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: Equinor ASA (EQNR) Equinor is a Norwegian multinational energy company engaged in … Read More
Best Takeaways From The 1994 Berkshire Hathaway Letter
Just re-read the 1994 Berkshire Hathaway Annual Letter—Buffett’s full of sharp, clear-eyed takes on investing and leadership. I pulled out a few of the best takeaways. “A fat wallet is the enemy of superior investment results,” he wrote, acknowledging that Berkshire Hathaway’s growing size made it harder to find needle-moving … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
Here’s this week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis: This week’s large-cap screener covers a diverse range of industries, including energy, finance, metal mining, telecommunications, healthcare, semiconductors, consumer retail, and electronics & entertainment. The market reflects a mix of undervalued opportunities, particularly in Integrated Oil and Gas Exploration … Read More
Warren Buffett: Why Investors Should Ignore Wall Street Projections
At the 2011 Berkshire Hathaway Annual Meeting, Warren Buffett and Charlie Munger reminded everyone why they’re value investing legends. In their signature no-nonsense style, they talked about what really matters when evaluating a business—and it’s not the slick projections investment bankers love to push. Buffett put it plainly when asked … 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
Steve Romick: “This Too Shall Pass” – A Veteran Investor’s Calm in Market Chaos
Steve Romick doesn’t mince words. The veteran value investor from the FPA Crescent Fund offers a welcome dose of level-headed perspective — especially during chaotic times like these. “It’s only April,” Morningstar’s Leslie Norton noted, “but you’ve had an eventful year.” Fires in Los Angeles, whipsaw markets, and political uncertainty … 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
VALUE: After Hours (S07 E12): Reflections on Japan: Investing Culture & Net-Nets
During their recent episode, Taylor and Carlisle discussed Reflections on Japan: Investing Culture & Net-Nets. Here’s an excerpt from the episode: Tobias: Yeah. So, we were in Tokyo for a week and then Shanghai for a week. And interesting contrast I think between the two cities and the two investment … Read More
Terry Smith’s Guide to Spotting Value-Creating Businesses
In his book Investing for Growth, Terry Smith makes a simple but powerful point about what makes a great business: “A good company is one which creates value for its shareholders by making a high return on capital – significantly above its cost of capital – across the business and … Read More
VALUE: After Hours (S07 E12): Buyout and venture capital investing in Japan and China: Our trip to Tokyo and Shanghai
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor discuss: Reflections on Japan: Investing Culture & Net-Nets Capital Allocation & Tokyo Stock Exchange Reforms Buyout Firms in Japan: An Undervalued Opportunity Long-Only and Activist Investors in Japan Cultural Philosophy & Long-Term Thinking Transition to Shanghai: … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
This week’s large-cap screener covers a wide array of industries, including energy, finance, homebuilding, automobiles, telecommunications, and consumer retail. Among these, sectors like energy, specialty finance, and consumer cyclicals appear to offer the most compelling value based on the Acquirer’s Multiple (AM), a key metric that identifies undervalued companies. Specialty … Read More
Francois Rochon: How to Profit When Stocks Crash (Even If You’re 100% Invested)
Francois Rochon recently dropped some serious investing gems on the Meb Faber Podcast, and if you’ve ever stressed about market crashes, his perspective is a breath of fresh air. He didn’t sugarcoat it—bear markets are basically a guarantee. “It’s more than very likely—it’s almost 100% sure that there will be … Read More
Bruce Berkowitz: Contrarian Value Investing Lessons
One of my favorite investors to follow is Bruce Berkowitz, founder and portfolio manager of Fairholme Capital Management. In this WealthTrack interview, I’ve pulled out some of his most valuable lessons for investors. First, focus on facts, not fear. As Berkowitz puts it: “The negatives are all uncertainty about the … Read More
David Abrams: Focus on Multiple Future Paths in Investing
David Abrams, Founder of Abrams Capital and former Baupost Group investor, seldom speaks publicly. In a rare interview with Value Investing with Legends, he shared key principles behind his investing strategy. Investing begins with a simple but critical question: “What’s the risk?” As David Abrams explains, the first step is understanding … 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 13Fs. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth Klarman, … Read More
Bill Nygren: Finding Value in the Shadows of the “Magnificent Seven”
The relentless dominance of tech giants—the so-called “Magnificent Seven”—has left many solid companies trading at bargain valuations, creating what veteran investor Bill Nygren calls “an unusual opportunity.” In his recent CNBC interview, the Oakmark Fund portfolio manager highlighted overlooked stocks with single-digit P/E ratios, arguing that the market’s fixation on … Read More
Seth Klarman: These Top 7 Positions Make Up 65.66% Of His Portfolio (Analysis)
Seth Klarman’s top 7 positions make up 65.66% of his current portfolio, with a strong concentration in Willis Towers Watson PLC (WTW), which alone accounts for 16.75%. Below is an in-depth look at each holding, analyzing position size, value, percentage of portfolio, and recent changes. Willis Towers Watson PLC (WTW) … Read More
This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis
This Week’s Large-Cap Value Screener This week’s screener highlights a broad mix of sectors, ranging from Integrated Oil and Gas Exploration and Production, Computer Hardware and Storage, Telecommunications Services, Specialty Finance and Energy Utilities. With market volatility still elevated, we’re seeing some standout opportunities in companies with low Acquirer’s Multiples, … Read More
Bill Ackman: When to Buy the Best Businesses (At the Right Price)
Bill Ackman’s investment philosophy comes down to a simple but powerful idea: find great businesses when they’re going through tough times, buy them at a discount, and help them get back on track. In an interview with Lex Fridman, he broke down exactly how he does this in straightforward terms … Read More
Warren Buffett: Why Concentration Beats Diversification
In his 1993 Berkshire Hathaway Annual Letter, Warren Buffett explained how he and Charlie Munger figured out early that trying to make dozens of brilliant investment decisions is a losing battle. As Buffett puts it, “Charlie and I decided long ago that in an investment lifetime, it’s just too hard … Read More