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The Acquirer"s Multiple®

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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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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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1,335 results