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Mohnish Pabrai on Finding Value, Asymmetry, and Ignoring Market LabelsMohnish Pabrai’s investing framework, outlined in the recent Pabrai Wagons ETF Shareholder Call, resists neat categorization, and that may be precisely the point. In a market en…
Top Superinvestors Are Buying Target Corporation (TGT)According to the most recent 13F filings, institutional investors made selective additions to Target Corporation (TGT), signaling cautious but notable interest from quantitative…
VALUE: After Hours (S08 E11): Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar CompaniesDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies. Here’s an excer…
Cliff Asness: The Hidden Risks in Private MarketsPrivate markets have long enjoyed an aura of stability, but in his latest commentary Cliff Asness is pushing back on that perception with characteristic bluntness. While recent …
David Abrams Portfolio Analysis: Key Positions, Concentration & Value StrategyDavid Abrams’ Abrams Capital Management reported an equity portfolio of approximately $5.67 billion in the latest quarter, continuing to reflect an extremely concentrated, high-…- VALUE: After Hours (S08 E11): Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The Book of ElonDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed: Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies First Principle…
Pfizer Inc (PFE): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Pfizer Inc. (PFE). Profile Pfizer is one of the world’s largest pharmaceut…
Weekly Investing Roundup – News, Podcasts, Interviews (03/27/2026)This week’s best investing news: Mohnish Pabrai – The Latticework of Mental Models For a Great Life! (SXSW) Reflections on Oaktree Conference 2026 with Howard Marks (OakTree) Be…
Abercrombie & Fitch Co. (ANF) — Deep Value In a Revitalized Global Apparel RetailerAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may be a deeply undervalued opportunity hiding in plain si…
VALUE: After Hours (S08 E10): Assured Guaranty (AGO): A 20-Year Compounder Still Trading CheapDuring their recent episode Tobias Carlisle and Tim Travis discussed Assured Guaranty (AGO): A 20-Year Compounder Still Trading Cheap. Here’s an excerpt from the episode: [Tobia…
Jim Chanos Warns Investors to Be Wary of AI Hype and Late-Cycle RisksMarkets rarely reward complacency, and Jim Chanos’ recent comments on The Danny Moses Show reinforce that point with unusual clarity. At a time when narratives are driving flows…
Glenn Greenberg Stock Portfolio: Top Holdings, Changes & StrategyGlenn Greenberg’s Brave Warrior Advisors reported an equity portfolio of approximately $4.27 billion in the latest quarter, continuing to reflect a highly disciplined, quality-f…- VALUE: After Hours (S08 E10): Energy Stocks Rally: Devon, Occidental, and EPD BreakdownDuring their recent episode Tobias Carlisle and Tim Travis discussed Energy Stocks Rally: Devon, Occidental, and EPD Breakdown. Here’s an excerpt from the episode: [Tim] They re…
Howard Marks: What We Do Is Take Advantage Of The Mistakes Of OthersHoward Marks’ reflections from the Oaktree Conference 2026 reinforce a core principle that has defined his investing philosophy for decades: markets are driven less by precision…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in capital-intensive cyclicals, energy producers, financials, and mature global franchises where strong ca…- VALUE: After Hours (S08 E10): Why Asset Managers Like Blackstone, KKR, and Blue Owl Are So CheapDuring their recent episode Tobias Carlisle and Tim Travis discussed Why Asset Managers Like Blackstone, KKR, and Blue Owl Are So Cheap. Here’s an excerpt from the episode: [Tim…
Jeremy Grantham on Market Psychology, AI, and Overinvestment RiskJeremy Grantham’s long career has been defined by a willingness to embrace uncomfortable truths about markets, particularly when enthusiasm reaches extremes. In his discussion o…
Top Superinvestors Are Buying Molson Coors Beverage Company (TAP)According to the most recent 13F filings, institutional investors made measured additions to Molson Coors Beverage Company (TAP), highlighting continued interest from value-orie…