In a market increasingly driven by quarterly headlines, momentum trades, and algorithmic noise, Mario Gabelli and John Rogers are still putting their faith in time, discipline, and deep research. Speaking at the recent Gabelli Omaha Value Investor Conference, the two icons didn’t just honor Warren Buffett—they laid out a clear … Read More
10 Worst Performing Large-Caps Last 12 Months
Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Moderna (MRNA) -80.12% Enphase Energy (ENPH) -62.14% Super Micro Computer (SMCI) -59.38% Albemarle (ALB) -55.10% Estee Lauder Companies (EL) … Read More
Terry Smith: Why We Stay Fully Invested
When you get a chance, check out the annual letters by Fundsmith’s Terry Smith. His 2014 letter delivers his usual mix of dry wit, no-nonsense advice, and unwavering belief in buy-and-hold investing. After another strong year—up +23.3% versus +11.5% for the MSCI World—Smith opens by reminding readers, “We never tire … Read More
Howard Marks on 30 Years of Oaktree: “Always Good, Sometimes Great, Never Terrible”
When Howard Marks reflects on 30 years of building Oaktree, it’s clear the firm’s success was never about chasing home runs—it was about doing things right. “We merely thought that we’ve done a good job for clients to date. If we can keep doing a good job, we’ll have a … 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 our key observations. Market Overview: This week’s large-cap screener includes a broad range of industries with notable … Read More
Mohnish Pabrai: How Not To Leave So Much Money On The Table
During his recent presentation at VALUExBRK 2025, Mohnish Pabrai reflected on past missteps, admitting, “Most of my investing career I had this screwed up framework.” For years, he sold too early—selling when stocks hit 90-95% of what he believed was intrinsic value. “So much money left on the table with … Read More
Bill Ackman’s Modern-Day Berkshire Ambition
At the Milken Conference, Pershing Square’s Bill Ackman sat down with Yahoo Finance to discuss what he calls a “very significant change in strategic direction”: a $900 million investment in Howard Hughes Corporation. But this wasn’t just another deal—it’s the culmination of a long-term vision that draws clear inspiration from … Read More
Microsoft (MSFT) Superinvestor Moves: Top Investor Activity Last Quarter
Our research tool SuperinvestorHub reveals that one of the most popular stocks held last quarter was Microsoft Corp (MSFT). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Jeremy Grantham, and Joel Greenblatt. As part of a new series, we’ll be breaking down quarterly activity for one stock … Read More
Mohnish Pabrai: Long Runways, Great Businesses, and Avoiding Shiny Objects
Mohnish Pabrai’s investing philosophy isn’t just about beating the market—it’s about playing the right game. In a wide-ranging conversation with TIP, Pabrai offers thoughts that blend personal growth, investment strategy, and a deep sense of purpose. It’s classic Pabrai: honest, humorous, and filled with mental models. He starts with a … Read More
Warren Buffett: Key Takeaways from the 2025 Berkshire Meeting
At 94 years old, Warren Buffett still has a firm grip on the essence of long-term investing—and life. Speaking to tens of thousands at the 2025 Berkshire Hathaway Annual Meeting, Buffett offered more than just market commentary. He shared his hard-earned knowledge from decades of discipline, trust, and humility. One … Read More
Chris Hohn: Top 5 Positions Make Up 71.51% Of His Portfolio (Analysis)
Chris Hohn’s top 5 positions make up 71.51% of his current portfolio, reflecting a highly concentrated investment strategy. His largest holding, General Electric (GE), comprises 18.09% of the portfolio. Below is a detailed look at each of the top 5 positions, including shares held, value, portfolio weight, and commentary. General … Read More
American Express (AXP): 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 stocks that is not currently in our screens, American Express (AXP). Profile American Express (AXP) is a … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (05/02/2025)
This week’s best investing news: Buffett’s ‘Woodstock for Capitalists’ Draws Admirers From Around the Globe (WSJ) Berkshire Hathaway 2025 w/ Chris Bloomstran (TIP) Mohnish Pabrai’s Interview at The Money Mindset with Sonia Shenoy (MP) Bill Nygren – The CEO interview (Oakmark) The Great European Rotation (Verdad) Howard Marks: Navigating the … Read More
Scorpio Tankers Inc (STNG): 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: Scorpio Tankers Inc. (STNG) Scorpio Tankers is a leading international provider of … Read More
VALUE: After Hours (S07 E14): Energy Prices, Oil Politics, and Strategic Manufacturing
During their recent episode, Taylor, Carlisle, and Bill Brewster discussed Energy Prices, Oil Politics, and Strategic Manufacturing. Here’s an excerpt from the episode: Tobias: But to be fair, it’s actually 90 bucks in the States to get it out of the ground. It’s not 22 bucks. This is one of … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
As part of our ongoing series here at The Acquirer’s Multiple, we’re providing a comprehensive breakdown of this week’s FREE U.S. Large-Cap Stock Screener, including a market overview, industry/sector insights, and key takeaways. Market Overview This week’s screener highlights stocks across a range of industries, with notable representation from energy, … Read More
Triumph of the Optimists – Book Summary
One of my favorite investing books is Triumph of the Optimists. If you’ve ever wondered what history can teach us about the markets, this book delivers—with over 100 years of data. Written by Elroy Dimson, Paul Marsh, and Mike Staunton, it explores one simple but profound idea: over the long … Read More
Ken Griffin: Legendary Investors Know When They Have An Advantage
If you’re imagining that great investors are right 90% of the time, Ken Griffin has a reality check: “My best stock pickers… are right about 54% of the time in alpha terms.” And that’s not a fluke—it’s the brutal arithmetic of the market. “The market has a grading system, and … Read More
10 Worst Performing Large-Caps Last 12 Months
Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Moderna (MRNA) -74.96% Estee Lauder Companies (EL) -56.60% Enphase Energy (ENPH) -56.25% Super Micro Computer (SMCI) -53.69% Albemarle (ALB) … Read More
VALUE: After Hours (S07 E14): Gödel’s Theorem, AI Limits, and Machine Logic
During their recent episode, Taylor, Carlisle, and Bill Brewster discussed Gödel’s Theorem, AI Limits, and Machine Logic. Here’s an excerpt from the episode: Jake: All right. So, for today’s veggies, we’re traveling back in time to 1931 to meet a quiet genius who reshaped how we understand certainty itself. His … Read More