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

The Acquirer"s Multiple® ·

2025/10/23

This week’s best investing news: Howard Marks: How I Mastered the Markets (Master Investor) Jim Chanos – Credit Markets Are Partying ‘Like It’s 1999,’ (Bloomberg) Bill Ackman: I wish we had a better relationship with China (CNBC) The Challenge of Diversification (Verdad) Ken Fisher – What Really Causes Inflation? (Fisher) Jamie ... Read More

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Why Abercrombie & Fitch (ANF) Could Be One of the...

The Acquirer"s Multiple® ·

2025/10/23

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 Abercrombie & Fitch Co. (ANF). Abercrombie & Fitch is a global specialty retailer offering casual ... Read More

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VALUE: After Hours (S07 E36): Engineers vs. Lawyers:...

The Acquirer"s Multiple® ·

2025/10/23

During their recent episode, Taylor, Carlisle, and Colin King discussed Engineers vs. Lawyers: Why China Builds and America Debates. Here’s an excerpt from the episode: Jake: I was just going to say, there’s an interesting book that came out recently on comparing China and the US. A lot of it ... Read More

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David Einhorn: Investors Are Confusing Innovation...

The Acquirer"s Multiple® ·

2025/10/22

In his Q3 2025 Greenlight Capital investor letter, Einhorn wrote that the funds “returned -3.6% in the third quarter of 2025, net of fees and expenses, compared to 8.1% for the S&P 500 index, bringing our year-to-date return to 0.4%, compared to 14.8% for the index.” He begins the letter ... Read More

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David Tepper Scales Back China Exposure and Sells Out...

The Acquirer"s Multiple® ·

2025/10/22

In the most recent 13F, David Tepper’s Appaloosa LP made a series of significant reductions across its equity portfolio. Known for his tactical macro positioning and opportunistic value approach, Tepper appears to have trimmed exposure to several high-growth and technology-linked names after strong runs, while consolidating capital into core holdings ... Read More

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VALUE: After Hours (S07 E36): Why the World Needs a...

The Acquirer"s Multiple® ·

2025/10/22

During their recent episode, Taylor, Carlisle, and Colin King discussed Why the World Needs a Little Bit of Crazy: Entrepreneurs, Elon Musk, and Creation. Here’s an excerpt from the episode: So, I was taking it as the world needs a little bit of crazy to be able to create and ... Read More

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Bill Ackman: The Power Of Superintelligence Is Worth...

The Acquirer"s Multiple® ·

2025/10/21

Bill Ackman’s remarks on CNBC offered a rare combination of pragmatism and optimism about America’s economic direction, government policy, and the transformative power of technology. “I wish we had a better relationship with China,” he said. “I think it’s really unfortunate that two of the most important powers in the ... Read More

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Energy and Financials Still Rule Deep Value

The Acquirer"s Multiple® ·

2025/10/21

Energy and Financials once again dominate the deep-value landscape. Synchrony Financial (SYF) leads the Financials, while Equinor (EQNR) and Petrobras (PBR) anchor the Energy complex with double-digit cash returns and disciplined balance sheets. From Synchrony (SYF) at an Acquirer’s Multiple (AM) of 2.5 with a striking ~37.9% FCF yield, to ... Read More

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VALUE: After Hours (S07 E36): How to Spot a Good...

The Acquirer"s Multiple® ·

2025/10/21

During their recent episode, Taylor, Carlisle, and Colin King discussed How to Spot a Good Private Acquisition: Paying Half of Revenue and Scaling Smart. Here’s an excerpt from the episode: So, if you were to include in your own comp in that multiple, it would be less attractive. But we ... Read More

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Mohnish Pabrai: The Holy Grail of Investing

The Acquirer"s Multiple® ·

2025/10/20

Mohnish Pabrai’s investment philosophy, as presented in The Pabrai Wagons Fund Presentation, revolves around patience, concentration, and buying quality businesses at fair or discounted prices. “We believe exceptional investment performance is usually the product of only a few great investments held for a very long time.” This echoes his mentor ... Read More

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Why Top Investors Are Buying Caterpillar Inc. (CAT)

The Acquirer"s Multiple® ·

2025/10/20

According to their latest 13F filings, institutional investors made a series of notable moves in Caterpillar Inc. (CAT), signaling continued confidence in the industrial giant’s strong earnings power, pricing discipline, and infrastructure exposure. Caterpillar’s position as a bellwether for global economic activity continues to attract long-term value investors seeking durable ... Read More

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VALUE: After Hours (S07 E36): Return on Headache: The...

The Acquirer"s Multiple® ·

2025/10/20

During their recent episode, Taylor, Carlisle, and Colin King discussed Return on Headache: The Hidden Metric in Small Business Investing. Here’s an excerpt from the episode: Colin: I can’t claim this term, but someone along the way mentioned the term return on headache to me, and that was just so ... Read More

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Howard Marks: Market Timing Is The Hardest Thing In...

The Acquirer"s Multiple® ·

2025/10/20

Howard Marks joined the Master Investor Podcast to reflect on markets, cycles, and the principles that have guided his fifty-six-year career. He began by quoting Warren Buffett: “The less prudence with which others conduct their affairs, the greater the prudence with which we must conduct our own affairs.” Marks warned ... Read More

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Bruce Berkowitz’s Top 5 Positions Represent 99.32% Of...

The Acquirer"s Multiple® ·

2025/10/20

In the most recent 13F, Bruce Berkowitz’s Fairholme Capital Management LLC reported a portfolio valued at $1.23 billion, with the top five holdings making up an exceptionally concentrated 99.32% of total assets. Berkowitz, a long-time deep-value investor, continues to focus on a handful of high-conviction bets—particularly in companies with tangible ... Read More

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VALUE: After Hours (S07 E36): SMB Acquirer Colin King...

The Acquirer"s Multiple® ·

2025/10/20

During their recent episode, Taylor, Carlisle, and Colin King discussed: Return on Headache: The Hidden Metric in Small Business Investing How to Spot a Good Private Acquisition: Paying Half of Revenue and Scaling Smart Why the World Needs a Little Bit of Crazy: Entrepreneurs, Elon Musk, and Creation Engineers vs. ... Read More

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PepsiCo, Inc. (PEP): Our Calculation of Intrinsic Value

The Acquirer"s Multiple® ·

2025/10/16

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: PepsiCo, Inc. (PEP). Profile PepsiCo is a global leader in beverages and convenient foods, with iconic brands such as Pepsi, Gatorade, Lay’s, and Quaker. Its vast distribution network and diversified portfolio ... Read More

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

The Acquirer"s Multiple® ·

2025/10/16

This week’s best investing news: Howard Marks: Valuations right now are high, but not crazy (CNBC) Bill Ackman – Evolving Investment Playbook, From MBIA to Moats (VIWL) Howard Marks: The Best of . . . (OakTree) Opposing Ideas (Verdad) Ariel Chairman & Co-CEO John Rogers Talks Small Value Companies (Bloomberg) ... Read More

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Greenland Technologies (GTEC): Deeply Undervalued EV...

The Acquirer"s Multiple® ·

2025/10/16

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 Greenland Technologies Holding Corp (GTEC). Greenland Technologies designs, develops, and manufactures drivetrain systems and electric ... Read More

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VALUE: After Hours (S07 E35): Why Writing Down Your...

The Acquirer"s Multiple® ·

2025/10/16

During their recent episode, Taylor and Carlisle were joined by Justin Carbonneau, Jack Forehand, and Matt Zeigler. They discussed: Why Writing Down Your Thoughts Makes You a Smarter Investor. Jack: Yeah. So, my initial reaction we had this idea, was that I need to suck up to the host. That’s ... Read More

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John Rogers: The Enduring Value Of Small And Midcap...

The Acquirer"s Multiple® ·

2025/10/15

John Rogers, co-founder and chairman of Ariel Investments, spoke with Bloomberg about the shifting market landscape and the enduring value of small and midcap investing. “We’re still finding ideas in the small value space. You know they really have been ignored. They’re kind of the ugly ducklings when you compare ... Read More

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