In the most recent 13F, Mario Gabelli’s GAMCO Investors made a series of notable reductions across its extensive equity portfolio. Known for his deep value orientation and long-term, research-driven approach, Gabelli appears to have been selectively trimming positions where valuations have risen or catalysts have played out. Below are the … Read More
Mario Gabelli Reveals His Top Value Picks in Today’s Market
In a recent interview with CNBC, legendary value investor Mario Gabelli, chairman and CEO of Gamco Investors, shared his unfiltered views on today’s market dynamics. He dissects opportunities with his trademark blend of financial acumen and street smarts. Gabelli’s approach remains intensely focused on individual company analysis. “I’m looking at … Read More
Mario Gabelli: “I Want the Ignored” — Inside His 2025 Investment Strategy
Mario Gabelli’s 2025 investment outlook comes down to one simple idea: “we want the ignored and unloved, Howard wants the loved, I want the ignored.” The veteran investor’s approach remains as straightforward as ever – find value where others aren’t looking. At this year’s annual meeting, Gabelli explained his core … Read More
John Rogers & Mario Gabelli on Buffett’s Playbook, Small Caps, and Moats
In a market increasingly driven by quarterly headlines, momentum trades, and algorithmic noise, Mario Gabelli and John Rogers are still putting their faith in time, discipline, and deep research. Speaking at the recent Gabelli Omaha Value Investor Conference, the two icons didn’t just honor Warren Buffett—they laid out a clear … Read More
Mario Gabelli: Value Investing In The Age Of AI And Volatility
In this interview with Pensions & Investments, Mario Gabelli says that in the past, fundamental analysis was about doing research on companies and their industries, going to conferences, and talking to competitors. Today, while the basics of fundamental analysis are the same, the way we gather and process information has … Read More
Mario Gabelli: Private Market Value With A Calatyst
During his recent interview with Columbia Business School, Mario Gabelli discussed his investing strategy of private market value with a catalyst. Here’s an excerpt from the interview: Gabelli: Well, it’s not my philosophy. It’s just echoing others’ — but I did add something into the mix. In the mid ’70s, I … Read More
Mario Gabelli: Buy Stocks Like Warren Buffett
During his recent interview with Bloomberg, Mario Gabelli explained why you should buy stocks like Warren Buffett. Here’s an excerpt from the interview: Gabelli: First of all you got to do what Buffett says, which is patience, long-term, don’t worry about the short-term dynamics. If I own a farm out … Read More
Mario Gabelli: How To Buy A Business Like Warren Buffett
During his recent interview with the MultiGreen Podcast, Mario Gabelli explained how to buy a business like Warren Buffett. Here’s an excerpt from the interview: Gabelli: When I started the firm in 1977 we were bottom of a bear market. Companies were selling at three or four times cash flow. … Read More
Mario Gabelli: How Anyone Can Become A Bottoms-Up Industry Analyst
During his recent interview with Forbes, Mario Gabelli explained how anyone can become a bottoms-up industry analyst. Here’s an excerpt from the interview: Gabelli: First I think it is simple. Because when I was at Fordham I was an accounting major, financing global taxes, and whatever in Columbia graduate school. … Read More
Mario Gabelli & John Rogers – Why Volatility Is Off The Charts
In their recent value investing panel discussion, Mario Gabelli and John Rogers discussed why volatility is off the charts. Here’s an excerpt from the discussion: Gabelli: Now what’s going on in the mechanics of the market was your question. Algos, momos, quants and Robin Hood. We have a generation of … Read More
Mario Gabelli: Accumulating And Compounding Knowledge Is Key To Investing
In his latest interview on The Meb Faber Podcast, Mario Gabelli says investors need to accumulate and compound knowledge of certain industries in order to achieve outstanding results. Here’s an excerpt from the interview: Gabelli: We like to visit companies, and I’ve been able to visit three or four recently … Read More
Mario Gabelli: John Malone Is The Tiger Woods Of Financial Engineering
In his latest interview on The World According To Boyar Podcast, Mario Gabelli discussed a number of topics including why he believes John Malone is the Tiger Woods of financial engineering. Here’s an excerpt from the interview: Jonathan Boyar (14:01): Well speaking of financial engineering, the master of that, besides … Read More
Mario Gabelli: There Are No Such Things As “Can’t Miss” Stocks. Habits evolve, Technologies Change, And Companies Mature. It’s A Cycle As Old As Capitalism Itself
Mario Gabelli recently released his Q2 2018 shareholder letter. Gabelli reported for the quarter ended June 30, 2018, the net asset value (“NAV”) per Class A Share of The Gabelli Value 25 Fund increased 3.2% compared with increases of 3.4% and 1.3% for the Standard & Poor’s (“S&P”) 500 Index and the … Read More
Mario Gabelli: We’ll Use The Same Guiding Principles To Avoid Over-Paying For A Company’s Intrinsic Value And Lose Less During Market Manias
One of the investors we follow closely here at The Acquirer’s Multiple is Mario Gabelli, Founder, Chairman and CEO of GAMCO Investors, Inc. Gabelli recently did a Q&A session with some folks at Reddit which provided some great value investing insights. Here’s an except from the thread on Reddit: Hello Reddit! … Read More