In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Dave Collum discuss: What’s Wrong with the Markets? The Case-Shiller PE and Valuation Distortions Why the Bull Case Was So Powerful The Bear Case: What Happens When the Tailwinds Reverse Michael Green, Flows, and the … Read More
Visa Inc (V): 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’re analyzing a global payments giant that doesn’t often look “cheap” — but continues to compound value steadily over time — Visa Inc (V). Profile Visa … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/27/2025)
This week’s best investing news: The Way to Win w/ Bill Nygren (RWH) How Countries Go Broke — Ray Dalio on why timing is everything (FT) AQR’s Cliff Asness Sides With Jim Chanos in Critique of Michael Saylor’s Strategy (Bloomberg) Ken Griffin on Building Citadel, AI & Independent Thinking (S&P) … Read More
DoubleDown Interactive Co Ltd (DDI): Is This Deeply Undervalued Stock a Hidden Gem?
As part of our ongoing series here at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. The stock this week is: DoubleDown Interactive Co Ltd (DDI) DoubleDown is a leading digital gaming company known … Read More
VALUE: After Hours (S07 E21): Buffett’s Cognitive Altitude and the Value of Going Deep
During their recent episode, Taylor, Carlisle, and Chris Waller discussed Buffett’s Cognitive Altitude and the Value of Going Deep. Here’s an excerpt from the episode: Jake: Yes. All right. So, imagine you’re looking at Earth from space and from that vantage, it’s all these majestic swirls of blue and green … Read More
Jeremy Siegel: S&P 500 All-Time Highs Are a Foregone Conclusion
During his recent interview with Bloomberg it’s clear that Professor Jeremy Siegel sees opportunity ahead. Despite headlines dominated by geopolitical risks and inflation fears, Siegel believes investors may be overlooking a powerful upward trend. “I think the tendency is definitely up, that the trend is up.” The recent ceasefire news … Read More
Michael Mauboussin: All Roads Lead to Capital Allocation
In his recent conversation with Fortuna Advisors, Michael Mauboussin the legendary strategist and author broke down the foundations of value creation with the clarity and precision that have made him one of the most respected voices in finance. “You may absolutely use multiples,” he began, “but you have to earn … Read More
Howard Marks Trims the Fat: Top 5 Biggest Stock Reductions
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, Howard Marks significantly reduced several positions in his public equity portfolio. These reductions may reflect a reassessment of risk, valuation, … Read More
VALUE: After Hours (S07 E21): Scuttlebutt Advantage: How to Unearth Small-Cap Moats
During their recent episode, Taylor, Carlisle, and Chris Waller discussed Scuttlebutt Advantage: How to Unearth Small-Cap Moats. Here’s an excerpt from the episode: So, with XPEL, for example, one of the things I did is I spoke to a lot of the installers. That’s where I discovered that the reason … Read More
Ray Dalio: Bubbles, Busts, and Beautiful Deleveraging
As investors, we often think in terms of opportunity. But Ray Dalio reminds us that cycles—especially debt cycles—shape those opportunities more than most realize. In his book Principles for Navigating Big Debt Crises, Dalio writes, “Credit is the giving of buying power. This buying power is granted in exchange for … Read More
Ken Fisher Exposes the Truth Behind Taxes and Stock Market Moves
Ken Fisher has a message for investors who think tax cuts automatically boost stocks: “Everybody thinks this, but I show you it’s really not like that in the marketplace of stocks or bonds or capital markets.” In his latest Debunkery chapter, Fisher tackles Bunk #36—the persistent belief that “Stocks Love … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
Analysis of This Week’s FREE U.S. Large-Cap Stock Screener As part of our ongoing series at The Acquirer’s Multiple, we’re providing a detailed breakdown of this week’s FREE U.S. Large-Cap Stock Screener, including an overview, sector performance, and key observations. Top Value Stocks (Lowest Acquirer’s Multiple) These stocks are trading … Read More
VALUE: After Hours (S07 E21): Why TerraVest Is a Boring Business That Prints Cash
During their recent episode, Taylor, Carlisle, and Chris Waller discussed Why TerraVest Is a Boring Business That Prints Cash. Here’s an excerpt from the episode: Chris: Yeah. Oh, I should have probably said at the beginning actually. I obviously own shares in XPEL and TerraVest. So, just full disclosure on … Read More
Jim Chanos: The Fall of Tech Body Shops
When it comes to spotting market illusions, Jim Chanos has made a career out of betting against them. Speaking at the 2025 Forbes Iconoclast Summit, the legendary short-seller didn’t hold back. “It’s been a great day for you. Given what’s going on with Tesla. I know you’re short Tesla.” His … Read More
Cliff Asness: Why Markets Have Gotten Less Efficient
During his recent interview with the Stigler Center, Cliff Asness, founder of AQR Capital Management, diagnosed the current state of markets saying. “Markets are assuredly not perfectly efficient,” channelling his mentor Gene Fama, but he warns they’ve grown “prone to bouts of extreme inefficiency.” Asness points to two glaring examples: … Read More
Superinvestor Moves: Berkshire Hathaway – Class B (BRK.B) – Tracking Top Investor Activity Last Quarter
Data from our SuperinvestorHub platform reveals that one of the most widely held stocks last quarter was Berkshire Hathaway Inc. Class B (BRK.B). Our coverage includes 55 top investors, including Warren Buffett, Howard Marks, Joel Greenblatt, and Guy Spier. As part of our ongoing series, we’re breaking down quarterly activity … Read More
VALUE: After Hours (S07 E21): From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Edge
During their recent episode, Taylor, Carlisle, and Chris Waller discussed From Rock Chips to Roll-Ups: XPEL, TerraVest, and the Value Edge. Here’s an excerpt from the episode: Tobias: Chris, you want to take us through XPEL? Because I think XPEL is a name that’s reasonably well known. In fintwit, certainly, … Read More
Howard Marks: You Must Deviate from the Herd AND Be More Correct
In a recent conversation with India’s CFA Society, Howard Marks, the Oaktree Capital co-founder explained why successful investing requires equal parts discipline, patience, and the willingness to stand apart. Marks, whose memos have become required reading for investors worldwide, began with a reminder of how extremes distort judgment. “In investor … Read More
Bill Nygren’s Devil’s Advocate Rule: How to Avoid Costly Investing Mistakes
During his recent interview with the RWH Podcast, Bill Nygren dismisses the notion that value investing is obsolete, despite its decade-long underperformance. “The idea that value would be out of favor for a decade is something that was never something we envisioned back in the eighties or nineties,” he admits. … Read More
Bill Nygren: Top 5 Positions Make Up 31% Of His Portfolio (Analysis)
Bill Nygren’s top 5 positions make up 31.01% of his current portfolio, reflecting a diversified yet focused strategy. His largest position, IQVIA Holdings Inc (IQV), accounts for 7.03%. Below is a breakdown of each top position, including shares held, value, portfolio weight, and analysis. IQVIA Holdings Inc (IQV) Shares: 2,636,400 … Read More