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The Acquirer"s Multiple®

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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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Energy and Financials Dominate This Week’s Value Screen

The Acquirer"s Multiple® ·

2025/10/01

Energy and Financials continue to dominate the value landscape in our FREE Large Cap Screener this week. Petrobras (PBR), Equinor (EQNR), and Shell (SHEL) highlight the energy side with strong free cash generation, while Synchrony Financial (SYF), Bank of New York Mellon (BK), and Prudential (PUK) anchor the financial names ... Read More

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VALUE: After Hours (S07 E33): Finding Bottlenecks in...

The Acquirer"s Multiple® ·

2025/10/01

During their recent episode, Taylor, Carlisle, and Will Thomson discussed Finding Bottlenecks in Megatrends. Here’s an excerpt from the episode: William: Yeah. Well, so, before we started, we were talking about water, right? I said I hadn’t figured out a lot of good ways to make investments in water. But ... Read More

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Bill Nygren: The S&P 500 Looks More Like a...

The Acquirer"s Multiple® ·

2025/09/29

Bill Nygren’s appearance on Compound Insights offered a rare look at how one of the most respected value investors adapts to changing markets without losing sight of his core principles. He began by reflecting on his early career, noting, “Ever since I first got interested in investing, which for me ... Read More

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Why Top Investors Are Buying Taiwan Semiconductor (TSM)

The Acquirer"s Multiple® ·

2025/09/29

According to their latest 13F filings, institutional investors made a series of notable moves in Taiwan Semiconductor (TSM), reflecting conviction around the company’s leadership in semiconductor manufacturing and its pivotal role in global technology supply chains. TSM’s dominance in advanced chip production continues to attract some of the world’s most ... Read More

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VALUE: After Hours (S07 E33): Surviving a Tough...

The Acquirer"s Multiple® ·

2025/09/29

During their recent episode, Taylor, Carlisle, and Will Thomson discussed Surviving a Tough Decade in Real Assets. Here’s an excerpt from the episode: William: Yeah. So, I think one of the edges that we bring to the table is a very different portfolio construction approach, which I think has yielded ... Read More

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Bill Ackman: Make A Little Progress Every Day And It...

The Acquirer"s Multiple® ·

2025/09/28

At this year’s Citadel Finance Speaker Series, Bill Ackman described how setbacks have shaped his career. “You’ve had no experience with the most important thing that you need to understand in order to be successful. You’ve had no experience with failure and you’re going to fail. It’s going to happen”. ... Read More

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Carl Icahn’s Top 5 Positions Represent 89.74% Of The...

The Acquirer"s Multiple® ·

2025/09/28

In the most recent quarter, Carl Icahn’s Icahn Enterprises portfolio was valued at $7.89 billion, with the top five holdings accounting for an extraordinary 89.74% of total assets. This extreme concentration reflects Icahn’s activist strategy of making large, high-conviction bets on a handful of companies. Below is a detailed look ... Read More

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1,335 results