value investing
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Weekly Investing Roundup – News, Podcasts, Interviews (02/27/2026)This week’s best investing news: Howard Marks -AI Hurtles Ahead (OakTree) Essential Truths w/ Howard Marks, Nima Shayegh & William Green (RWH) Ray Dalio warned that the US is he…
Why Guy Spier Is Returning Capital—and What It Means for InvestorsGuy Spier’s latest communication offers a rare investing perspective shaped not by market cycles but by personal realities. His explanation for returning outside capital is unus…
Bill Ackman: Buying Durable Growth at Bargain PricesBill Ackman’s latest Annual Report arrives at a moment when equity investors are balancing optimism with caution. His perspective reflects confidence in long-term business funda…
Mario Gabelli: Value Investing Ideas for 2026Investor enthusiasm often follows narrative momentum, yet disciplined capital allocation typically depends on identifying mispriced assets rather than chasing popularity. During…
VALUE: After Hours (S08 E06): Where the Real EM Value IsDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed Where the Real EM Value Is. Here’s an excerpt from the episode: [Juan] I would guess, I would say my per…
Howard Marks: The Most Important Thing Is To Be A Long Term InvestorMarket narratives shift quickly, yet disciplined investing rarely depends on predicting the next surge of enthusiasm. During his recent interview with RWH, Howard Marks emphasiz…
Mohnish Pabrai’s Latest Portfolio: Big Bets on Coal, Energy, and Cyclical RecoveryMohnish Pabrai’s Dalal Street LLC reported an equity portfolio of approximately $402 million in the latest quarter, maintaining its signature high-conviction, concentrated value…
Weekly Investing Roundup – News, Podcasts, Interviews (02/20/2026)This week’s best investing news: Warren Buffett becomes the latest billionaire media investor (Fortune) Bill Ackman Buys 2 Brilliant Artificial Intelligence (AI) Stocks (Yahoo) …
Warren Buffett: Beware The Investment Activity That Produces ApplauseMarket volatility often pushes investors toward emotional decisions, yet Warren Buffett’s 2008 shareholder commentary offers enduring perspective on discipline, valuation, and t…
Ed Wachenheim: Homebuilders, Cyclicals & GM Trim ExplainedEd Wachenheim’s Greenhaven Associates reported an equity portfolio of approximately $6.1–6.2 billion in the latest quarter, maintaining its characteristic concentrated, value-or…
Rich Pzena on Value Investing Discipline After 30 YearsValue investors often search for clarity in philosophy, and in the recent presentation – Pzena’s lessons from 30 years of value investing, Rich Pzena has long framed his approac…
Weekly Investing Roundup – News, Podcasts, Interviews (02/13/2026)This week’s best investing news: Warren Buffett’s big bet on Japan earned Berkshire Hathaway $24 billion in just 6 years (Fortune) Bill Ackman reveals stake in Meta, says it has…
Yelp Inc. (YELP): Deep Value Local Services PlatformAs part of our ongoing series at The Acquirer’s Multiple, we highlight stocks from our Stock Screeners that may represent mispriced opportunities relative to their underlying ca…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around capital-intensive cyclicals, discounted financials, and legacy industrial franchises where observab…
Top Superinvestors Are Buying Constellation Brands (STZ)According to the most recent 13F filings, institutional investors continued to make targeted moves in Constellation Brands (STZ), reinforcing confidence in the company’s premium…
VALUE: After Hours (S08 E04): Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?During their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?.…
Terry Smith’s Biggest Bets for 2026Terry Smith’s Fundsmith reported an equity portfolio of approximately $19–20 billion in the latest quarter, continuing its trademark approach: a concentrated collection of high-…- VALUE: After Hours (S08 E04): Unemployed Value Degen on Abacus ($ABX), Newell Brands ($NWL) and Ramaco Resources ($METC)During their recent episode, Taylor, Carlisle, and Unemployed Value Degen (Stephen Farrington) discussed: Small-Cap Value Stocks Are Beating Growth Again — Is the Rotation Real?…