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How Michael Melby Achieves 22.4% Returns in Small-Cap Deep Value InvestingDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed How Michael Melby Achieves 22.4% Returns in Small-Cap Deep Value Investing. Here’s an excerpt from the ep…
Cliff Asness: Investors Should Avoid These Two ExtremesIn this interview with the Insightful Investor, Cliff Asness discusses the challenge of evaluating an investment strategy during difficult periods. He warns against two extremes…
Ray Dalio: Smart Investment Strategies for 2025In this interview with the All-In Podcast, Ray Dalio explains how investors often focus on buying great companies but overlook the importance of pricing, which can turn a great …
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…- Buy and Hold Forever? The Truth About Long-Term Investing StrategiesDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Buy and Hold Forever? The Truth About Long-Term Investing Strategies. Here’s an excerpt from the episode:…
Pzena: Value Stocks Set to Rebound as Market Concentration NormalizesIn their latest Q4 2024 Pzena Market Summary titled – Living In A Concentrated World – Richard Pzena’s firm says Global equity markets have grown increasingly concentrated, driv…
Howard Marks on Being a Battlefield Hero in the Investing WorldIn this interview with Guy Spier, Howard Marks reflects on his approach to investing, stressing emotional discipline and statistical thinking. He avoids overexposure to individu…
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 S…- Good vs. Great vs. GOAT Investors: Defining the Differences in Stock Picking SuccessDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Good vs. Great vs. GOAT Investors: Defining the Differences in Stock Picking Success. Here’s an excerpt f…
Why Car Dealerships Can Be a Great Business: Insights from Warren BuffettIn this interview with Carol Loomis at Fortune MPW, Warren Buffett explains that a good business earns a high return on tangible assets, whether it grows or not. However, overpa…
How Peter Lynch’s Tenbagger Strategy Can Transform Your PortfolioIn his book, One Up On Wall Street, Peter Lynch discusses the power of finding “tenbagger” stocks—investments that grow tenfold. He shares how his first stock, Flying Tiger Airl…
Robert Olstein – 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 E03): Ian Cassel on small and micro cap investing and the traits of good and great investorsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ian Cassel discuss: Good vs. Great vs. GOAT Investors: Defining the Differences in S…
The Home Depot, Inc. (HD) 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 (01/24/2025)This week’s best investing news: David Einhorn says we have reached the ‘Fartcoin’ stage of the market cycle (CNBC) Hedge Fund Clients Pulled $7 Billion From Elite Money Manager…
Coca-Cola Femsa SAB de CV (KOF): 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. …
Solving Tomorrow’s Better ProblemsDuring their recent episode, Taylor, Carlisle, and Jim O’Shaughnessy discussed Solving Tomorrow’s Better Problems. Here’s an excerpt from the episode: Tobias: Well, I think Moor…
Howard Marks on Smart vs. Lucky: Lessons for InvestorsIn this Insight Conversation with Annie Duke, Howard Marks reflects on a key lesson he learned from his early studies in investment: the quality of a decision cannot be judged b…