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VALUE: After Hours (S08 E16): Berkshire Hathaway Buybacks: Is Greg Abel Paying More Than Buffett Would?During their recent episode, Taylor, Carlisle, and Adam Mead discussed Berkshire Hathaway Buybacks: Is Greg Abel Paying More Than Buffett Would?. Here’s an excerpt from the epis…
Mohnish Pabrai On AI, Market Speculation, And Long-Term InvestingThe current market backdrop is increasingly shaped by speed, narrative momentum, and the rapid spread of artificial intelligence across nearly every sector. Investors are being …
Smart Money Is Buying Mohawk Industries Inc. (MHK)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Mohawk Industries Inc. (MHK), with activity led b…- VALUE: After Hours (S08 E16): Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEODuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEO. Here’s an excerpt from the episode: …
John Rogers Says Analysts Are Ignoring Some Of The Market’s Best OpportunitiesThe current equity market presents a complex puzzle for investors seeking alpha outside the crowded megacap space. At the Gabelli Omaha Value Investor Conference, John Rogers, f…
Tweedy, Browne Co LLC Top Holdings, Trades & Investment StrategyTweedy, Browne Co LLC reported an equity portfolio of approximately $1.26 billion in the latest quarter, continuing the firm’s long-standing commitment to classic value investin…- VALUE: After Hours (S08 E16): Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, AbelDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed: Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEO Berkshire Hathaway Buybacks: Is Greg…
Home Depot (HD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Home Depot (HD). Profile Home Depot is the world’s largest home improvemen…
Weekly Investing Roundup – News, Podcasts, Interviews (05/08/2026)This week’s best investing news: Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting (CNBC) Mohnish Pabrai: Berkshire, Big Mistakes & Lettin…
Deeply Undervalued Global Medical Device Company – Embecta Corp. (EMBC)As part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
VALUE: After Hours (S08 E15): How Retail Investors Are Moving Markets (And Why Institutions Are Following)During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed How Retail Investors Are Moving Markets (And Why Institutions Are Following). Here’s an excerpt from …
Dalio Warns Investors About Mounting Debt PressuresRay Dalio’s latest appearance with Prof G Markets landed at a delicate moment for investors. Treasury yields are climbing, deficits continue to widen, and markets remain fixated…
Tom Gayner’s Top Holdings, Trades & Investment StrategyTom Gayner’s Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in q…- VALUE: After Hours (S08 E15): The HEAT Investment FrameworkDuring their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed The HEAT Investment Framework. Here’s an excerpt from the episode: [Matt] Yeah, so that is my investm…
Mohnish Pabrai Explains Why Only 4% of Stocks Drive Market ReturnsMarkets have entered a phase where valuation discipline matters again. The easy gains from liquidity expansion and multiple re-rating have faded, leaving investors to confront a…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around financials, energy, industrial cyclicals, and a wide range of mature, cash-generative businesses wh…- VALUE: After Hours (S08 E15): Can There Ever Be Another Warren Buffett?During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed Can There Ever Be Another Warren Buffett? Here’s an excerpt from the episode: [Matt] So I started inv…
Howard Marks: You Can’t Predict. You Can PreparePrice action today seems driven less by underlying fundamentals and more by shifts in sentiment and positioning. That dynamic sits at the center of Howard Marks’s thinking. As h…