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The Acquirer"s Multiple®

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MIND C.T.I. Ltd (NASDAQ: MNDO) — Cash-Rich Micro-Cap...

The Acquirer"s Multiple® ·

2025/11/13

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 MIND C.T.I. Ltd (MNDO) — a small Israeli software company that provides billing, customer care, ... Read More

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VALUE: After Hours (S07 E39): Why the U.S. Is Still...

The Acquirer"s Multiple® ·

2025/11/13

During their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why the U.S. Is Still the Best Place for Capital to Grow. Here’s an excerpt from the episode: Bogumil: [laughs] I’ll give away a secret that might not be a secret. But the choice of location is the most important ... Read More

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Ray Dalio Warns the Fed May Be Stimulating Into a Bubble

The Acquirer"s Multiple® ·

2025/11/12

In his recent LinkedIn commentary, “Stimulating Into a Bubble,” Ray Dalio argues that the Federal Reserve’s latest signals point toward a shift in policy, writing, “Did you see that the Fed’s announcement that it will stop QT and begin QE?” He suggests that regardless of how it is framed, “any ... Read More

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Tom Gayner’s Markel Group Q3 2025 13F: Focused...

The Acquirer"s Multiple® ·

2025/11/12

In the most recent Q3 2025 13F filing, Tom Gayner’s Markel Group Inc. reported a portfolio valued at $12.32 billion, with the top ten holdings accounting for 40.89 % of total assets. A disciplined capital allocator known for his long-term, quality-at-a-fair-price philosophy, Gayner maintained a largely stable portfolio this quarter, ... Read More

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VALUE: After Hours (S07 E39): Why Having No Price...

The Acquirer"s Multiple® ·

2025/11/12

During their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Why Having No Price Target Can Make You a Better Investor. Here’s an excerpt from the episode: Bogumil: It has to be pushed out by a better idea. I used to be much more sensitive on the valuation side, and ... Read More

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Cliff Asness on Quant Investing and AI’s Role in Finance

The Acquirer"s Multiple® ·

2025/11/11

In his recent interview on Bloomberg, Cliff Asness of AQR Capital Management reflected on the firm’s performance and the evolving role of technology in investing. He noted, “We actually made money in both markets, but we did make more money… It was overall a good year.” This success was partly ... Read More

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Energy and Financials Lead This Week’s Deep Value Screen

The Acquirer"s Multiple® ·

2025/11/11

Energy and Financials continue to anchor the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads again with an Acquirer’s Multiple (AM) of 2.4 and a striking ~36.2% free cash flow yield, reflecting the market’s persistent discount on credit-exposed lenders despite consistent profitability and disciplined ... Read More

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VALUE: After Hours (S07 E39): Forgotten Money and...

The Acquirer"s Multiple® ·

2025/11/11

During their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept. Here’s an excerpt from the episode: Bogumil: Yeah. I think what I’m looking for, it’s a certain gap between reality and perception. I think you can find that gap between across ... Read More

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Warren Buffett’s Farewell Letter: Passing the Torch...

The Acquirer"s Multiple® ·

2025/11/10

In his November 10, 2025 Press Release, Warren Buffett opened with characteristic modesty and humor, writing, “I will no longer be writing Berkshire’s annual report or talking endlessly at the annual meeting. As the British would say, I’m ‘going quiet.’ Sort of.” It marked the beginning of a generational handoff ... Read More

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Meta Platforms Q3 2025: AI Expansion Drives Strong...

The Acquirer"s Multiple® ·

2025/11/10

Meta Platforms (NASDAQ: META) delivered a powerful third quarter, with revenue climbing 26% year-over-year to $51.2 billion. Advertising contributed $50.1 billion, supported by robust engagement across Facebook, Instagram, and Threads. Despite a 32% rise in expenses, operating margins held firm at 40%, highlighting Meta’s balance between rapid AI investment and ... Read More

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VALUE: After Hours (S07 E39): I’m a Value Buyer but a...

The Acquirer"s Multiple® ·

2025/11/10

During their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed I’m a Value Buyer but a Growth Holder. Here’s an excerpt from the episode: Bogumil: I love the labels, as you can imagine. I call myself– [laughs] If you really corner me, I’m going to say I’m a value buyer, ... Read More

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Howard Marks: “The Worst of Loans Are Made in the...

The Acquirer"s Multiple® ·

2025/11/10

In his November 2025 Memo titled “Cockroaches in the Coal Mine,” Howard Marks once again examines how markets react to stress and how cycles of confidence and carelessness repeat. Quoting Jamie Dimon, he opens with a metaphor that captures investors’ current unease: “When you see one cockroach, there are probably ... Read More

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Michael Burry’s Scion Asset Management Q3 2025...

The Acquirer"s Multiple® ·

2025/11/10

In the most recent 13F filing, Michael Burry’s Scion Asset Management, LLC reported a portfolio valued at $1.38 billion, with the top two holdings—Palantir Technologies and NVIDIA—accounting for nearly 80 % of total assets. Known for his contrarian, deep-value approach and macro awareness, Burry’s latest filing shows a strikingly concentrated ... Read More

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VALUE: After Hours (S07 E39): Bogumil Baranowski on...

The Acquirer"s Multiple® ·

2025/11/10

During their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed: I’m a Value Buyer but a Growth Holder Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept Why Having No Price Target Can Make You a Better Investor Why the U.S. Is Still the Best Place for Capital to Grow ... Read More

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American Express Company (AXP): Our Calculation of...

The Acquirer"s Multiple® ·

2025/11/06

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: American Express Company (AXP). Profile American Express is one of the world’s leading integrated payments companies, providing charge and credit card products, travel-related services, and global merchant processing. Its powerful brand, ... Read More

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

The Acquirer"s Multiple® ·

2025/11/06

This week’s best investing news: Howard Marks Memo: Cockroaches in the Coal Mine (OakTree) Berkshire Hathaway Q3 2025 earnings summary (BH) Berkshire Hathaway Q3 2025 earnings report (BH) Chris Bloomstran‘s discussion of Berkshire Hathaway’s Q3 2025 earnings (CB) Jeffrey Gundlach & David Rosenberg on the Macro Outlook, Bonds and Inflation ... Read More

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Westlake Chemical Partners (WLKP): Deep Value, 8%...

The Acquirer"s Multiple® ·

2025/11/06

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 Westlake Chemical Partners LP (WLKP). Westlake Chemical Partners LP operates, acquires, and develops ethylene production ... Read More

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VALUE: After Hours (S07 E38): Small Cap Investing and...

The Acquirer"s Multiple® ·

2025/11/06

During their recent episode, Taylor, Carlisle, and Adam Wilk discussed Small Cap Investing and Lessons from Scouting. Here’s an excerpt from the episode: Tobias: Adam, small caps have had a rough run for the last decade or so. How do you assess the small cap opportunity as it stands now? ... Read More

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Apple Q4 2025: Record $102.5B Revenue, Surging...

The Acquirer"s Multiple® ·

2025/11/06

Apple Inc. (NASDAQ: AAPL) closed fiscal 2025 with what CEO Tim Cook called “an extraordinary year for Apple, in which we achieved an all-time revenue record of $416 billion for the fiscal year.” Fourth-quarter revenue reached $102.5 billion, up 8 % from a year ago, and Cook noted it was ... Read More

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Netflix, Inc. (NASDAQ:NFLX) Q3 2025 Earnings Call —...

The Acquirer"s Multiple® ·

2025/11/06

Co-CEO Gregory Peters opened Netflix’s Q3 2025 earnings call by affirming that “the business is very healthy.” He said the company had “revenue in line with expectations” and that “operating income would have exceeded our forecast absent the Brazilian tax matter.” Peters noted record engagement and ad sales, saying, “We ... Read More

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1,322 results