value investing
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VALUE: After Hours (S07 E36): Return on Headache: The Hidden Metric in Small Business InvestingDuring their recent episode, Taylor, Carlisle, and Colin King discussed Return on Headache: The Hidden Metric in Small Business Investing. Here’s an excerpt from the episode: Co…
Howard Marks: Market Timing Is The Hardest Thing In The World And Don’t Try ItHoward Marks joined the Master Investor Podcast to reflect on markets, cycles, and the principles that have guided his fifty-six-year career. He began by quoting Warren Buffett:…
Bruce Berkowitz’s Top 5 Positions Represent 99.32% Of The Total PortfolioIn the most recent 13F, Bruce Berkowitz’s Fairholme Capital Management LLC reported a portfolio valued at $1.23 billion, with the top five holdings making up an exceptionally co…- VALUE: After Hours (S07 E36): SMB Acquirer Colin King on Entrepreneurship-through-Acquisition and Search FundsDuring their recent episode, Taylor, Carlisle, and Colin King discussed: Return on Headache: The Hidden Metric in Small Business Investing How to Spot a Good Private Acquisition…
Weekly Investing Roundup – News, Podcasts, Interviews (10/17/2025)This week’s best investing news: Howard Marks: Valuations right now are high, but not crazy (CNBC) Bill Ackman – Evolving Investment Playbook, From MBIA to Moats (VIWL) Howard M…
Mario Gabelli Reduces Holdings in 3D Systems, Blue Owl, and Diamondback EnergyIn the most recent 13F, Mario Gabelli’s GAMCO Investors made a series of notable reductions across its extensive equity portfolio. Known for his deep value orientation and long-…
VALUE: After Hours (S07 E35): Why Character Beats IQ in Investing Every TimeDuring their recent episode, Taylor and Carlisle were joined by Justin Carbonneau, Jack Forehand, and Matt Zeigler. They discussed: Why Character Beats IQ in Investing Every Tim…
Energy and Financials Lead This Week’s Deep Value Screen with Huge Free Cash Flow YieldsEnergy and Financials once again dominate the deep-value landscape. Petrobras (PBR) and Equinor (EQNR) continue to anchor Energy, while Synchrony Financial (SYF) and Bank of New…
Howard Marks: The Difference Between Big V and Small v Value InvestingDuring his recent interview with CNBC, Howard Marks said, “there’s enthusiasm, there are high valuations,” he doesn’t believe the current market environment has reached the stag…- VALUE: After Hours (S07 E35): How to Stick With Your Investing Strategy When It Gets HardDuring their recent episode, Taylor and Carlisle were joined by Justin Carbonneau, Jack Forehand, and Matt Zeigler. They discussed: How to Stick With Your Investing Strategy Whe…
Seth Klarman’s Top 5 Positions Represent 46.93% Of The Total PortfolioIn the most recent 13F, Seth Klarman’s Baupost Group LLC/MA reported a portfolio valued at $4.13 billion, with the top five holdings making up a concentrated 46.93% of total ass…- VALUE: After Hours (S07 E35): Excess Returns with Justin Carbonneau, Jack Forehand and Matt ZeiglerDuring their recent episode, Taylor and Carlisle were joined by Justin Carbonneau, Jack Forehand, and Matt Zeigler. They discussed: How to Stick With Your Investing Strategy Whe…
Weekly Investing Roundup – News, Podcasts, Interviews (10/10/2025)This week’s best investing news: How Peter Lynch Became The Greatest Fund Manager Of All Time (The Compound) Bill Ackman Says He’s ‘Uncancelable’ (WSJ) JPMorgan CEO Dimon on Gro…
Pilgrim’s Pride (PPC): Undervalued Consumer Staples Play with Strong Cash FlowAs 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 E34): Buffett’s Japan Trading Houses BetDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Buffett’s Japan Trading Houses Bet. Here’s an excerpt from the episode: Jake: Okay, let’s talk about that …- Energy and Financials Lead This Week’s Deep Value ScreenThis week’s Large Cap Acquirer’s Multiple® Screen again underscores investors’ persistent skepticism toward Energy and Financials, with both sectors commanding the top ranks of …
Peter Lynch: The Biggest Mistakes Investors Make and How to Avoid ThemPeter Lynch’s interview with The Compound reminds investors why the simplest lessons often prove the hardest to follow. “The real key to making money in stocks is not to get sca…- VALUE: After Hours (S07 E34): Apple as Buffett’s Greatest TradeDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Apple as Buffett’s Greatest Trade. Here’s an excerpt from the episode: One of the opening stories in the b…