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VALUE: After Hours (S07 E29): Lessons from the XPEL InvestmentDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Lessons from the XPEL Investment. Here’s an excerpt from the episode: My question is for XPEL. So, X…
Ray Dalio Predicts US Debt Crisis in 3 Years, Warns InvestorsIn a rare and candid interview with the Financial Times, hedge fund billionaire Ray Dalio issued a sobering assessment of the current U.S. economic and political climate, drawin…
This Week’s Large Cap Acquirer’s Multiple® Screen: Energy Dominance Continues, Finance Holds FirmThis week’s Large Cap Acquirer’s Multiple® Screen once again highlights the market’s deep skepticism toward Energy and Financials, with both sectors dominating the top ranks of …- VALUE: After Hours (S07 E29): Blending Value and Growth OpportunitiesDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed Blending Value and Growth Opportunities. Here’s an excerpt from the episode: Second, should you be a…
Small Caps, Value Stocks, and Precious Metals Shine in August Market RallyU.S. equities posted another month of gains in August, extending a four-month winning streak for the S&P 500® despite a sharp sell-off on the final trading day. According to the…
Cliff Asness: Uncomfortable Calling It a Bubble Despite High PricesIn a recent interview on the Facts vs Feelings Podcast, Cliff Asness of AQR Capital Management offered a measured perspective on current market conditions, stopping short of the…
Why Top Investors Are Buying UnitedHealth Group Inc (UNH)In the most recent quarter, a diverse group of renowned institutional investors either increased or initiated positions in UnitedHealth Group (UNH), signaling growing conviction…- VALUE: After Hours (S07 E29): The “Salad Oil” Approach to InvestingDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed The “Salad Oil” Approach to Investing. Here’s an excerpt from the episode: So, guys, I think your au…
Tobias Carlisle: The Jaws Will Close Between Growth & ValueIn a recent interview with Excess Returns, portfolio manager and author Tobias Carlisle offered a sobering assessment of current market valuations. By examining a composite of h…
Mohnish Pabrai’s Top 5 Positions Represent 100% Of The Total PortfolioMohnish Pabrai’s Dalal Street, LLC runs a $271.6 million U.S. equity portfolio, with just five positions representing 100% of assets. The concentrated nature of the portfolio hi…- VALUE: After Hours (S07 E29): Microcap investor Jason Hirschman on his method, $XPEL and the Buffett salad oil scandalDuring their recent episode, Taylor, Carlisle, and Jason Hirschman discussed: From Family Business to Hudson 215 Capital The “Salad Oil” Approach to Investing Blending Value and…
- Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To BerkshirePershing Square Holdings delivered strong performance in the first half of 2025, with its NAV per share, including dividends, increasing 15.5%, compared with a 6.2% return for t…
Howard Marks: Fewer Losers Not More WinnersIn a recent appearance on the podcast My First Million, legendary investor Howard Marks offered a powerful reminder that the greatest risks in investing stem from investor behav…
Howard Marks’ Top 5 Positions Represent 43% Of The Total PortfolioHoward Marks’ Oaktree Capital Management runs a $5.815 billion U.S. equity portfolio, with the top five positions alone representing 43.44% of assets. These holdings highlight M…
Amazon.com, Inc. (AMZN): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc. (AMZN). Profile Amazon is the global leader in e-commerce…
GeoPark Limited (GPRK): A Deep Value Energy Play?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 sig…
Weekly Investing Roundup – News, Podcasts, Interviews (08/29/2025)This week’s best investing news: Tom Gayner – Is this Company a ‘Little Berkshire Hathaway’? Its CEO Weighs In. (Barron’s) Howard Marks: 79 Years of Investing Wisdom in 55 Minut…
Value’s Resurgence: A Strong But Selective RallyWhile one month does not define a long-term trend, the data is too significant to ignore. It does not, however, signal a straightforward revolution. Instead, it points to a matu…