value investing
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Carl Icahn: Top 5 Positions Make Up 87.54% Of His Portfolio (Analysis)Carl Icahn’s top 5 positions make up 87.54% of his current portfolio, indicating a highly concentrated investment approach. His largest holding, Icahn Enterprises LP (IEP), alon…
VALUE: After Hours (S07 E19): Rudy Havenstein, Senior Markets Commentator on the Fed, Housing and MarketsIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Rudy Havenstein discuss: The Fed’s Role in Financial Crises Corruption, Insider Deal…
Weekly Investing Roundup – News, Podcasts, Interviews (06/06/2025)This week’s best investing news: Einhorn on How Value Investing Has Changed (Rubenstein) Billionaire Bill Ackman’s Key to Long Term Investment Success (Forbes) Terry Smith Inter…
Inmode Ltd (INMD): Is This Deeply Undervalued Stock a Hidden Gem?As part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it might be a deeply undervalued gem. Th…
Buffett’s 2007 Letter: Market Folly, Lending Risks, and Long-Term GrowthOne of my favorite Berkshire Hathaway Letters is the 2007 Letter which included some great lessons for investors. Let’s take a look at some of the key takeaways. “Our gain in ne…
Cliff Asness: What’s Currently Working In InvestingIn his recent interview with Bloomberg Open Interest, Cliff Asness discussed his current strategy. “We are quants, which means we spread our bets out fairly wide,” he says. “We …
David Einhorn: Still a Value Investor in a Broken MarketIn his conversation with David Rubenstein, David Einhorn discussed his view on the current state of value investing. When asked if value investing had been profitable over the l…- 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. Top Value Stocks (Lowest Acq…
VALUE: After Hours (S07 E18): Bank Holdings and European ValuationsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Bank Holdings and European Valuations. Here’s an excerpt from the episode: Tobias: So, Tim, before we cam…
Vitaliy Katsenelson on Investing, Bias, and Building Your Own Mental WorldDuring a recent Q&A, Vitaliy Katsenelson was asked about how he avoids confirmation bias, Katsenelson responded, “Confirmation bias is something very natural to all of us… when …- VALUE: After Hours (S07 E18): AI: The End of ‘Search’During their recent episode, Taylor, Carlisle, and Tim Travis discussed AI: The End of ‘Search’. Here’s an excerpt from the episode: Tim: Yeah. Nvidia has bounced a lot. That we…
Rob Arnott: This Is An Opportunity-Rich EnvironmentIn his recent interview with Excess Returns, Rob Arnott of Research Affiliates presented compelling research that challenges conventional economic wisdom while providing valuabl…
Li Lu: Top 5 Positions Make Up 94.08% Of His Portfolio (Analysis)Li Lu’s top 5 positions make up 94.08% of his current portfolio, reflecting a highly concentrated investment style. His largest holding, Bank of America (BAC), accounts for 26.1…- VALUE: After Hours (S07 E18): Risk and rewards selling puts and covered calls on deep value stocks with Tim TravisIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tim Travis discuss: AI, Tech, and Alphabet’s Valuation Bank Holdings and European Va…
John Rogers: There’s Opportunity in the Overlooked“I go back to 1987,” John Rogers told Semafor’s Liz Hoffman at the World Economy Summit this year. “The stock market down 22% in one day… that was just a horrific experience. It…
Mario Gabelli: “I Want the Ignored” — Inside His 2025 Investment StrategyMario Gabelli’s 2025 investment outlook comes down to one simple idea: “we want the ignored and unloved, Howard wants the loved, I want the ignored.” The veteran investor’s appr…- This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener AnalysisAs part of a new series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S. Large-Cap Stock Screener — including an overview, industry/…
VALUE: After Hours (S07 E17): The Value vs Growth Debate RevisitedDuring their recent episode, Taylor, Carlisle, Schwartz and Hanauer discussed The Value vs Growth Debate Revisited. Here’s an excerpt from the episode: Tobias: Let’s talk more b…