value investing
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Mohnish Pabrai On AI, Market Speculation, And Long-Term InvestingThe current market backdrop is increasingly shaped by speed, narrative momentum, and the rapid spread of artificial intelligence across nearly every sector. Investors are being …
Smart Money Is Buying Mohawk Industries Inc. (MHK)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Mohawk Industries Inc. (MHK), with activity led b…
John Rogers Says Analysts Are Ignoring Some Of The Market’s Best OpportunitiesThe current equity market presents a complex puzzle for investors seeking alpha outside the crowded megacap space. At the Gabelli Omaha Value Investor Conference, John Rogers, f…
Tweedy, Browne Co LLC Top Holdings, Trades & Investment StrategyTweedy, Browne Co LLC reported an equity portfolio of approximately $1.26 billion in the latest quarter, continuing the firm’s long-standing commitment to classic value investin…
VALUE: After Hours (S08 E16): Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, AbelDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed: Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEO Berkshire Hathaway Buybacks: Is Greg…
Home Depot (HD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Home Depot (HD). Profile Home Depot is the world’s largest home improvemen…
Weekly Investing Roundup – News, Podcasts, Interviews (05/08/2026)This week’s best investing news: Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting (CNBC) Mohnish Pabrai: Berkshire, Big Mistakes & Lettin…
Deeply Undervalued Global Medical Device Company – Embecta Corp. (EMBC)As part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Tom Gayner’s Top Holdings, Trades & Investment StrategyTom Gayner’s Markel Group reported an equity portfolio of approximately $11.94 billion in the latest quarter, reflecting a disciplined, long-term investment approach rooted in q…
Mohnish Pabrai Explains Why Only 4% of Stocks Drive Market ReturnsMarkets have entered a phase where valuation discipline matters again. The easy gains from liquidity expansion and multiple re-rating have faded, leaving investors to confront a…
VALUE: After Hours (S08 E15): Can There Ever Be Another Warren Buffett?During their recent episode, Taylor, Carlisle, and Matthew Tuttle discussed Can There Ever Be Another Warren Buffett? Here’s an excerpt from the episode: [Matt] So I started inv…
Warren Buffett: We’ve Never Had People In A More Gambling Mood Than NowMarkets rarely move in straight lines, but today’s backdrop feels especially conflicted. Liquidity remains abundant, yet conviction is scarce. That tension comes through clearly…
Exxon Mobil Corporation (XOM): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Exxon Mobil Corporation (XOM). Profile Exxon Mobil is one of the world’s l…
Weekly Investing Roundup – News, Podcasts, Interviews (05/01/2026)This week’s best investing news: According to Warren Buffett’s math the stock market is officially in ‘playing with fire’ territory (Fortune) Pershing Square’s Bill Ackman Talks…
World Acceptance Corporation (WRLD): Deep Value Consumer Lending BusinessAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Bill Ackman Says It’s a “Very Good Time” to Put Capital to WorkSeasoned investors are increasingly leaning into a setup where uncertainty coexists with what they see as unusually attractive valuations. During his recent interview with Bloom…
Why Paul Tudor Jones Calls Warren Buffett the OG of Compound InterestIn the high-stakes environment of global markets, few figures command as much respect as Paul Tudor Jones. While often categorized as a legendary trader, his reflections reveal …
Jeremy Grantham on Why Bubbles Break and Value WinsJeremy Grantham’s long career offers a useful reminder that investing is less about elegant theory than repeated encounters with human behavior. Markets change costumes, but gre…