value investing
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Nick Train Portfolio Update: Top Holdings, Latest Buys & Stock MovesNick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $3.14 billion in the latest reported quarter, continuing to reflect Train’s long-standing philosoph…
Mohnish Pabrai’s SXSW 2026 Investing Lessons Every Investor Should KnowInvestors often hunt for complexity when durable returns usually come from disciplined simplicity. That was the core takeaway from Mohnish Pabrai’s SXSW 2026 remarks, where he a…
Weekly Investing Roundup – News, Podcasts, Interviews (04/24/2026)This week’s best investing news: Jeremy Grantham: Lessons from 60 Legendary Years of Investing (Master Investor) Oaktree’s Howard Marks: This is not a market that’s on sale (CNB…
BellRing Brands, Inc. (BRBR): Deeply Undervalued Fast-Growing Branded Nutrition CompanyAs 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 Russo’s Investing Style: Global Brands, Quality Compounders, Long-Term ValueTom Russo’s Gardner Russo & Quinn LLC reported an equity portfolio of approximately $9.26 billion in the latest reported quarter, continuing to reflect Russo’s long-standing phi…
VALUE: After Hours (S08 E14): Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption RisksDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption Risks. Here’s an excerpt from the …
Howard Marks on Avoiding Losers and Building Wealth ConsistentlyMarkets rarely ring a bell before sentiment turns. They drift upward on comfort, then wobble when assumptions meet friction. During his recent interview with the Wharton School,…- VALUE: After Hours (S08 E14): Where Value Investors Are Finding Cheap Stocks in 2026During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Where Value Investors Are Finding Cheap Stocks in 2026. Here’s an excerpt from the episode: [Chris]…
Jeremy Grantham’s Latest Market Outlook: Valuations, Risk and OpportunityInvestors keep searching for a formula that excuses paying any price for popular assets. During his recent interview on The Master Investor Podcast, Jeremy Grantham offers a col…
How Mohnish Pabrai’s Mental Models Can Improve Investment ReturnsInvestors spend endless hours hunting for complexity when many fortunes are built on simpler foundations. That is why Mohnish Pabrai’s remarks to Dakshana scholars deserve atten…
Inside Ed Wachenheim’s Portfolio: Why Greenhaven is Doubling Down on HomebuildersEd Wachenheim’s Greenhaven Associates Inc. reported an equity portfolio of approximately $6.07 billion in the latest reported quarter, continuing to reflect a disciplined, low-P…- VALUE: After Hours (S08 E14): Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK,During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed: Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns Where Value In…
McDonald’s Corporation (MCD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: McDonald’s Corporation (MCD). Profile McDonald’s is the world’s largest fa…
Weekly Investing Roundup – News, Podcasts, Interviews (04/17/2026)This week’s best investing news: David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection (CNBC) The Big Picture: Outlook from the Co-CEOs at Oa…
Westlake Chemical Partners LP (WLKP): Deep Value Chemical-Related 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…
Prem Watsa Portfolio Analysis: Top 10 Positions and Key ChangesPrem Watsa’s Fairfax Financial Holdings reported an equity portfolio of approximately ~$2.0 billion in the latest quarter, continuing to reflect a contrarian, value-driven appro…- Weekly Investing Roundup – News, Podcasts, Interviews (04/10/2026)This week’s best investing news: Howard Marks – What’s Going on in Private Credit? (OakTree) Cliff Asness – A Positive Stock-Bond Correlation Is a Terrible Reason to Add More Eq…
Pilgrim’s Pride Corporation (PPC): Deep Value Poultry ProducerAs 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…