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
Deere & Company (DE): 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 leading industrial equipment manufacturers, Deere & Company (DE). Profile Deere & Company (DE) is a global … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/20/2025)
This week’s best investing news: Howard Marks Memo: More on Repealing the Laws of Economics (OakTree) The Most Important Thing: A Dialogue with Howard Marks (CFA India) Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (SumZero) Why Cliff Asness Believes Markets Are Getting Dumber … Read More
Hammond Manufacturing (HMM.A.TO): 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: Hammond Manufacturing Co. Ltd (HMM.A.TO) Hammond Manufacturing is a Canadian industrial company … Read More
VALUE: After Hours (S07 E20): Understanding Competitive Edge: Informational, Analytical, Behavioral
During their recent episode, Taylor, Carlisle, and John Huber discussed Understanding Competitive Edge: Informational, Analytical, Behavioral. Here’s an excerpt from the episode: John: Yeah, the behavioral edge? Tobias: Yeah. Just the different types of edges. John: Yeah. Well, I think you can gain an edge in the stock market through … Read More
Howard Marks Warns: You Can’t Repeal the Laws of Economics
In his latest memo, More on Repealing the Laws of Economics, Howard Marks doubles down on a warning he first issued last year: government efforts to override basic economic principles are not only misguided, but dangerous. “The best known is the law of supply and demand,” he writes. “These and … Read More
Terry Smith: What He’s Selling and Why
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, Terry Smith reduced or trimmed several notable positions in his portfolio. The steepest percentage declines point to stocks that may … Read More
VALUE: After Hours (S07 E20): The Reinvestment Engine: High Free Cash Flow + Smart Management
During their recent episode, Taylor, Carlisle, and John Huber discussed The Reinvestment Engine: High Free Cash Flow + Smart Management. Here’s an excerpt from the episode: John: All right. T.C. Toby’s one of my favorite TCs. See, there’s three things– If you can find these three ingredients in a stock– … Read More
Aswath Damodaran: Why Alternative Investing Isn’t a Silver Bullet
In his latest session, valuation expert Aswath Damodaran tackles the growing enthusiasm for alternative investments. He begins by laying out the facts: “Much of investing as we know it… have been directed at two classes of investments: publicly traded stocks and publicly traded bonds.” But increasingly, attention has shifted to … Read More
Nassim Taleb: Rising Risk and Irrational Market Behavior
In his recent Bloomberg interview, Nassim Taleb, the author of The Black Swan, issued a damning assessment of the market’s outlook, warning of irrational behavior, flawed policies, and rising systemic risks. “The riskiness of America has increased,” Taleb began. And it’s not just about headlines — it’s structural. “The accumulated … 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®) These stocks are trading at the … Read More
VALUE: After Hours (S07 E20): The AI Disruption: Google, OpenAI, and the New Web
During their recent episode, Taylor, Carlisle, and John Huber discussed The AI Disruption: Google, OpenAI, and the New Web. Here’s an excerpt from the episode: Tobias: A couple of interesting data points that I saw. I was watching a GaryVee video, because I watch some GaryVee every now and again. … 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