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Market Mania: Speculation, 0DTE Options, and the Return of 2021 EuphoriaIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Market Mania: Speculation, 0DTE Options, and the Return of…
Howard Marks: Why History Always Rhymes In MarketsHoward Marks is one of the most insightful voices in investing. He recently spoke at Moneycontrol GWS 2025, discussing market behavior, cycles, and investor psychology. His refl…
Mohnish Pabrai: How to Spot a True ‘Cannibal’ StockI’ve just finished watching Mohnish Pabrai in his recent interview with the Capital Compounders Show in which he shared a fascinating insight on share buybacks. His discussion o…
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…- Stock Market Returns: Five-Factor Analysis and What Lies AheadIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed Stock Market Returns: Five-Factor Analysis and What Lies A…
Warren Buffett: How To Spot Speculative Market TrendsMarkets move in cycles, and few people understand these cycles better than Warren Buffett. In his 2006 Berkshire Hathaway Annual Meeting, Buffett offered a timeless lesson on sp…
Tobias Carlisle: Redefined Value Investing For 2025In the early 2020s, skepticism toward value investing surged. As Tobias Carlisle noted on the Excess Returns Podcast, “In 2020 and 2021, the growthy, better-quality companies we…
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 …- Berkshire’s Role in America’s Future and Financial StrengthIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discussed, Berkshire’s Role in America’s Future and Financial Streng…
- Mohnish Pabrai: Investing With CertaintyWhen it comes to investing, there’s one fundamental truth: the less certainty you have about future cash flows, the more speculative your investment becomes. Mohnish Pabrai, in …
Howard Marks: Why Credit is a Better Bet Than Stocks Right NowMany investors love to argue over where the best returns will come from—stocks or bonds? Historically, equities have been the go-to for long-term growth, but right now, credit o…
Mohnish Pabrai – Top 10 Holdings – Highly Concentrated In The Coal SectorOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- VALUE: After Hours (S07 E09): Value investor John Rotonti Jr on Industrials, Infrastructure, and the InversionIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Rotonti Jr discuss: Berkshire’s Role in America’s Future and Financial Strength…
Apple Inc. (AAPL) 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 (03/07/2025)This week’s best investing news: Howard Marks Memo – Gimme Credit (OakTree) Bill Ackman Interview (Boyar) Cliff Asness Interview – Are Private Investments ‘Volatility Laundering…
ArcelorMittal SA (MT): 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. …
Is Value Investing Still Alive? The Reality of Rerating and Market PatienceDuring their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Is Value Investing Still Alive? The Reality of Rerating and Market Patience. Here’s an excerpt fro…
Warren Buffett: Investing Without Hurdle RatesAt the 2007 Berkshire Hathaway Annual Meeting, Buffett addressed a topic that confounds many investors: discount rates and hurdle rates. Unlike Wall Street analysts who obsess o…