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The Acquirer"s Multiple®

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Pilgrim’s Pride (PPC): Undervalued Consumer Staples...

The Acquirer"s Multiple® ·

2025/10/09

As 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. This week’s spotlight is Pilgrim’s Pride Corp (PPC). Pilgrim’s Pride is one of the largest poultry producers in the ... Read More

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VALUE: After Hours (S07 E34): Buffett’s Japan Trading...

The Acquirer"s Multiple® ·

2025/10/09

During 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 then, and the third deal. Tobias: So, when he was 90, he announced this deal. So, this is only five years ago now. ... Read More

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Dan Loeb’s Third Point Trims Top Holdings: Fortive,...

The Acquirer"s Multiple® ·

2025/10/08

In the most recently reported quarter, Dan Loeb’s Third Point LLC executed a series of meaningful trims across its equity portfolio. Known for his opportunistic and often activist style, Loeb appears to be rebalancing away from certain positions where either valuations have run ahead or conviction has moderated. Below are ... Read More

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VALUE: After Hours (S07 E34): BNSF: Buffett’s Coup...

The Acquirer"s Multiple® ·

2025/10/08

During their recent episode, Jake Taylor and Tobias Carlisle discussed BNSF: Buffett’s Coup d’Œil Moment. Here’s an excerpt from the episode: Jake: So, how about the second transaction? Tobias: So, the second transaction that I wrote about was the BNSF, the railway deal. I think there’s a nice parallel to ... Read More

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Energy and Financials Lead This Week’s Deep Value Screen

The Acquirer"s Multiple® ·

2025/10/08

This 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 undervaluation. From Bank of New York Mellon (BK) trading at an Acquirer’s Multiple (AM) of 2.1 with a 3.2% free cash flow yield, to Synchrony Financial ... Read More

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VALUE: After Hours (S07 E34): Buffett – General Re:...

The Acquirer"s Multiple® ·

2025/10/08

During their recent episode, Jake Taylor and Tobias Carlisle discussed General Re: Defensive Strategy in Action. Here’s an excerpt from the episode: Tobias: So, the first one was General Re. I think General Re was really interesting, because it came– Buffett had made the Coca-Cola investment, and he’d put about ... Read More

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Peter Lynch: The Biggest Mistakes Investors Make and...

The Acquirer"s Multiple® ·

2025/10/06

Peter 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 scared out of them,” he said. Fear, not knowledge, is the destroyer of wealth. “More important to that,” Lynch continued, ... Read More

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Why Top Investors Are Buying Thermo Fisher Scientific...

The Acquirer"s Multiple® ·

2025/10/06

According to their latest 13F filings, institutional investors made a series of notable moves in Thermo Fisher Scientific (TMO), highlighting conviction in the company’s role as a global leader in life sciences tools, diagnostics, and biopharma services. The stock continues to attract attention from some of the world’s most prominent ... Read More

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VALUE: After Hours (S07 E34): Apple as Buffett’s...

The Acquirer"s Multiple® ·

2025/10/06

During 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 book, is talking about Apple, and contrasting Einhorn and Icahn, and their activist campaign against Apple with Buffett’s subsequent investment in Apple ... Read More

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Howard Marks: Equity Valuations Have Moved From...

The Acquirer"s Multiple® ·

2025/10/05

Howard Marks, in his September 2025 appearance in The Roundup, dissected what he called “worrisome equity valuations,” warning that the market’s surface strength masks deeper imbalance. “A bit over half of the S&P 500’s jaw-dropping 58% two-year total return in 2023-24 was attributable to the spectacular performance of just seven ... Read More

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Terry Smith’s Top 5 Positions Represent 43.49% Of The...

The Acquirer"s Multiple® ·

2025/10/05

In the most recent 13F, Terry Smith’s Fundsmith LLP reported a portfolio valued at $23.02 billion, with the top five holdings making up a substantial 43.49% of total assets. Smith, often described as a buy-and-hold investor with a focus on high-quality growth companies, continues to emphasize durable franchises with strong ... Read More

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VALUE: After Hours (S07 E34): Soldier of Fortune:...

The Acquirer"s Multiple® ·

2025/10/05

During their recent episode, Tobias Carlisle and Jake Taylor discussed: Buffett Meets Sun Tzu: The Spark Behind the Book Apple as Buffett’s Greatest Trade The Meaning of ‘Soldier of Fortune’ Via Negativa: Winning by Avoiding Mistakes General Re: Defensive Strategy in Action BNSF: Buffett’s Coup d’Œil Moment The Japan Trading ... Read More

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Netflix, Inc. (NFLX): Our Calculation of Intrinsic Value

The Acquirer"s Multiple® ·

2025/10/03

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Netflix, Inc. (NFLX). Profile Netflix is the world’s leading subscription video-on-demand platform, with a global subscriber base exceeding 260 million. Its scale provides strong recurring revenue, while content investments continue to ... Read More

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Weekly Investing Roundup – News, Podcasts, Interviews...

The Acquirer"s Multiple® ·

2025/10/03

This week’s best investing news: David Einhorn – Are markets getting wary on AI spending? (Morningstar) Renowned Investor Bill Nygren’s Value Playbook For Today’s Markets and Trends (CFA) Steve Romick – How to Earn Stock Market Returns With Half the Risk (The Compound) GMO – Time to Take Another Look ... Read More

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Equinor Stock (EQNR): Why This Energy Giant Trades at...

The Acquirer"s Multiple® ·

2025/10/03

As 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. This week’s spotlight is Equinor ASA (EQNR). Equinor is a Norwegian-based integrated energy company with global operations across oil, ... Read More

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VALUE: After Hours (S07 E33): Tungsten, Tin, and...

The Acquirer"s Multiple® ·

2025/10/03

During their recent episode, Taylor, Carlisle, and Will Thomson discussed Tungsten, Tin, and Critical Metals Risk. Here’s an excerpt from the episode: William: Well, tungsten is the rare earth metal store in more of a microcosm, and with easier processing and fewer mines. So, tungsten is used all over the ... Read More

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Book Summary – Mosaic: Perspectives on Investing by...

The Acquirer"s Multiple® ·

2025/10/01

Mosaic is a collection of essays and perspectives from Mohnish Pabrai, written before his more widely known The Dhandho Investor. The book captures the early evolution of his investment philosophy, blending practical lessons, case studies, and timeless insights into how he thinks about markets and business ownership. At the core ... Read More

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Chase Coleman Slashes DoorDash, ServiceNow, Workday,...

The Acquirer"s Multiple® ·

2025/10/01

According to their latest 13F filings, Chase Coleman’s Tiger Global Management LLC executed major reductions in Q3 2025, cutting deeply into several technology and growth names. These trims reflect a decisive recalibration away from higher-beta holdings. Top 5 Trims DoorDash (DASH) – Biggest Reduction Shares: 25,337 Change: ↓ –2,170,676 Value: ... Read More

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VALUE: After Hours (S07 E33): Why We Buy in the...

The Acquirer"s Multiple® ·

2025/10/01

During their recent episode, Taylor, Carlisle, and Will Thomson discussed Why We Buy in the Orphan Period. Here’s an excerpt from the episode: William: It’s all operational things, basically. I said earlier, a lot of the companies I’m looking at are project companies. One of the interesting things that happens, ... Read More

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Steve Romick: Returns Are Driven Not Just by What You...

The Acquirer"s Multiple® ·

2025/10/01

Steve Romick’s long career has been defined by discipline, patience, and a deep respect for risk. In his interview on The Compound, he reminded listeners that “the one thing you shouldn’t be surprised by is surprises. Nothing’s ever certain.” That philosophy has shaped the Crescent Fund since inception, balancing risk ... Read More

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1,322 results