value investing
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- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener. This week’s large cap screen…
Why Top Investors Are Buying D.R. Horton Inc (DHI)In the most recent quarter, several high-profile institutional investors made meaningful additions to their D.R. Horton Inc (DHI) positions, reflecting growing optimism toward t…- Occidental Petroleum Corporation (OXY): Our Calculation of Intrinsic ValueAs part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a U.S.-based energy giant that’s been in t…
Joel Greenblatt’s Top Portfolio Trims: Life Sciences, Utilities, and Ad Tech See Deep CutsEach week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from. In the mo…
Vitaliy Katsenelson: Learning From Your MistakesIn this Q&A session, Vitaliy Katsenelson was asked about his biggest errors over the past five years. His response: “I would argue like the obvious one—my cable stocks so far ha…
Joel Greenblatt: Most Investors Sabotage Themselves By Chasing PerformanceIn this interview with Jonathan Satovski on the Wisdom, Wealth, and Wellness Podcast, Joel Greenblatt discusses a number of topics including patience, discipline, and the behavi…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener. This week’s large-cap value …
VALUE: After Hours (S07 E23): The Four Controllables in InvestingDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Four Controllables in Investing. Here’s an excerpt from the episode: Zeke: So, Toby, coming back to …
Terry Smith: H1 2025 Performance – Winners, Losers, and What’s NextTerry Smith’s mid-year letter for the Fundsmith Equity Fund opens with a direct assessment of performance. In a period marked by underperformance relative to the MSCI World Inde…- Why Top Investors Are Buying Charles Schwab (SCHW)In the most recent quarter, several high-profile institutional investors made meaningful additions to their Charles Schwab (SCHW) positions, signaling renewed confidence in the …
- VALUE: After Hours (S07 E23): The Post-Value Era and Buffett’s LegacyDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed The Post-Value Era and Buffett’s Legacy. Here’s an excerpt from the episode: Tobias: I see. Jake: We did…
Guy Spier: You Really Give Up A Lot By Trying To Find Cheap BusinessesIn a recent interview with The Investor’s Podcast, Guy Spier opened up about his philosophy—not just on investing, but on life. “I am alive,” he began with a smile, “and I’m gla…
Monish Pabrai on Berkshire Hathaway, Big Tech, and Betting on CoalIn a recent interview with SumZero, legendary value investor Monish Pabrai shared his thoughts on markets, leadership, and his unconventional bets on commodities. Pabrai views B…- Prem Watsa’s Top 5 Positions Make Up 70.81% Of His PortfolioPrem Watsa’s top 5 U.S.-listed equity positions, as disclosed in his latest 13F filing, make up an outsized 70.81% of that portfolio — reflecting a conviction-driven strategy an…
- VALUE: After Hours (S07 E23): Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision FactorsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: The Post-Value Era and Buffett’s Legacy The Four Controllables …
Weekly Investing Roundup – News, Podcasts, Interviews (07/04/2025)This week’s best investing news: Warren Buffett announces $6 billion in donations (Berkshire) AQR’s Cliff Asness weighs in on machine learning, quant credit (P&I) Jim Chanos on …- Ken Griffin: Why AI Won’t Revolutionize Long-Term InvestingWhen Ken Griffin reflects on his earliest trading days—wiring a satellite dish onto his Harvard dorm roof—he says it was driven by “a background in software engineering, passion…
- Cliff Asness on Why Value Still Matters (and Always Will)During his recent interview with The Bull of Wall Street Podcast, Cliff Asness explained why he is still placing his chips on value—albeit a more evolved version of it. “The val…