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Warren Buffett: Beware The Investment Activity That Produces ApplauseMarket volatility often pushes investors toward emotional decisions, yet Warren Buffett’s 2008 shareholder commentary offers enduring perspective on discipline, valuation, and t…
Ed Wachenheim: Homebuilders, Cyclicals & GM Trim ExplainedEd Wachenheim’s Greenhaven Associates reported an equity portfolio of approximately $6.1–6.2 billion in the latest quarter, maintaining its characteristic concentrated, value-or…
VALUE: After Hours (S08 E05): Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook ExplainedDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook Explained. Here’s an excerpt …
Ray Dalio on Debt, Gold, and Diversification: What Investors Should KnowMarkets rarely move in isolation, and Ray Dalio’s recent comments in his interview with ‘WTF is Finance’ emphasize how finance connects to larger economic and political cycles. …
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around capital-intensive cyclicals, discounted financials, and legacy industrial franchises where observab…- VALUE: After Hours (S08 E05): Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield StocksDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield Stocks. Here’s an excerpt fro…
Insights From Jeremy Grantham: Bubble Risks in Today’s MarketMarket cycles rarely move in straight lines, and Jeremy Grantham’s recent remarks on The Compound Podcast reinforce how valuation discipline still matters even when narratives d…
Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)According to the most recent 13F filings, institutional investors continued to make targeted moves in Cal-Maine Foods Inc. (CALM), reflecting steady interest in the largest U.S.…- VALUE: After Hours (S08 E05): Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement StabilityDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement Stability. Here’s an…
Rich Pzena on Value Investing Discipline After 30 YearsValue investors often search for clarity in philosophy, and in the recent presentation – Pzena’s lessons from 30 years of value investing, Rich Pzena has long framed his approac…
Bruce Berkowitz: Focus Capital Aggressively Where Conviction Is HighestBruce Berkowitz’s Fairholme Capital Management reported an equity portfolio of approximately $1.2–1.3 billion in the latest quarter, continuing its hallmark approach: a highly c…- VALUE: After Hours (S08 E05): Jay D. Hatfield, Portfolio Manager InfraCap Small Cap, Income, MLPs and REIT PreferredsDuring their recent episode, Taylor, Carlisle, and Jay Hatfield discussed: Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement Stability Preferred St…
Thermo Fisher Scientific Inc. (TMO): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Thermo Fisher Scientific Inc. (TMO) Profile Thermo Fisher Scientific is a …
Weekly Investing Roundup – News, Podcasts, Interviews (02/13/2026)This week’s best investing news: Warren Buffett’s big bet on Japan earned Berkshire Hathaway $24 billion in just 6 years (Fortune) Bill Ackman reveals stake in Meta, says it has…
Yelp Inc. (YELP): Deep Value Local Services PlatformAs part of our ongoing series at The Acquirer’s Multiple, we highlight stocks from our Stock Screeners that may represent mispriced opportunities relative to their underlying ca…
VALUE: After Hours (S08 E04): The $75 Trillion Baby Boomer Wealth Shift — Investment Opportunities AheadDuring their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed The $75 Trillion Baby Boomer Wealth Shift — Investment Opportunities Ahe…
Howard Marks’ Oaktree Thinks Dispersion Creates New Investing OpportunitiesMarkets continue to reward selectivity rather than broad exposure, and recent commentary from Howard Marks’ Oaktree highlights how dispersion is becoming a defining feature of a…
Nick Train’s Biggest Bets for 2026Nick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $4.1–4.2 billion in the latest quarter, continuing its long-standing focus on a small number of glo…