The landscape of investing has been fundamentally reshaped, and for Guy Spier, the change is absolute. In his Bloomberg article, he reflects that for thirty years, his advantage was built on “painstaking research.” He recounts a time when knowledge was hard-won, a process where “acquiring knowledge was hard. Every step in … Read More
Apple Inc. (AAPL): 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 thought we’d take a look at one of the world’s most iconic technology companies, Apple Inc. (AAPL). Profile Apple Inc. (AAPL) is a global leader in … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (06/06/2025)
This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Interview with Bentleigh Reid (BR) Ray Dalio on AI: ‘The days of people making decisions in their own heads are ending’ (Fortune) Mohnish Pabrai’s Interview … Read More
10 Worst Performing Large-Caps Last 12 Months
Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Moderna (MRNA) -74.96% Estee Lauder Companies (EL) -56.60% Enphase Energy (ENPH) -56.25% Super Micro Computer (SMCI) -53.69% Albemarle (ALB) … Read More
Netflix Inc (NFLX): Our Calculation of Intrinsic Value
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Netflix Inc (NFLX). Profile Netflix is one of the … Read More
Weekly Investing Roundup – News, Podcasts, Interviews (04/25/2025)
This week’s best investing news: Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds) What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (Barron’s) Howard Marks: Global Alts Miami 2025 (OakTree) Diverging Destinies in Corporate Japan (Verdad) Cathie Wood (ARK Invest) … Read More
Meta Platforms Inc. (META): DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Meta Platforms Inc. (META). Profile Meta Platforms Inc. is … Read More
One Stock Superinvestors Are Loading Up On
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More
Deere & Co (DE) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Deere & Co (DE). Profile Deere is the world’s … Read More
One Stock That Superinvestors Are Dumping: Is It Time to Sell?
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
Microsoft Corp (MSFT) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Microsoft Corp (MSFT). Profile Microsoft develops and licenses consumer … Read More
Which Superinvestors Hold Acquirer’s Multiple Stocks?
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and … Read More