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The Acquirer"s Multiple®

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VALUE: After Hours (S07 E30): Nietzsche, Buffett, and...

The Acquirer"s Multiple® ·

2025/09/10

During their recent episode, Taylor, Carlisle, and Ethan Everett discussed Nietzsche, Buffett, and Eternal Recurrence. Here’s an excerpt from the episode: Tobias: You’ve also covered one of my favorite philosophers, Nietzsche, and you connected him to Warren Buffett. What common ground do they share? Ethan: So, this is an exciting ... Read More

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Ray Dalio: Democracy’s Breakdown is the Real National...

The Acquirer"s Multiple® ·

2025/09/08

Ray Dalio’s recent appearance on the Prof G Markets Podcast offered a sobering look at the mechanics of national debt and the difficult choices that lie ahead. In his characteristically analytical style, Dalio framed the issue in stark terms: “The credit system is like the circulatory system of the body. ... Read More

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Why Top Investors Are Buying Amazon.com, Inc. (AMZN)

The Acquirer"s Multiple® ·

2025/09/08

According to their latest 13F filings, institutional investors made a series of compelling moves in Amazon.com, Inc. (AMZN), signaling renewed confidence in the e-commerce and cloud giant. Known for its dominant position in online retail, AWS leadership, and expanding advertising business, AMZN continues to attract high-profile funds seeking long-term growth ... Read More

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VALUE: After Hours (S07 E30): Spinoza and Emotional...

The Acquirer"s Multiple® ·

2025/09/08

During their recent episode, Taylor, Carlisle, and Ethan Everett discussed Spinoza and Emotional Bondage in Investing. Here’s an excerpt from the episode: Tobias: Tell us a little bit about Baruch Spinoza and irrational emotions, how they explain the stock market. Ethan: Fantastic. Yeah. So, Baruch Spinoza is a really interesting ... Read More

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Howard Marks: Investors Should Move To DEFCON 2

The Acquirer"s Multiple® ·

2025/09/07

In a recent interview on the WONK Podcast, investing legend Howard Marks provided a clear-eyed assessment of the current market landscape, marked by a peculiar and persistent disconnect. “The S&P 500, which is our main gauge of the stock market, was considered expensive given its valuation level at the end ... Read More

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Prem Watsa’s Top 5 Positions Represent 70.19% Of The...

The Acquirer"s Multiple® ·

2025/09/07

Prem Watsa’s top 5 positions make up 70.19% of his current portfolio, showing a highly concentrated approach. His largest holding, Orla Mining Ltd (ORLA), alone accounts for 29.90%. Below is a detailed look at each of the top 5 positions, including shares held, value, portfolio weight, and commentary. Orla Mining ... Read More

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VALUE: After Hours (S07 E30): Investment...

The Acquirer"s Multiple® ·

2025/09/07

During their recent episode, Taylor, Carlisle, and Ethan Everett discussed: Spinoza and Emotional Bondage in Investing Nietzsche, Buffett, and Eternal Recurrence Voltaire’s Bond Lottery Arbitrage Net-Net Skepticism and Avoiding Scams Davida, Asteroids, and the Philosophy of Value Hume, Common Sense, and When to Follow Consensus Baudrillard, Abstraction, and Meme Stocks The ... Read More

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Chevron Corporation (CVX): Our Calculation of...

The Acquirer"s Multiple® ·

2025/09/05

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Chevron Corporation (CVX). Profile Chevron is one of the largest integrated oil and gas companies in the world, with operations spanning upstream exploration, downstream refining, and a growing renewable energy segment. ... Read More

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World Acceptance Corp (WRLD): A Deep Value Consumer...

The Acquirer"s Multiple® ·

2025/09/05

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: World Acceptance Corp (WRLD) World Acceptance Corp is a consumer finance company providing small installment ... Read More

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Tobias Carlisle: The Jaws Will Close Between Growth &...

The Acquirer"s Multiple® ·

2025/08/31

In a recent interview with Excess Returns, portfolio manager and author Tobias Carlisle offered a sobering assessment of current market valuations. By examining a composite of historical measures, he presented a clear and stark conclusion: “If you take all of those measures together and you take an average of those ... Read More

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Mohnish Pabrai’s Top 5 Positions Represent 100% Of...

The Acquirer"s Multiple® ·

2025/08/31

Mohnish Pabrai’s Dalal Street, LLC runs a $271.6 million U.S. equity portfolio, with just five positions representing 100% of assets. The concentrated nature of the portfolio highlights Pabrai’s high-conviction, value-focused approach, often centered around deep-value cyclicals and special situations. Here’s Mohnish Pabrai’s top five positions: Warrior Met Coal Inc (HCC) Value: $82.48 million Shares: 1,799,745 ... Read More

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VALUE: After Hours (S07 E29): Microcap investor Jason...

The Acquirer"s Multiple® ·

2025/08/31

During their recent episode, Taylor, Carlisle, and Jason Hirschman discussed: From Family Business to Hudson 215 Capital The “Salad Oil” Approach to Investing Blending Value and Growth Opportunities Lessons from the XPEL Investment Why Micro-Caps Attract Me The Substack and AI Revolution in Micro-Cap Investing Expanding Opportunities Abroad Red Flags and Lessons ... Read More

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Bill Ackman: HHH Is Well Positioned To Implement A...

The Acquirer"s Multiple® ·

2025/08/29

Pershing Square Holdings delivered strong performance in the first half of 2025, with its NAV per share, including dividends, increasing 15.5%, compared with a 6.2% return for the S&P 500 over the same period. Chairman Rupert Morley noted that “the Board is pleased to report that PSH delivered strong absolute ... Read More

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Howard Marks: Fewer Losers Not More Winners

The Acquirer"s Multiple® ·

2025/08/29

In a recent appearance on the podcast My First Million, legendary investor Howard Marks offered a powerful reminder that the greatest risks in investing stem from investor behavior, not from the securities themselves. This is captured in his warning: “The riskiest thing in the world is the belief that there’s ... Read More

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Howard Marks’ Top 5 Positions Represent 43% Of The...

The Acquirer"s Multiple® ·

2025/08/29

Howard Marks’ Oaktree Capital Management runs a $5.815 billion U.S. equity portfolio, with the top five positions alone representing 43.44% of assets. These holdings highlight Marks’ preference for contrarian, value-driven bets with asymmetric upside. Here’s Howard Marks’ top five positions: Torm PLC (TRMD) Value: $681.59 million Shares: 40,581,120 Portfolio Weight: 11.72% Change: No change ... Read More

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Amazon.com, Inc. (AMZN): Our Calculation of...

The Acquirer"s Multiple® ·

2025/08/29

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc. (AMZN). Profile Amazon is the global leader in e-commerce and cloud services through its AWS division. While its retail operations run on thin margins, AWS delivers high profitability and ... Read More

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GeoPark Limited (GPRK): A Deep Value Energy Play?

The Acquirer"s Multiple® ·

2025/08/29

As part of our ongoing series here 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: GeoPark Limited (GPRK) GeoPark is a Latin America-focused independent oil and gas exploration and ... Read More

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Weekly Investing Roundup – News, Podcasts,...

The Acquirer"s Multiple® ·

2025/08/29

This week’s best investing news: Tom Gayner – Is this Company a ‘Little Berkshire Hathaway’? Its CEO Weighs In. (Barron’s) Howard Marks: 79 Years of Investing Wisdom in 55 Minutes (MFM) Berkshire raises stake in Japan’s Mitsubishi above 10% (Reuters) Cliff Asness Interview (Carson) Jim Chanos on Crypto, AI, and Casino Capitalism (INET) Warren Buffett ... Read More

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Value’s Resurgence: A Strong But Selective Rally

The Acquirer"s Multiple® ·

2025/08/28

While one month does not define a long-term trend, the data is too significant to ignore. It does not, however, signal a straightforward revolution. Instead, it points to a maturation of the bull market, where investors are beginning to look beyond the obvious winners for opportunity. This selective shift is ... Read More

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VALUE: After Hours (S07 E28): Ben Kizemchuk on fiscal...

The Acquirer"s Multiple® ·

2025/08/28

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Ben Kizemchuk discuss: Ben’s Clientele: From Lawyers to Crypto Bros Understanding the Four Fs Framework Fiscal Dominance: Government Spending Takes Control Financial Repression: Managing Debt Through Low Rates Passive Flows and the Rise of Mega-Cap ... Read More

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1,354 results