We’ve launched a new investment firm called Acquirers Funds® to help you put the acquirer’s multiple into action. Acquirers Funds® Our investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. We believe deeply undervalued, and out-of-favor stocks offer asymmetric returns, with … Read More
Mark Mobius: Global Markets and Long-Term Thinking
Speaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir John Templeton to lead the Templeton Emerging Markets Group at Franklin Templeton Investments. Over more than three decades, he expanded the group’s assets … Read More
Steve Cohen on Markets, Risk, and the Best Opportunities
When Steve Cohen speaks, Wall Street listens. At a recent Goldman Sachs event, the hedge fund titan offered a rare look into his mindset. And while the times have changed, Cohen’s edge comes down to timeless principles — straight from the man himself. “My interest in the markets started really … Read More
Superinvestor Moves: Amazon.com Inc. (AMZN) – Tracking Top Investor Activity Latest
Data from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Amazon.com Inc. (AMZN), a global leader in digital payments. Our coverage includes 55 top investors, such as Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of our ongoing series, we’re … Read More
VALUE: After Hours (S07 E20): China’s Wild Capitalism and the Mag 7
During their recent episode, Taylor, Carlisle, and John Huber discussed China’s Wild Capitalism and the Mag 7. Here’s an excerpt from the episode: Tobias: We were just talking China before we came on. Jake and I did a visit. John visited in 2018. We were talking about how China has … Read More
Howard Marks: How To Become An Above Average Investor
In a recent interview with The Motley Fool, Howard Marks reflects on decades of investing. He returns to a simple yet powerful idea: “Good company, bad balance sheet.” That’s the kind of setup his firm, Oaktree, looks for — situations where strong businesses are dragged down by too much debt. … Read More
Mohnish Pabrai: Berkshire Is A Better Index Than The S&P
During his recent interview with SumZero, Mohnish Pabrai discussed the future of Berkshire Hathaway. When it comes to Berkshire’s future under Greg Abel, Pabrai sees no red flags — only quiet continuity. “Greg actually from a practical sense has been running Berkshire for quite some time,” he explained. “From a … Read More
Bruce Berkowitz: Top 5 Positions Make Up 99.31% Of His Portfolio (Analysis)
Bruce Berkowitz’s top 5 positions make up 99.31% of his current portfolio, signaling a highly concentrated investment approach. His largest holding, St. Joe Co (JOE), alone accounts for more than three-quarters of his entire portfolio. Below is a detailed breakdown of each of the top 5 positions, including shares held, … Read More
VALUE: After Hours (S07 E20): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Huber discuss: China’s Wild Capitalism and the Mag 7 The AI Disruption: Google, OpenAI, and the New Web The Reinvestment Engine: High Free Cash Flow + Smart Management Understanding Competitive Edge: Informational, Analytical, Behavioral … Read More
Exxon Mobil Corporation (XOM): Our Calculation of Intrinsic Value
As part of our ongoing 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 world’s largest energy giants, Exxon Mobil Corporation (XOM). Profile Exxon Mobil (XOM) is a leading global oil … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/13/2025)
This week’s best investing news: Hedge fund titan Bill Ackman shares the secret that got him through his lowest moments (Fortune) Cliff Asness – (So) What If You Miss the Market’s N Best Days? (AQR) How to win: Steve Cohen on markets and the Mets (MS) The Institutional Cost Mirage … Read More
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 might be a deeply undervalued gem. The stock this week is: Stellantis NV (STLA) Stellantis NV is one of the world’s largest automakers, … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – The Fed’s Real Priorities and Bailouts
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed’s Real Priorities and Bailouts. Here’s an excerpt from the episode: Rudy: So, you don’t think they were calling Powell and telling him, you need to bail out Citadel? You need to make sure that Magellan’s funds don’t go … Read More
Jim Chanos: Market Mania, Tesla, Carvana, and MicroStrategy
Veteran short-seller Jim Chanos has a clear message on today’s market climate. “This bull market is going to go until it doesn’t. And I keep telling people we’re going to need to fill every last bull and Wall Street will do it.” Reflecting on the past few years, Chanos says, … Read More
Jeffrey Gundlach on AI Enthusiasm, Gold, and the U.S Debt Reckoning Ahead
“It’s certainly behaving differently than it was for the last four decades,” Jeffrey Gundlach said at the Bloomberg Global Credit Forum. “Things are behaving differently.” He wasn’t just talking about the S&P 500. “Usually when the Fed starts cutting interest rates… the 10-year Treasury almost always goes up immediately… This … Read More
Jeremy Grantham Pulls Back: What His Latest Sales Say About the Market
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the most recent quarter, Jeremy Grantham significantly reduced or nearly eliminated several positions in his portfolio. The sharpest percentage declines were concentrated in stocks … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – Crypto Skepticism and Meme Coins
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Crypto Skepticism and Meme Coins. Here’s an excerpt from the episode: Jake: [laughs] Oh, boy. Stepping on that mine already. Tobias: Tips [crosstalk] [laughs] Rudy: Hey, don’t set me off on a coughing ramp, please. Yes, bitcoin fixes all of … Read More
Mohnish Pabrai: The Power of Patience, Simplicity, And Temperament
During his interview with The Investor’s Podcast, Mohnish Pabrai discussed his investment philosophy—which is raw, reflective, and unmistakably his own. On the subject of investing, Pabrai draws from the wisdom of Warren Buffett—particularly around opportunity cost. “Buffett has talked about permanent holdings… he’s held American Express for a very long … Read More
Paul Tudor Jones: AI Advancing at 500% — But Risk to Humanity Is Real
“I was minding my business,” Paul Tudor Jones began, “I went to this tech conference about two weeks ago out west.” The legendary macro investor wasn’t there to pitch trades—but what he left with deeply shook him. “I just want to share with you what I learned there,” he said. … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
As part of a new series here at The Acquirer’s Multiple, we’re going to be providing a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener including an overview, industry/sector analysis and performance, and our key observations. Top Value Stocks (Lowest Acquirer’s Multiple®) The Acquirer’s Multiple® (EV/Operating Income) helps … Read More
VALUE: After Hours (S07 E19): Rudy Havenstein – Corruption, Insider Deals, and the Revolving Door
During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Corruption, Insider Deals, and the Revolving Door. Here’s an excerpt from the episode: Rudy: I was just reposting an old thing about the guy that was running the treasury program to buy corporate bonds back then had a vested interest … Read More