Speaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir John Templeton to lead the Templeton Emerging Markets Group at Franklin Templeton Investments. Over more than three decades, he expanded the group’s assets … Read More
Jeffrey Gundlach on AI Enthusiasm, Gold, and the U.S Debt Reckoning Ahead
“It’s certainly behaving differently than it was for the last four decades,” Jeffrey Gundlach said at the Bloomberg Global Credit Forum. “Things are behaving differently.” He wasn’t just talking about the S&P 500. “Usually when the Fed starts cutting interest rates… the 10-year Treasury almost always goes up immediately… This … Read More
Mohnish Pabrai: Still Finding Undervalued Opportunities Today
In the latest Semi-Annual call for the Pabrai Wagons Fund, Mohnish Pabrai didn’t sugarcoat the recent portfolio drawdown. Instead, he offered insights into long-term thinking. “We’ve had a significant drawdown in the fund in the last few weeks,” he admitted, but quickly reframed the conversation: “You can only optimize for … Read More
Petroleo Brasileiro ADR (PBR): Is This Deeply Undervalued Stock a Hidden Gem?
As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it might be a deeply undervalued gem. The stock this week is: Petroleo Brasileiro ADR Reptg 2 Ord Shs (PBR) Petroleo Brasileiro, commonly … Read More
Mohnish Pabrai: The Power of Unpopular Investments
Investing is often thought of as a numbers game, ruled by ratios, charts, and forecasts. But in reality, the best opportunities often come from a place of discomfort—looking where others refuse to. As Mohnish Pabrai put it in his interview with the CFA in the U.K, “A good way to … Read More
EM vs. Developed Markets: Navigating Valuations & Future Opportunities
During their recent episode, Taylor, Carlisle, and Ardal Loh-Gronager discussed EM vs. Developed Markets: Navigating Valuations & Future Opportunities. Here’s an excerpt from the episode: Tobias: One of the points that you made earlier, was that there is this correlation between EM and developed markets on about a rolling five-year … Read More
Why China is the Deepest Value Market in Emerging Markets Today
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Why China is the Deepest Value Market in Emerging Markets Today. Here’s an excerpt from the episode: Jake: What are your thoughts on China these days? Juan: It’s the deepest value market in EM, and potentially, one of the … Read More
Understanding Emerging Markets, Frontier Markets, and Investment Challenges
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Understanding Emerging Markets, Frontier Markets, and Investment Challenges. Here’s an excerpt from the episode: Tobias: Can you just tell us the markets that you focus on, your universe and where you look mostly? Juan: So, our investable universe is … Read More