value investing
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Howard Marks: There’s Much Less Than 100% Probability That Investing In Any Given AI Company Or Sector Today Will Be ProfitableIn a recent interview with Global Money Talk, Howard Marks reflected on his 35 years of writing investment memos, beginning with a simple belief: “I thought I had an interesting…
Deep-Value Opportunities Dominate Energy, Financials, and Materials in This Week’s Large-Cap ScreenerThis Week’s Deep-Value Landscape Energy and Financials continue to anchor the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads…
Mohnish Pabrai: “Shut the Brain Off” When You Own A Great BusinessIn his interview at the 5th European Value Investing Conference, Mohnish Pabrai championed a powerful, yet underutilized, strategy for success: shamelessly borrowing other peopl…
VALUE: After Hours (S07 E40): The Passive Investing Problem No One Talks About: Hidden RiskDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed The Passive Investing Problem No One Talks About: Hidden Risk. Here’s an excerpt from the episode: Set…- VALUE: After Hours (S07 E40): Running Oak’s Seth Cogswell on his Efficient Growth StrategyDuring their recent episode, Taylor, Carlisle, and Seth Cogswell discussed: The Passive Investing Problem No One Talks About: Hidden Risk Why Apple and Microsoft Could Fall 50–7…
Amazon.com, Inc. (AMZN): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc. (AMZN). Profile Amazon.com is one of the world’s largest …
Weekly Investing Roundup – News, Podcasts, Interviews (11/14/2025)This week’s best investing news: Berkshire Hathaway – Press Release – I’m Going Quiet (BH) Berkshire Hathaway – Press Release – It’s Not Me (BH) ‘Big Short’ investor Michael Bur…
MIND C.T.I. Ltd (NASDAQ: MNDO) — Cash-Rich Micro-Cap Software Stock Trading at Deep ValueAs part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. T…
VALUE: After Hours (S07 E39): Why the U.S. Is Still the Best Place for Capital to GrowDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why the U.S. Is Still the Best Place for Capital to Grow. Here’s an excerpt from the episode: Bog…
Tom Gayner’s Markel Group Q3 2025 13F: Focused Portfolio, Selective Trims, and Full Exits Signal Continued DisciplineIn the most recent Q3 2025 13F filing, Tom Gayner’s Markel Group Inc. reported a portfolio valued at $12.32 billion, with the top ten holdings accounting for 40.89 % of total as…- VALUE: After Hours (S07 E39): Why Having No Price Target Can Make You a Better InvestorDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why Having No Price Target Can Make You a Better Investor. Here’s an excerpt from the episode: Bo…
Energy and Financials Lead This Week’s Deep Value ScreenEnergy and Financials continue to anchor the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads again with an Acquirer’s Multipl…- VALUE: After Hours (S07 E39): Forgotten Money and Forgotten Stocks: The Peaceful Portfolio ConceptDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept. Here’s an excerpt from the …
Warren Buffett’s Farewell Letter: Passing the Torch to Greg Abel and Reflecting on 95 Years of Luck and LessonsIn his November 10, 2025 Press Release, Warren Buffett opened with characteristic modesty and humor, writing, “I will no longer be writing Berkshire’s annual report or talking e…- VALUE: After Hours (S07 E39): I’m a Value Buyer but a Growth HolderDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed I’m a Value Buyer but a Growth Holder. Here’s an excerpt from the episode: Bogumil: I love the la…
- VALUE: After Hours (S07 E39): Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of InvestingDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed: I’m a Value Buyer but a Growth Holder Forgotten Money and Forgotten Stocks: The Peaceful Portfol…
American Express Company (AXP): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: American Express Company (AXP). Profile American Express is one of the wor…
Weekly Investing Roundup – News, Podcasts, Interviews (11/07/2025)This week’s best investing news: Howard Marks Memo: Cockroaches in the Coal Mine (OakTree) Berkshire Hathaway Q3 2025 earnings summary (BH) Berkshire Hathaway Q3 2025 earnings r…