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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…
Oil & Gas Cycles: Market Trends, Innovation, and Investment OpportunitiesDuring their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil & Gas Cycles: Market Trends, Innovation, and Investment Opportunities. Here’s an excerpt from the e…- Buffett’s Rule: How Much to Invest in a Single StockAs investors, we constantly grapple with the question of how much to allocate to each position in our portfolio. When students from Emory’s Goizueta Business School and the McCo…
- Mohnish Pabrai: The Power of Unpopular InvestmentsInvesting is often thought of as a numbers game, ruled by ratios, charts, and forecasts. But in reality, the best opportunities often come from a place of discomfort—looking whe…
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 …- Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?During their recent episode, Taylor, Carlisle, and Joshua Young discussed Oil vs. Human Ingenuity: Can Innovation Prevent an Energy Crisis?. Here’s an excerpt from the episode: …
Howard Marks: The Art of HoldingIf you’re like me, one of the things I often struggle with is the question of when to sell. The instinct to lock in gains when something is up, or to cut losses when something i…
Terry Smith: The Rise of Passive Investing: A Market Distortion We Can’t IgnoreIn the past few years, the financial world has witnessed an undeniable shift: the relentless rise of passive investing. As Terry Smith pointed out at the latest Fundsmith Annual…
Michael Burry’s High-Conviction Bets: 50%+ of His Portfolio in 4 StocksMichael Burry, the legendary investor known for predicting the 2008 financial crisis, has concentrated a significant portion of his portfolio in four major holdings. His top pos…- VALUE: After Hours (S07 E10): Oil And Gas Stock Investor Joshua Young On $90 Wti Oil, Small Cap Oil And Gas And ShaleIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Joshua Young discuss: Here are the headings in plain text without numbers: Oil vs. H…
Alphabet Inc Class A (GOOGL): 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 (03/14/2025)This week’s best investing news: Howard Marks – Unlocking Investment Wisdom (Money Maze) Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC…
Synchrony Financial (SYF): 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. …
AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Market ImpactIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed AI CapEx Boom: Tech Giants’ Spending, Depreciation, and Ma…
Cliff Asness: The ‘Crypto Fort Knox’ Plan: A Disaster in the MakingThe idea of a “strategic cryptocurrency reserve” is so ridiculous that it’s almost hard to believe it’s real. And yet, on Thursday, President Trump issued an executive order to …- Bill Nygren’s Modern Approach To Value InvestingDuring his recent interview with FinChat, renowned value investor Bill Nygren reflected on mistakes and lessons learned over his career. His insights serve as a compelling remin…
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisThis week’s large-cap screener covers a diverse range of industries, including energy, finance, metal mining, telecommunications, healthcare, semiconductors, consumer retail, an…- 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…