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Howard Marks: Why Risk Is PerverseRisk is often misunderstood, not because it is complicated, but because it defies intuition. As Howard Marks explains in his discussion on the character of risk, “risk is counte…
David Einhorn on 2025 Markets: Uncertainty, Inflation, and Expensive StocksLast year was a waiting game. As David Einhorn put it in his recent fireside chat with Skagen, “We spent most of the year waiting to figure out who the next president of the Uni…
David Abrams – Top 10 Holdings – Latest 13FOne 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 E06): Ardal Loh-Gronager on his book The Perceptive Investor, Global equity investment, ChinaIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ardal Loh-Gronager discuss: The Power of Qualitative Analysis in Investing Long-Term…
Visa Inc (V) 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 (02/14/2025)This week’s best investing news: In conversation with Bill Ackman (Eri Molan) Ray Dalio Tells Us ‘How Countries Go Broke’ (Bloomberg) Winners Keep Winning w/ Billionaire Terry S…
Atkore Inc (ATKR): 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. …
Luck vs. Skill in Investing: Why There Are No Gurus, Only CyclesDuring their recent episode, Taylor, Carlisle, and Michael Gayed discussed Luck vs. Skill in Investing: Why There Are No Gurus, Only Cycles. Here’s an excerpt from the episode: …
David Einhorn’s Take on Why Low-ROE Stocks Deserve Your AttentionIn the world of investing, conventional wisdom often tells us to chase high return-on-equity (ROE) businesses. Investors are naturally drawn to companies that boast impressive p…
The Law of Large Numbers: Mohnish Pabrai’s Warning for InvestorsInvesting in large, well-established companies may seem like a safe bet. After all, these businesses have survived economic downturns, outcompeted rivals, and generated billions…
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…
Which Superinvestors Hold Acquirer’s Multiple Stocks?Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…- Big vs. Small: How Business Size Shapes Survival & SuccessDuring their recent episode, Taylor, Carlisle, and Michael Gayed discussed Big vs. Small: How Business Size Shapes Survival & Success. Here’s an excerpt from the episode: Tobias…
Warren Buffett: Why Great Investment Opportunities Will Always ExistWarren Buffett has long been admired for his ability to simplify the complexities of investing. Unlike many on Wall Street who rely on complex financial models and forecasts, Bu…
Bill Nygren – How To Invest In A Shrinking Large-Cap UniverseWhat defines a large cap stock? This seemingly straightforward question has taken on new complexity in today’s evolving market. As Bill Nygren pointed out in a recent presentati…
One Stock That 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…- Are Markets Just a Casino Now?Fse During their recent episode, Taylor, Carlisle, and Michael Gayed discussed Are Markets Just a Casino Now?. Here’s an excerpt from the episode: Michael: Well, which goes back…
Warren Buffett: – The Investor’s EquationIn his 1977 Fortune article, How Inflation Swindles the Equity Investor, there’s a section titled – The investor’s equation in which Warren Buffett delivered a sobering analysis…