Value Investing Archives

Here is a list of the last 2000 value investing archives on The Acquirer’s Multiple:

• Introducing Acquirers Funds®
• Alphabet Inc. (GOOG): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (01/02/2026)
• Cal-Maine Foods, Inc. (CALM): A Deep Value Commodity Business
• Andreas Halvorsen Positioning Portfolio for 2026
• Extreme Value Clusters in Cash-Generative Financials, Industrials, and Materials
• John Rogers: When Stadium-Sized Crowds Gather Around Giants, Other Opportunities Exist in Small Caps
• Superinvestors Increase Stakes in PepsiCo (PEP) as Institutional Conviction Builds
• Howard Marks: Our Emotions Conspire To Make Us Do The Wrong Thing
• Joel Greenblatt: Positioned His Portfolio for 2026
• McDonald’s Corporation (MCD): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (12/26/2025)
• Hess Midstream (HESM): A High-Yield Infrastructure Value Play
• VALUE: After Hours (S07 E45): The Library of Mistakes and Learning From Repeated Errors
• Ray Dalio Explains How Policy and Leverage Shape Market Cycles
• VALUE: After Hours (S07 E45): Re-Industrialization, Friend-Shoring, and the Anti-China Shift
• VALUE: After Hours (S07 E45): The Myth of the Rational Economic Man
• Mohnish Pabrai: From Cloned Ideas to Independent Conviction
• Superinvestors Increase Stakes in Union Pacific as Conviction Builds in Railroads
• VALUE: After Hours (S07 E45): Why Value Investing Works in Financial Repression Regimes
• Howard Marks on Credit Risk, Systemic vs Systematic Errors, and Investor Discipline
• Bill Ackman: Positioned for 2026: Ackman Doubles Down on Long-Duration Compounders
• VALUE: After Hours (S07 E45): Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value
• Broadcom Inc. (AVGO): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (12/19/2025)
• APA Corporation: Deep-Value Energy Stock
• VALUE: After Hours (S07 E44): Why Liquor Stocks Are Screening Cheap Again
• Jim Chanos: The Magic Is Going To Come From What The Chips Produce Ultimately
• Steve Mandel’s Lone Pine Capital Reveals Major Portfolio Shifts in Latest 13F Filing
• VALUE: After Hours (S07 E44): Why Price-to-Sales Matters More Than Earnings at the Cycle Extremes
• Cliff Asness: Markets Have Gotten Crazier
• VALUE: After Hours (S07 E44): Narratives Follow Price — Not the Other Way Around
• Major Superinvestors Increase Stakes in Fiserv (FISV)
• VALUE: After Hours (S07 E44): The Weird Portfolio
• Howard Marks: Moderate Returns Push Investors Toward Dangerous Risk
• How David Einhorn Is Positioning for Deep Value and Cyclical Upside
• VALUE: After Hours (S07 E44): Value Stock Geek on the Magnificent 7, tech, $AZO, the Weird Portfolio
• Apple Inc. (AAPL): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (12/12/2025)
• Bath & Body Works (BBWI): Undervalued Retail Leader With Strong FCF
• VALUE: After Hours (S07 E43): Can ESG and Buffett-Style Investing Coexist?
• Mohnish Pabrai: Become A Better Investor By Watching Paint Dry
• Steve Cohen’s Q3 2025 Portfolio: AI & Semiconductor Bets Paired with Major Market Hedges
• VALUE: After Hours (S07 E43): Old Dominion Freight Line: A Case Study in Network-Effect Moats
• Howard Marks: How to Invest in AI Without Getting Destroyed by the Bubble
• Deep Value Still Dominates: Energy and Financials Lead This Week’s Acquirer’s Multiple Screen
• VALUE: After Hours (S07 E43): Leading Economic Indicators Can Mislead
• Ray Dalio: The Future Belongs to “Brilliant People Working With Brilliant AI”
• Major Superinvestors Increase Stakes in Union Pacific (UNP) Amid Rising Confidence in Rail Sector
• VALUE: After Hours (S07 E43): Inside the Warhammer Flywheel: Why Games Workshop Has a Real Moat
• Terry Smith: Index Funds Are Not Actually Passive; They Are A Momentum Strategy
• Howard Marks’ Latest 13F: Inside Oaktree’s Highest-Conviction Equity Positions
• VALUE: After Hours (S07 E43): Todd Wenning on Flyover Stocks and Small Cap Moats $GMWKF, $ODFL, and $CPRT
• Walmart Inc. (WMT): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (12/05/2025)
• H&R Block (HRB): Strong Cash Flows, High Capital Returns, and a Deep Value Opportunity
• VALUE: After Hours (S07 E42): Goodyear & CarMax Are Great Buys
• Navigating The AI Bubble: An Agnostic Investor’s Guide From GMO
• Maverick Capital’s Top Holdings: How Lee Ainslie Is Positioning for 2026
• VALUE: After Hours (S07 E42): Best Small Community Bank Investments Right Now
• Book Review: Why “Animal Spirits” Still Explain Today’s Markets
• Energy, Financials, and Materials Lead This Week’s Acquirer’s Multiple Screen
• VALUE: After Hours (S07 E42): Global Value Opportunities: Japan, Hong Kong & Europe
• François Rochon: The Three Qualities Every Great Investor Needs
• Why Top Investors Are Buying Visa Inc. (V)
• VALUE: After Hours (S07 E42): The Only Numbers That Matter in Banking: Capital, NPAs & Book Value
• Rich Pzena: The 3 Questions You Need To Ask With Any Investment
• GMO’s Top Holdings: Inside Jeremy Grantham’s High-Conviction Mega-Cap Portfolio
• VALUE: After Hours (S07 E42): Tim Melvin on Community Banks and Small Caps in Europe, Hong Kong and Japan
• NVIDIA Corporation (NVDA): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (11/28/2025)
• CF Industries (CF): Deep Value in a Cyclical Fertilizer Leader
• VALUE: After Hours (S07 E41): HHH: Bill Ackman’s Berkshire-Style Experiment or a Value Trap
• Ray Dalio Warns AI Is Accelerating a New Cycle of Bubbles, Debt Limits, and Political Polarization
• Chase Coleman’s Latest 13F: Tiger Global Loads Up on Coupang, Block, MongoDB, and Netflix
• VALUE: After Hours (S07 E41): Why Asset-Heavy Businesses Are Undervalued — And How Investors Can Profit
• Tom Gayner: Why Avoiding “Hot Stocks” Leads to Better Long-Term Returns
• This Week’s Deep-Value Stock Screen: Energy & Financials Dominate Again
• VALUE: After Hours (S07 E41): The Rise of Passive Investing Is Distorting Markets
• Terry Smith Warns Against Chasing AI Fads
• Why Top Investors Are Buying Constellation Brands (STZ)
• VALUE: After Hours (S07 E41): How to Avoid Value Traps Before They Blow Up
• Bill Nygren: How To Find Doubles
• Buffett Goes Big on Alphabet: Full Breakdown of Berkshire’s Q3 Buys
• VALUE: After Hours (S07 E41): Jonathan Boyar on opportunistic value in $UBER, $UNF, $HHH, $MSGS, $BATRA and $MRK
• Costco Wholesale Corporation (COST): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (11/21/2025)
• Global Ship Lease (GSL): High-Yield Deep Value Play
• VALUE: After Hours (S07 E40): AI As An Existential Crisis
• Cliff Asness: Social Media Turns Wisdom of Crowds Into Market Chaos
• Rich Pzena Q3 2025: Baxter Surge and Magna Strength Highlight a Classic Deep-Value Quarter
• VALUE: After Hours (S07 E40): The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value
• Howard Marks: There’s Much Less Than 100% Probability That Investing In Any Given AI Company Or Sector Today Will Be Profitable
• Deep-Value Opportunities Dominate Energy, Financials, and Materials in This Week’s Large-Cap Screener
• VALUE: After Hours (S07 E40): Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued
• Mohnish Pabrai: “Shut the Brain Off” When You Own A Great Business
• Palantir Q3 2025: Record Growth, 114% Rule of 40, and a Defining Moment for Enterprise AI
• VALUE: After Hours (S07 E40): The Passive Investing Problem No One Talks About: Hidden Risk
• David Abrams Top 5 Positions Represent 80% Of The Total Portfolio
• VALUE: After Hours (S07 E40): Running Oak’s Seth Cogswell on his Efficient Growth Strategy
• Amazon.com, Inc. (AMZN): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (11/14/2025)
• MIND C.T.I. Ltd (NASDAQ: MNDO) — Cash-Rich Micro-Cap Software Stock Trading at Deep Value
• VALUE: After Hours (S07 E39): Why the U.S. Is Still the Best Place for Capital to Grow
• Ray Dalio Warns the Fed May Be Stimulating Into a Bubble
• Tom Gayner’s Markel Group Q3 2025 13F: Focused Portfolio, Selective Trims, and Full Exits Signal Continued Discipline
• VALUE: After Hours (S07 E39): Why Having No Price Target Can Make You a Better Investor
• Cliff Asness on Quant Investing and AI’s Role in Finance
• Energy and Financials Lead This Week’s Deep Value Screen
• VALUE: After Hours (S07 E39): Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept
• Warren Buffett’s Farewell Letter: Passing the Torch to Greg Abel and Reflecting on 95 Years of Luck and Lessons
• Meta Platforms Q3 2025: AI Expansion Drives Strong Growth Amid Record Investment
• VALUE: After Hours (S07 E39): I’m a Value Buyer but a Growth Holder
• Howard Marks: “The Worst of Loans Are Made in the Best of Times”
• Michael Burry’s Scion Asset Management Q3 2025 Portfolio Analysis
• VALUE: After Hours (S07 E39): Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing
• American Express Company (AXP): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (11/07/2025)
• Westlake Chemical Partners (WLKP): Deep Value, 8% Yield, and a Fee-Based Cash Flow Powerhouse
• VALUE: After Hours (S07 E38): Small Cap Investing and Lessons from Scouting
• Apple Q4 2025: Record $102.5B Revenue, Surging Services, and AI-Powered Future
• Netflix, Inc. (NASDAQ:NFLX) Q3 2025 Earnings Call — “Thrilling the Audience”
• VALUE: After Hours (S07 E38): The Chipmunk Analogy: Reputation, Risk, and Survival
• Howard Marks: U.S Learning to Live With a Real Rival
• Energy and Financials Lead This Week’s Deep-Value Screen
• VALUE: After Hours (S07 E38): APi Group (APG): A Hidden Leader in Fire and Life Safety Services
• Dan Loeb: A “Compute-Constrained World” and New AI-Driven Opportunities
• Visa (V) Q4 2025 Earnings: Revenue Up 12%, Full-Year Net Income Tops $20 Billion
• VALUE: After Hours (S07 E38): Leon’s Furniture: Canada’s Durable Retail Giant
• Berkshire Hathaway Q3 2025: Buffett’s Cash Fortress and an $9.7 Billion Bet on Occidental Chemicals
• Tesla, Inc. (NASDAQ: TSLA) Q3 2025 Earnings Call — “Bringing AI Into the Real World”
• VALUE: After Hours (S07 E38): Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG
• Meta Platforms, Inc. (META): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (10/31/2025)
• Global Ship Lease (GSL): Compelling Deep-value Opportunity In The Transportation Sector
• VALUE: After Hours (S07 E37): Give Yourself a Longer Time Horizon—or Only Bad Options Remain
• Ray Dalio Warns of High “Bubble Indicator” and Rising Market Risks
• Rob Olstein Trims Major Holdings in Tech, Industrials, and Financials Amid Valuation Discipline
• VALUE: After Hours (S07 E37): Reproducible Success vs. Luck-Driven Wins
• What Howard Marks Learned from a Pension Fund’s Approach to Risk
• Energy and Financials Lead This Week’s Deep Value Screen
• VALUE: After Hours (S07 E37): Irreversible Losses Absorb Future Gains
• Pzena: Why Small Caps Are Poised for a Multi-Year Comeback
• Tesla, Inc. (TSLA) Q3 2025: Revenue Up 12%, Free Cash Flow Hits New Record
• VALUE: After Hours (S07 E37): Performance Is Subordinate to Survival
• Cliff Asness on Behavioral Investing: “Markets Are Voting Mechanisms”
• Guy Spier (Aquamarine Zurich AG) – Q3 2025 13F Portfolio Review
• VALUE: After Hours (S07 E37): Winning Long-Term Games and Ergodicity with Author Luca Dell’Anna
• Apple Inc. (AAPL): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (10/24/2025)
• Why Abercrombie & Fitch (ANF) Could Be One of the Market’s Deepest Value Plays
• VALUE: After Hours (S07 E36): Engineers vs. Lawyers: Why China Builds and America Debates
• David Einhorn: Investors Are Confusing Innovation With Investment Value
• David Tepper Scales Back China Exposure and Sells Out of Key Tech Giants
• VALUE: After Hours (S07 E36): Why the World Needs a Little Bit of Crazy: Entrepreneurs, Elon Musk, and Creation
• Bill Ackman: The Power Of Superintelligence Is Worth A Meaningful Investment
• Energy and Financials Still Rule Deep Value
• VALUE: After Hours (S07 E36): How to Spot a Good Private Acquisition: Paying Half of Revenue and Scaling Smart
• Mohnish Pabrai: The Holy Grail of Investing
• Why Top Investors Are Buying Caterpillar Inc. (CAT)
• VALUE: After Hours (S07 E36): Return on Headache: The Hidden Metric in Small Business Investing
• Howard Marks: Market Timing Is The Hardest Thing In The World And Don’t Try It
• Bruce Berkowitz’s Top 5 Positions Represent 99.32% Of The Total Portfolio
• VALUE: After Hours (S07 E36): SMB Acquirer Colin King on Entrepreneurship-through-Acquisition and Search Funds
• PepsiCo, Inc. (PEP): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (10/17/2025)
• Greenland Technologies (GTEC): Deeply Undervalued EV Equipment Manufacturer
• VALUE: After Hours (S07 E35): Why Writing Down Your Thoughts Makes You a Smarter Investor
• John Rogers: The Enduring Value Of Small And Midcap Investing
• Mario Gabelli Reduces Holdings in 3D Systems, Blue Owl, and Diamondback Energy
• VALUE: After Hours (S07 E35): Why Character Beats IQ in Investing Every Time
• Howard Marks Reflects on 35 Years of Memos
• Energy and Financials Lead This Week’s Deep Value Screen with Huge Free Cash Flow Yields
• VALUE: After Hours (S07 E35): The One Habit That Separates Great Investors From Everyone Else
• Howard Marks: The Difference Between Big V and Small v Value Investing
• Why Top Investors Are Buying Bristol-Myers Squibb Co (BMY)
• VALUE: After Hours (S07 E35): How to Stick With Your Investing Strategy When It Gets Hard
• Ray Dalio: The Five Forces Shaping the Global Economy
• Seth Klarman’s Top 5 Positions Represent 46.93% Of The Total Portfolio
• VALUE: After Hours (S07 E35): Excess Returns with Justin Carbonneau, Jack Forehand and Matt Zeigler
• Caterpillar Inc. (CAT): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (10/10/2025)
• Pilgrim’s Pride (PPC): Undervalued Consumer Staples Play with Strong Cash Flow
• VALUE: After Hours (S07 E34): Buffett’s Japan Trading Houses Bet
• Dan Loeb’s Third Point Trims Top Holdings: Fortive, RB Global, TSM, Apollo, Carpenter
• VALUE: After Hours (S07 E34): BNSF: Buffett’s Coup d’Œil Moment
• Energy and Financials Lead This Week’s Deep Value Screen
• VALUE: After Hours (S07 E34): Buffett – General Re: Defensive Strategy in Action
• Peter Lynch: The Biggest Mistakes Investors Make and How to Avoid Them
• Why Top Investors Are Buying Thermo Fisher Scientific Inc. (TMO)
• VALUE: After Hours (S07 E34): Apple as Buffett’s Greatest Trade
• Howard Marks: Equity Valuations Have Moved From “Elevated” to “Worrisome”
• Terry Smith’s Top 5 Positions Represent 43.49% Of The Total Portfolio
• VALUE: After Hours (S07 E34): Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
• Netflix, Inc. (NFLX): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (10/03/2025)
• Equinor Stock (EQNR): Why This Energy Giant Trades at a Bargain
• VALUE: After Hours (S07 E33): Tungsten, Tin, and Critical Metals Risk
• Book Summary – Mosaic: Perspectives on Investing by Mohnish Pabrai
• Chase Coleman Slashes DoorDash, ServiceNow, Workday, CrowdStrike, and ATRenew Stakes
• VALUE: After Hours (S07 E33): Why We Buy in the Orphan Period
• Steve Romick: Returns Are Driven Not Just by What You Own, But What You Don’t Own
• Energy and Financials Dominate This Week’s Value Screen
• VALUE: After Hours (S07 E33): Finding Bottlenecks in Megatrends
• Bill Nygren: The S&P 500 Looks More Like a Concentrated Tech Growth Fund
• Why Top Investors Are Buying Taiwan Semiconductor (TSM)
• VALUE: After Hours (S07 E33): Surviving a Tough Decade in Real Assets
• Bill Ackman: Make A Little Progress Every Day And It Works Every Time
• Carl Icahn’s Top 5 Positions Represent 89.74% Of The Total Portfolio
• VALUE: After Hours (S07 E33): Liquid Real Assets With Will Thomson Of Massif Capital; Natural Gas, Tungsten And Tin
• Constellation Brands, Inc. (STZ): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (09/26/2025)
• Crocs (CROX): Undervalued Footwear Giant with Cash Flow Strength
• VALUE: After Hours (S07 E32): Amazon, Intangibles and the J-Curve
• Howard Marks: Mastering the Market Cycle Book Summary
• Lee Ainslie’s Maverick Capital Slashes Stakes in Lam Research, Dollar Tree, Rentokil, and More
• VALUE: After Hours (S07 E32): CapEx, AI, and the Prisoner’s Dilemma
• Guy Spier: Is AI Killing the Investor’s Edge?
• Energy and Financials Dominate This Week’s Value Screen
• VALUE: After Hours (S07 E32): Value Investor Buying Big Tech
• David Tepper: Markets Are Expensive, But Tough Not To Own
• Why Top Investors Are Buying NVIDIA Corp (NVDA)
• VALUE: After Hours (S07 E32): PhDs Good, MBAs Bad: Sorry Business School
• Cliff Asness: “Doing Nothing Is Surprisingly Often The Right Strategy”
• Bill Ackman’s Top 5 Positions Represent 68.82% Of The Total Portfolio
• VALUE: After Hours (S07 E32): Intangible Value Investing Using AI + NLP with Kai Wu of Sparkline Capital
• Uber Technologies, Inc. (UBER): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (09/19/2025)
• Lululemon Athletica (LULU): Slowing Growth, But a 41% ROE Powerhouse
• VALUE: After Hours (S07 E31): Crocs: Ugly Shoes, Beautiful Numbers
• Book Review: The Snowball: Warren Buffett and the Business of Life
• Andreas Halvorsen Slashes Meta, Trims High-Beta Bets
• VALUE: After Hours (S07 E31): Portillo’s: Everyday Value Done Right
• Bill Nygren: Opportunities Still Exist Outside The Mag 7
• This Week’s Large Cap Acquirer’s Multiple® Screen: Energy and Financials Continue To Dominate
• VALUE: After Hours (S07 E31): Company Hack – Why CFOs and General Counsel Matter Most
• Ray Dalio: “Pain Plus Reflection Equals Progress”
• Why Top Investors Are Buying FISERV INC (FI)
• VALUE: After Hours (S07 E31): Insider Buying: Finding Signal in the Noise
• Howard Marks: Risk-bearing Is Not Guaranteed To Produce A Better Outcome
• Michael Burry’s Top 5 Positions Represent 73.22% Of The Total Portfolio
• VALUE: After Hours (S07 E31): Unemployed Value Degen Stephen Farrington on small cap stocks $PTLO and $CROX
• Verizon Communications Inc. (VZ): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (09/12/2025)
• Cal-Maine Foods (CALM): Undervalued Cash Cow in the Food Sector?
• VALUE: After Hours (S07 E30): Net-Net Skepticism and Avoiding Scams
• John Rogers Trims Key Holdings: Northern Trust, Schwab, Smucker Among Top Reductions
• VALUE: After Hours (S07 E30): Voltaire’s Bond Lottery Arbitrage
• John Malone: The Evolution of Technology Is Unstoppable!
• This Week’s Large Cap Acquirer’s Multiple® Screen: Energy and Financials Dominate Undervaluation This Week
• VALUE: After Hours (S07 E30): Nietzsche, Buffett, and Eternal Recurrence
• Ray Dalio: Democracy’s Breakdown is the Real National Problem
• Why Top Investors Are Buying Amazon.com, Inc. (AMZN)
• VALUE: After Hours (S07 E30): Spinoza and Emotional Bondage in Investing
• Howard Marks: Investors Should Move To DEFCON 2
• Prem Watsa’s Top 5 Positions Represent 70.19% Of The Total Portfolio
• VALUE: After Hours (S07 E30): Investment Philosophers: Financial Lessons from the Great Thinkers with Ethan A. Everett
• Chevron Corporation (CVX): Our Calculation of Intrinsic Value
• World Acceptance Corp (WRLD): A Deep Value Consumer Finance Play?
• VALUE: After Hours (S07 E29): Why Micro-Caps Are Attractive
• Weekly Investing Roundup – News, Podcasts, Interviews (09/05/2025)
• Value Regains Its Footing As Factor Rotations Intensify
• Tweedy Browne: Why Insider Buys + Low Valuation Stocks Outperform
• Carl Icahn Exits Dana And Illumina: Capital Redeployment Signals Portfolio Repositioning
• VALUE: After Hours (S07 E29): Lessons from the XPEL Investment
• Ray Dalio Predicts US Debt Crisis in 3 Years, Warns Investors
• This Week’s Large Cap Acquirer’s Multiple® Screen: Energy Dominance Continues, Finance Holds Firm
• VALUE: After Hours (S07 E29): Blending Value and Growth Opportunities
• Small Caps, Value Stocks, and Precious Metals Shine in August Market Rally
• Cliff Asness: Uncomfortable Calling It a Bubble Despite High Prices
• Why Top Investors Are Buying UnitedHealth Group Inc (UNH)
• VALUE: After Hours (S07 E29): The “Salad Oil” Approach to Investing
• Tobias Carlisle: The Jaws Will Close Between Growth & Value
• Mohnish Pabrai’s Top 5 Positions Represent 100% Of The Total Portfolio
• VALUE: After Hours (S07 E29): Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandal
• Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To Berkshire
• Howard Marks: Fewer Losers Not More Winners
• Howard Marks’ Top 5 Positions Represent 43% Of The Total Portfolio
• Amazon.com, Inc. (AMZN): Our Calculation of Intrinsic Value
• GeoPark Limited (GPRK): A Deep Value Energy Play?
• Weekly Investing Roundup – News, Podcasts, Interviews (08/29/2025)
• Value’s Resurgence: A Strong But Selective Rally
• VALUE: After Hours (S07 E28): Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency
• Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To Berkshire
• Mohnish Pabrai’s Mental Models
• Why Top Investors Are Buying Microsoft Corp (MSFT)
• Tom Gayner: “We’re Marathoners, Not Sprinters”
• This Week’s Large Cap Acquirer’s Multiple® Screen: Finance Joins Energy at the Top
• Howard Marks: Fewer Losers Not More Winners
• Bill Ackman Rotates Out of Canadian Pacific, Into Amazon
• Jim Chanos: Investors Are A Pretty Predictable Bunch of Apes
• VALUE: After Hours (S07 E27): Eric Cinnamond on small cap value, inflation, tariffs, deficits, Mag 7, and AI cap ex
• Berkshire Hathaway’s Buys and Sells: Portfolio Shifts from the Latest Filing
• Weekly Investing Roundup – News, Podcasts, Interviews (08/22/2025)
• Nick Train Top Portfolio Trims: Consumer Staples, Financials, and Technology
• Why Top Investors Are Buying (GOOGL) ALPHABET INC-CL A
• Howard Marks: Why It’s Time to Put More Defense in Your Portfolio
• Weekly Investing Roundup – News, Podcasts, Interviews (08/15/2025)
• Bill Nygren’s Case for Value Investing in a Top-Heavy Market
• This Week’s Large Cap Value Standouts: Energy Dominates the Deep Value Ranks
• Tom Gayner Top Portfolio Trims: Packaging, Industrials, and Healthcare
• Lee Ainslie’s Strategy: Conviction, Management, and the Long Game
• VALUE: After Hours (S07 E26): The Tyranny of The Few
• VALUE: After Hours (S07 E26): Deep Dive into Melexis: Belgium’s Niche Sensor Powerhouse
• Rich Pzena’s Top 5 Positions Represent ~21.52% Of The Total Portfolio Value
• VALUE: After Hours (S07 E26): Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr
• Is Molina Healthcare (MOH) an Undervalued Healthcare Compounder?
• Constellation Brands (STZ): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (08/08/2025)
• Jamie Dimon: Why Effort, Analysis & EQ Matter Most In Investing
• Dan Loeb: AI Might Do For Credit In 2025/26 What Fracking Did In 2015/16
• Ray Dalio: Mistakes Are Your Best Learning Experience
• Steve Mandel’s Top 10 Positions Make Up 60.18% His Portfolio
• VALUE: After Hours (S07 E25): Nick Maggiulli @dollarsanddata on the new economic classes in the US and The Wealth Ladder
• VALUE: After Hours (S07 E25): The Wealth Ladder Framework
• Domino’s Pizza Inc (DPZ): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (08/01/2025)
• Mesabi Trust (MSB): Is This Deeply Undervalued Stock a Hidden Gem?
• VALUE: After Hours (S07 E24): What Ribosomes Can Teach Us About the Future of Manufacturing
• How to Beat the Market with Greenblatt’s Simple Strategy
• Mario Gabelli Reveals His Top Value Picks in Today’s Market
• Andreas Halvorsen Top Portfolio Trims: Technology, Financials, and Insurance
• VALUE: After Hours (S07 E24): Avoiding Value Traps by Tracking Free Cash Flow
• Chris Davis: The Behavior Penalty: Why Investors Sabotage Their Own Returns
• Cliff Asness: When Stagflation Hits-Why Traditional Portfolios Fail
• This Week’s FREE U.S. Large-Cap Stock Screener Analysis
• VALUE: After Hours (S07 E24): Fort Knox Balance Sheets Help You Sleep at Night
• Growth Still Leads, But Value Makes a Comeback in Small Caps
• Pzena Study Reveals Value Stocks’ Big Rebound After Volatility
• Ray Dalio’s Warning: The Debt Crisis No One Is Pricing In
• Why Top Investors Are Buying Danaher (DHR)
• VALUE: After Hours (S07 E24): Focus on Cash from Operations, Not EBITDA
• Joel Greenblatt: How Spinoffs and Special Situations Beat the Market
• Jeremy Grantham: Navigating Bubble-Land
• Stanley Druckenmiller’s Top 5 Positions Make Up 42.14% Of His Portfolio
• VALUE: After Hours (S07 E24): Lowell Capital’s Jim and Abigail Zimmerman on LNF.TO, LYTS, MACF.L, and IWG.L
• American Express (AXP): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (07/25/2025)
• Medical Facilities Corporation (DR.TO): Is This Deeply Undervalued Stock a Hidden Gem?
• Mason Hawkins: 14.89% Return Q2 2025 – Their Winning Strategy Revealed
• Seth Klarman: Value Investors Are Wired Differently
• Ray Dalio’s Top Portfolio Trims: Tech, Energy, and Healthcare Face Sharp Reductions
• What Investors Can Learn from Jamie Dimon’s Fortress Strategy
• Where the Smart Money Is Going: 5 Global Opportunities for Investors Right Now
• This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
• Markets Calm Down as Investors Shift Focus to Earnings
• John Rogers: Take Advantage of Volatility With An Eye Towards Long-Term Gains
• Why Top Investors Are Buying General Motors (GM)
• Tom Russo on Why Indispensable Brands Win in Any Market
• Bill Ackman: The Art of Selecting ‘Growth Royalty’ Companies
• David Tepper’s Top 5 Positions Make Up 60.41% Of His Portfolio
• The Coca-Cola Company (KO): Our Calculation of Intrinsic Value
• Weekly Investing Roundup – News, Podcasts, Interviews (07/18/2025)
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