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VALUE: After Hours (S07 E38): The Chipmunk Analogy:...

The Acquirer"s Multiple® ·

2025/11/06

During their recent episode, Taylor, Carlisle, and Adam Wilk discussed The Chipmunk Analogy: Reputation, Risk, and Survival. Here’s an excerpt from the episode: Jake: [chuckles] All right. Well, we are back with fan favorite animal themed episode. And this time, it’s chipmunks. I’m sure you’re thinking, well, Alvin, Simon and ... Read More

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Howard Marks: U.S Learning to Live With a Real Rival

The Acquirer"s Multiple® ·

2025/11/04

In his recent CNBC conversation Howard Marks reflected on a global landscape defined by rapid change and growing unpredictability. As he put it, “the global landscape is in transition.” What once felt like small policy differences between leaders has become far more consequential. “If we thought in the past the ... Read More

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Energy and Financials Lead This Week’s Deep-Value Screen

The Acquirer"s Multiple® ·

2025/11/04

Energy and Financials once again dominate the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads with an Acquirer’s Multiple (AM) of 2.4 and an extraordinary ~36.6% FCF yield, while Bank of New York Mellon (BK) continues to illustrate how cheap steady fee businesses have ... Read More

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VALUE: After Hours (S07 E38): APi Group (APG): A...

The Acquirer"s Multiple® ·

2025/11/04

During their recent episode, Taylor, Carlisle, and Adam Wilk discussed APi Group (APG): A Hidden Leader in Fire and Life Safety Services. Here’s an excerpt from the episode: Tobias: Just tell us a little bit about maybe the most interesting business that you have. Not necessarily the most undervalued, just ... Read More

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Dan Loeb: A “Compute-Constrained World” and New...

The Acquirer"s Multiple® ·

2025/11/04

Dan Loeb’s Third Quarter 2025 Investor Letter captures the measured optimism and caution that define his current outlook. He opened with a frank assessment: “During the Third Quarter, Third Point returned 3.2% net in the flagship Offshore Fund.” Yet, he acknowledged that “our performance for the quarter and year has ... Read More

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Visa (V) Q4 2025 Earnings: Revenue Up 12%, Full-Year...

The Acquirer"s Multiple® ·

2025/11/04

Visa Inc.’s fiscal Q4 2025 results highlighted “continued healthy consumer spending” that drove “net revenue up 12% to $10.7 billion.” For the full year, the company “delivered strong performance, with net revenue of $40 billion, up 11%, and broad-based growth across key metrics, underscoring the durability of our diverse business ... Read More

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VALUE: After Hours (S07 E38): Leon’s Furniture:...

The Acquirer"s Multiple® ·

2025/11/04

During their recent episode, Taylor, Carlisle, and Adam Wilk discussed Leon’s Furniture: Canada’s Durable Retail Giant. Here’s an excerpt from the episode: Tobias: Can you walk us through the furniture? Jake: That’s the one you pick? [laughter] Adam: Absolutely. Yeah. No, it’s interesting. It’s interesting. Tobias: I’ll tell you why ... Read More

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Berkshire Hathaway Q3 2025: Buffett’s Cash Fortress...

The Acquirer"s Multiple® ·

2025/11/03

Berkshire Hathaway entered the final stretch of 2025 with record liquidity, robust operating earnings, and its largest-ever move in the energy sector. The company reported that its “diverse group of businesses generated net operating cash flows of $34.8 billion” in the first nine months of the year, while “capital expenditures ... Read More

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Tesla, Inc. (NASDAQ: TSLA) Q3 2025 Earnings Call —...

The Acquirer"s Multiple® ·

2025/11/03

Elon Musk opened Tesla’s Q3 2025 earnings call by declaring that the company is “at a critical inflection point for Tesla and our strategy going forward as we bring AI into the real world.” He emphasized that “Tesla really is the leader in real-world AI,” adding, “No one can do ... Read More

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VALUE: After Hours (S07 E38): Small and microcap...

The Acquirer"s Multiple® ·

2025/11/03

During their recent episode, Taylor, Carlisle, and Adam Wilk discussed: Leon’s Furniture: Canada’s Durable Retail Giant APi Group (APG): A Hidden Leader in Fire and Life Safety Services The Chipmunk Analogy: Reputation, Risk, and Survival Small Cap Investing and Lessons from Scouting Greystone Capital’s Investment Philosophy Case Study: Natural Resource ... Read More

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Meta Platforms, Inc. (META): Our Calculation of...

The Acquirer"s Multiple® ·

2025/10/30

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META). Profile Meta Platforms is the world’s leading social technology company, operating a family of apps including Facebook, Instagram, WhatsApp, and Messenger, alongside its emerging virtual and augmented ... Read More

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

The Acquirer"s Multiple® ·

2025/10/30

This week’s best investing news: Howard Marks Memo: A Look Under the Hood (OakTree) Cliff Asness on Factor Investing and the History of Financial Economics (Hoover) Ray Dalio: Market is showing signs of a bubble (CNBC) The Rise of Alternatives (Verdad) A Conversation With Ken Griffin (Citadel) Paul Tudor Jones: ... Read More

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Global Ship Lease (GSL): Compelling Deep-value...

The Acquirer"s Multiple® ·

2025/10/30

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 Global Ship Lease, Inc. (GSL) — a containership charter owner with long-term, fixed-rate contracts providing ... Read More

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VALUE: After Hours (S07 E37): Give Yourself a Longer...

The Acquirer"s Multiple® ·

2025/10/30

During their recent episode, Taylor, Carlisle, and Luca Dell’Anna discussed Give Yourself a Longer Time Horizon—or Only Bad Options Remain. Here’s an excerpt from the episode: Luca: Yeah. So, I always make the example of imagining that one day a mafia guy comes to you, and he says, “I will ... Read More

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Ray Dalio Warns of High “Bubble Indicator” and Rising...

The Acquirer"s Multiple® ·

2025/10/29

Ray Dalio’s recent comments on CNBC reveal the depth of his concern about current market dynamics and the potential formation of another major bubble. “There’s a lot of bubble stuff going on,” he began, noting that his proprietary “bubble indicator is relatively high.” The measure, he explained, “has to do ... Read More

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Rob Olstein Trims Major Holdings in Tech,...

The Acquirer"s Multiple® ·

2025/10/29

In the most recent Q3 2025 13F, Rob Olstein’s Olstein Capital Management L.P. made a series of sizable reductions across its equity portfolio, signaling a disciplined repositioning after a strong market run. Known for his focus on intrinsic value, free cash flow, and accounting quality, Olstein appears to have trimmed ... Read More

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VALUE: After Hours (S07 E37): Reproducible Success...

The Acquirer"s Multiple® ·

2025/10/29

During their recent episode, Taylor, Carlisle, and Luca Dell’Anna discussed Reproducible Success vs. Luck-Driven Wins. Here’s an excerpt from the episode: Tobias: That’s what’s been holding me back so far. [chuckles] This is a related idea. But one of the ideas from Winning Long-Term Games, is this reproducible success strategies, ... Read More

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What Howard Marks Learned from a Pension Fund’s...

The Acquirer"s Multiple® ·

2025/10/29

In his Memo – A Look Under the Hood, Howard Marks reflects on the experience of sitting in with a state pension board and its consultant, describing it as “very informative for me,” and a reminder of how vital it is that investment decisions “are done explicitly and intelligently.” Marks ... Read More

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Energy and Financials Lead This Week’s Deep Value Screen

The Acquirer"s Multiple® ·

2025/10/29

Energy and Financials once again dominate the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads with a razor-thin Acquirer’s Multiple (AM) of 2.4 and a ~36.1% FCF yield, while Bank of New York Mellon (BK) even appears at an extraordinary 0.5 AM, reminding investors ... Read More

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VALUE: After Hours (S07 E37): Irreversible Losses...

The Acquirer"s Multiple® ·

2025/10/29

During their recent episode, Taylor, Carlisle, and Luca Dell’Anna discussed Irreversible Losses Absorb Future Gains. Here’s an excerpt from the episode: However, if you crunch the numbers, the real expected number of wins is only 0.64. And the reason why of this big difference, 2 versus 0.64, is survival, because ... Read More

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1,322 results