Blog
Page 22
Smart Money Is Buying Darling Ingredients Inc. (DAR)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Darling Ingredients Inc. (DAR), with activity led…
VALUE: After Hours (S08 E15): Inverse ETFs Explained (SARK & Shorting ARK)During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed Inverse ETFs Explained (SARK & Shorting ARK). Here’s an excerpt from the episode: [Matt] Yeah, we got…
Rich Pzena’s Latest Portfolio & Strategy ExplainedRichard Pzena’s Pzena Investment Management reported an equity portfolio of approximately $30.8 billion in the latest quarter, reflecting the firm’s long-standing deep value inv…
Warren Buffett: We’ve Never Had People In A More Gambling Mood Than NowMarkets rarely move in straight lines, but today’s backdrop feels especially conflicted. Liquidity remains abundant, yet conviction is scarce. That tension comes through clearly…- VALUE: After Hours (S08 E15): Matthew Tuttle on his short $ARKK ETF $SARK, Inverse Cramer, $UAD, $SPCI, $UFOD, $MSTUDuring their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed: Inverse ETFs Explained (SARK & Shorting ARK) Can There Ever Be Another Warren Buffett? The HEAT Inve…
Exxon Mobil Corporation (XOM): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Exxon Mobil Corporation (XOM). Profile Exxon Mobil is one of the world’s l…
Weekly Investing Roundup – News, Podcasts, Interviews (05/01/2026)This week’s best investing news: According to Warren Buffett’s math the stock market is officially in ‘playing with fire’ territory (Fortune) Pershing Square’s Bill Ackman Talks…
World Acceptance Corporation (WRLD): Deep Value Consumer Lending BusinessAs 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…
Bill Ackman Says It’s a “Very Good Time” to Put Capital to WorkSeasoned investors are increasingly leaning into a setup where uncertainty coexists with what they see as unusually attractive valuations. During his recent interview with Bloom…
Why Paul Tudor Jones Calls Warren Buffett the OG of Compound InterestIn the high-stakes environment of global markets, few figures command as much respect as Paul Tudor Jones. While often categorized as a legendary trader, his reflections reveal …
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in specialty finance, energy producers, housing-related cyclicals, and a diverse group of mature, cash-gen…
Jeremy Grantham on Why Bubbles Break and Value WinsJeremy Grantham’s long career offers a useful reminder that investing is less about elegant theory than repeated encounters with human behavior. Markets change costumes, but gre…
Smart Money is Buying Quest Diagnostics Inc. (DGX)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Quest Diagnostics Inc. (DGX), with activity led b…
Nick Train Portfolio Update: Top Holdings, Latest Buys & Stock MovesNick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $3.14 billion in the latest reported quarter, continuing to reflect Train’s long-standing philosoph…
Mohnish Pabrai’s SXSW 2026 Investing Lessons Every Investor Should KnowInvestors often hunt for complexity when durable returns usually come from disciplined simplicity. That was the core takeaway from Mohnish Pabrai’s SXSW 2026 remarks, where he a…
Johnson & Johnson (JNJ): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Johnson & Johnson (JNJ). Profile Johnson & Johnson is one of the world’s l…- Weekly Investing Roundup – News, Podcasts, Interviews (04/24/2026)This week’s best investing news: Jeremy Grantham: Lessons from 60 Legendary Years of Investing (Master Investor) Oaktree’s Howard Marks: This is not a market that’s on sale (CNB…
BellRing Brands, Inc. (BRBR): Deeply Undervalued Fast-Growing Branded Nutrition CompanyAs 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…