Value Investing Insights
4 posts
Pzena: When a Value Index Stops Looking Like ValueThe past several years have delivered extraordinary returns for U.S. large-cap indices, but the structure of those gains may be masking deeper shifts in how investors gain expos…- Weekly Investing Roundup – News, Podcasts, Interviews (07/25/2025)This week’s best investing news: Seth Klarman on Finding Value and Maintaining Discipline (GS) Billionaire Bill Ackman Reveals His Investment Strategy (Forbes) Ray Dalio’s right…
Long-Term Value Investing: Strategy, Moats & Portfolio ManagementDuring their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed Long-Term Value Investing: Strategy, Moats & Portfolio Management. Here’s an excerpt from the epi…
Stellantis NV (STLA): 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. …