr…- 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…
- Investing as a Game of Chicken: Valuation vs. Patience in Market CyclesDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed Investing as a Game of Chicken: Valuation vs. Patience in Market Cycles. Here’s an excerpt from the epi…
- Mohnish Pabrai: Buffett’s Geiger Counter ApproachAn often-overlooked aspect of Warren Buffett’s investment philosophy is his ability to pivot when opportunities arise outside the mainstream equity markets. This flexibility is …
- Howard Marks: How to Overcome Fear and Greed in InvestingAs someone who’s been investing for many years, I’ve realised that investing is a psychological battlefield, where the hardest decisions are rarely about numbers and valuations—…