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The Acquirer"s Multiple®

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VALUE: After Hours (S07 E31): Crocs: Ugly Shoes,...

The Acquirer"s Multiple® ·

2025/09/18

During their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Crocs: Ugly Shoes, Beautiful Numbers. Here’s an excerpt from the episode: When somebody is asking themselves, “Should I go with a knockoff or should I go with the name brand?” Well, if your name brand isn’t pursuing those aggressive margins, ... Read More

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Book Review: The Snowball: Warren Buffett and the...

The Acquirer"s Multiple® ·

2025/09/17

Alice Schroeder’s The Snowball is more than a biography of Warren Buffett—it is a sweeping portrait of a man whose financial genius has often overshadowed the complexity of his personal life. Drawing on years of unprecedented access to Buffett, his family, and his colleagues, Schroeder delivers a narrative that is ... Read More

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Andreas Halvorsen Slashes Meta, Trims High-Beta Bets

The Acquirer"s Multiple® ·

2025/09/17

According to their latest 13F filings, Andreas Halvorsen’s Viking Global Investors LP made aggressive reductions across multiple high-profile holdings in Q2 2025, signaling a broad shift away from higher-beta growth stocks. The most dramatic cut came in Meta Platforms Inc. (META), where the fund pared back nearly its entire position. ... Read More

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VALUE: After Hours (S07 E31): Portillo’s: Everyday...

The Acquirer"s Multiple® ·

2025/09/17

During their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Portillo’s: Everyday Value Done Right. Here’s an excerpt from the episode: Tobias: Well, let’s talk about Portillo’s first. We’ll come back to Crocs, since we’ve started along that line. Jake: Toby, have you ever eaten at a Portillo’s? Tobias: I ... Read More

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Bill Nygren: Opportunities Still Exist Outside The Mag 7

The Acquirer"s Multiple® ·

2025/09/17

As the Nasdaq touches all-time highs, driven by strength in tech and the Magnificent Seven, investors are rightfully questioning where opportunity lies beyond this intense concentration. Oakmark Funds’ Bill Nygren, joining CNBC, argues that the S&P 500’s reputation as a relatively low-risk investment has “obscured the fact that it’s a ... Read More

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This Week’s Large Cap Acquirer’s Multiple® Screen:...

The Acquirer"s Multiple® ·

2025/09/17

Energy and Financials continue to lead the value landscape, with Petrobras (PBR), Bank of New York Mellon (BK), and Equinor (EQNR) all screening attractively. Market skepticism around the durability of cash flows in these sectors remains entrenched. From Petrobras (PBR), trading at an Acquirer’s Multiple (AM) of 4.1 with a ... Read More

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VALUE: After Hours (S07 E31): Company Hack – Why CFOs...

The Acquirer"s Multiple® ·

2025/09/17

During their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Company Hack – Why CFOs and General Counsel Matter Most. Here’s an excerpt from the episode: Stephen: And even better, when is the general counsel buying? Because you take the most pessimistic people in the building that have all the ... Read More

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Ray Dalio: “Pain Plus Reflection Equals Progress”

The Acquirer"s Multiple® ·

2025/09/15

During his recent interview with The Diary of a CEO, Ray Dalio explained that he has built his life and career around a deceptively simple idea: “Pain plus reflection equals progress.” He said this principle emerged from the setbacks and lessons that shaped him, both personally and professionally. “Your best ... Read More

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Why Top Investors Are Buying FISERV INC (FI)

The Acquirer"s Multiple® ·

2025/09/15

According to their latest 13F filings, institutional investors made a series of notable moves in Fiserv Inc. (FI), reflecting ongoing interest in the financial technology leader. Known for its payment processing, digital banking solutions, and broad fintech footprint, FI continues to attract a diverse range of hedge funds and asset ... Read More

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VALUE: After Hours (S07 E31): Insider Buying: Finding...

The Acquirer"s Multiple® ·

2025/09/15

During their recent episode, Taylor, Carlisle, and Stephen Farrington discussed Insider Buying: Finding Signal in the Noise. Here’s an excerpt from the episode: Tobias: So, tell us a little bit about your philosophy. How do you identify undervalued small-caps, and what are you looking for? Stephen: Oh. So, it’s very ... Read More

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Howard Marks: Risk-bearing Is Not Guaranteed To...

The Acquirer"s Multiple® ·

2025/09/14

In his talk at The Church, Howard Marks laid out foundational investment principles, beginning with a healthy skepticism toward market efficiency. “The other people aren’t idiots,” he stated, explaining that the collective actions of intelligent, motivated investors cause securities to trade near their fair value. This efficient market hypothesis, while ... Read More

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Michael Burry’s Top 5 Positions Represent 73.22% Of...

The Acquirer"s Multiple® ·

2025/09/14

In the most recent quarter, Michael Burry’s Scion Asset Management reported a portfolio valued at $578.34 million, with the top five holdings accounting for 73.22% of total assets. The portfolio remains highly concentrated, reflecting Burry’s conviction-driven approach. Below is a detailed look at each of the top 5 positions, including ... Read More

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VALUE: After Hours (S07 E31): Unemployed Value Degen...

The Acquirer"s Multiple® ·

2025/09/14

During their recent episode, Taylor, Carlisle, and Stephen Farrington discussed: The Hunt for Mispricing in Small-Caps Insider Buying: Finding Signal in the Noise Company Hack – Why CFOs and General Counsel Matter Most Portillo’s: Everyday Value Done Right Crocs: Ugly Shoes, Beautiful Numbers Expansion Beyond Chicago: Myth vs Reality The ... Read More

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Verizon Communications Inc. (VZ): Our Calculation of...

The Acquirer"s Multiple® ·

2025/09/12

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Verizon Communications Inc. (VZ). Profile Verizon Communications Inc. is one of the leading telecommunications companies in the United States, providing wireless, broadband, and enterprise services. Known for its stable cash flows ... Read More

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

The Acquirer"s Multiple® ·

2025/09/12

This week’s best investing news: Investor Howard Marks on Making Sense of Today’s Markets: Full Interview (WONK) Ray Dalio – How America Goes Broke (Prof G Markets) Oakmark’s Bill Nygren: The S&P isn’t the broad-based index it used to be (CNBC) Capex Cycles (Verdad) Leon Cooperman: The broader market is ... Read More

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Cal-Maine Foods (CALM): Undervalued Cash Cow in the...

The Acquirer"s Multiple® ·

2025/09/12

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: Cal-Maine Foods, Inc. (CALM) Cal-Maine Foods is the largest producer and distributor of fresh shell ... Read More

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VALUE: After Hours (S07 E30): Net-Net Skepticism and...

The Acquirer"s Multiple® ·

2025/09/12

During their recent episode, Taylor, Carlisle, and Ethan Everett discussed Net-Net Skepticism and Avoiding Scams. Here’s an excerpt from the episode: Tobias: You had a good line in here about net-net skepticism and how investors can profit from that, so given that I love net-nets. Jake: And I cannot lie. ... Read More

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John Rogers Trims Key Holdings: Northern Trust,...

The Acquirer"s Multiple® ·

2025/09/12

In the most recent quarter, John W. Rogers Jr. of Ariel Appreciation Fund made a series of notable reductions across his equity holdings. Known for his disciplined, long-term approach to investing in undervalued small and mid-cap stocks, Rogers appears to be actively trimming positions where valuations may have stretched or ... Read More

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VALUE: After Hours (S07 E30): Voltaire’s Bond Lottery...

The Acquirer"s Multiple® ·

2025/09/12

During their recent episode, Taylor, Carlisle, and Ethan Everett discussed Voltaire’s Bond Lottery Arbitrage. Here’s an excerpt from the episode: Tobias: Let’s talk Voltaire. Ethan: Oh, boy. Tobias: This is the one I like. How did a success in the bond lottery arbitrage shape his writing and his worldview? Ethan: ... Read More

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John Malone: The Evolution of Technology Is Unstoppable!

The Acquirer"s Multiple® ·

2025/09/10

In a recent Bloomberg interview, John Malone reflected on the evolution of technology, stating, “I just think evolution of technology is unstoppable and accelerating.” This perspective underpins a career built on identifying and capitalizing on seismic shifts in media and distribution. His approach to risk, however, is what truly defines ... Read More

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1,335 results