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The Acquirer"s Multiple®

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Bill Nygren: How To Find Doubles

The Acquirer"s Multiple® ·

2025/11/24

In a recent discussion on CNBC, Bill Nygren of the Oakmark Fund detailed his disciplined investment approach, providing a clear window into the mind of a value manager. His fund’s top holdings include Alphabet, Citigroup, and Warner Brothers Discovery. While acknowledging the strength of a holding like Alphabet, Nygren explained ... Read More

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Buffett Goes Big on Alphabet: Full Breakdown of...

The Acquirer"s Multiple® ·

2025/11/24

The latest 13F from Berkshire Hathaway shows a characteristically concentrated — but unusually active — quarter for Warren Buffett. While Berkshire trimmed several long-held positions earlier in 2025, this filing reveals where capital actually flowed in. Much of the activity reflects classic Buffett behavior: doubling down on durable franchises, opportunistic ... Read More

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VALUE: After Hours (S07 E41): Jonathan Boyar on...

The Acquirer"s Multiple® ·

2025/11/24

During their recent episode, Taylor, Carlisle, and Jonathan Boyar discussed: How to Avoid Value Traps Before They Blow Up The Rise of Passive Investing Is Distorting Markets Why Asset-Heavy Businesses Are Undervalued — And How Investors Can Profit The Only Real Market Edge Left: Why Time Arbitrage Still Works HHH: ... Read More

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Costco Wholesale Corporation (COST): Our Calculation...

The Acquirer"s Multiple® ·

2025/11/20

Profile Costco Wholesale Corporation operates membership warehouses that offer branded and private-label products across a wide range of categories, including groceries, electronics, apparel, and household goods. Its low-margin, high-volume model enables it to deliver consistently strong sales growth and exceptional customer loyalty. With over 870 warehouses globally and an expanding ... Read More

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

The Acquirer"s Multiple® ·

2025/11/20

This week’s best investing news: Mohnish Pabrai – 5th European Value Investing Conference (Ivey) Howard Marks: “US Stocks Are ‘Worrisome” (MoneyTalk) Ray Dalio: We are definitely in a bubble, but that doesn’t mean you should sell (CNBC) 10 Things We Can Learn From Warren Buffett That Have Nothing to Do ... Read More

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Global Ship Lease (GSL): High-Yield Deep Value Play

The Acquirer"s Multiple® ·

2025/11/20

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. (NYSE: GSL). Global Ship Lease owns and charters a fleet of ... Read More

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VALUE: After Hours (S07 E40): AI As An Existential...

The Acquirer"s Multiple® ·

2025/11/20

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed AI As An Existential Crisis. Here’s an excerpt from the episode: Seth: There’re some financial shenanigans going on. What really backs that up, exactly what you just mentioned, Tobias, although I’d say it’s actually a little crazier, where these chips ... Read More

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Cliff Asness: Social Media Turns Wisdom of Crowds...

The Acquirer"s Multiple® ·

2025/11/19

In a conversation on the Odd Lots podcast, Cliff Asness of AQR Capital Management presented a compelling case for why modern markets may be increasingly prone to significant dislocations from fundamental value. His thesis, detailed in his piece “The Less Efficient Market Hypothesis,” points to structural shifts that challenge the ... Read More

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Rich Pzena Q3 2025: Baxter Surge and Magna Strength...

The Acquirer"s Multiple® ·

2025/11/19

Rich Pzena’s disciplined value approach remains firmly intact heading into late 2025. According to the latest 13F filing for the quarter ended September 30 2025, Pzena Investment Management LLC reported a total portfolio value of $30.94 billion. The fund’s top 10 positions account for 39.2 % of total assets, underscoring ... Read More

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VALUE: After Hours (S07 E40): The AI Paradox: Why...

The Acquirer"s Multiple® ·

2025/11/19

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value. Here’s an excerpt from the episode: What I feel that many are completely missing, is that $20 billion in revenue has a reciprocal cost. So, companies are ... Read More

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Howard Marks: There’s Much Less Than 100% Probability...

The Acquirer"s Multiple® ·

2025/11/18

In a recent interview with Global Money Talk, Howard Marks reflected on his 35 years of writing investment memos, beginning with a simple belief: “I thought I had an interesting story to tell.” That story, from his very first memo, highlighted a pension fund that achieved top performance through remarkable ... Read More

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Deep-Value Opportunities Dominate Energy, Financials,...

The Acquirer"s Multiple® ·

2025/11/18

This Week’s Deep-Value Landscape 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 2.3 and an extraordinary 38.4% free cash flow yield. Despite consistent profitability, conservative underwriting, and relentless buybacks, SYF ... Read More

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VALUE: After Hours (S07 E40): Why Apple and Microsoft...

The Acquirer"s Multiple® ·

2025/11/18

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued. Here’s an excerpt from the episode: There’s a few great examples right now. There’s probably a lot of great examples right now. Apple, Apple’s an awesome company. Two of ... Read More

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Mohnish Pabrai: “Shut the Brain Off” When You Own A...

The Acquirer"s Multiple® ·

2025/11/17

In his interview at the 5th European Value Investing Conference, Mohnish Pabrai championed a powerful, yet underutilized, strategy for success: shamelessly borrowing other people’s best ideas. He argues that a natural human aversion to cloning creates a significant edge for those willing to adopt it. “What I found is that ... Read More

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Palantir Q3 2025: Record Growth, 114% Rule of 40, and...

The Acquirer"s Multiple® ·

2025/11/17

In its strongest quarter ever, Palantir Technologies (NYSE: PLTR) delivered results that solidified its leadership in enterprise AI, combining record growth with historic profitability. For Q3 2025, revenue surged 63% year-over-year and 18% sequentially, driven by a 121% jump in U.S. commercial business, while the company achieved a Rule of ... Read More

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VALUE: After Hours (S07 E40): The Passive Investing...

The Acquirer"s Multiple® ·

2025/11/17

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed The Passive Investing Problem No One Talks About: Hidden Risk. Here’s an excerpt from the episode: Seth: Yes. Which one matters more? I would argue that risk in the long run matters more, because that money matters. People have forgotten ... Read More

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David Abrams Top 5 Positions Represent 80% Of The...

The Acquirer"s Multiple® ·

2025/11/17

In the most recent 13F filing, Abrams Capital Management, L.P. (David Abrams) reported a portfolio valued at $6.17 billion, dominated by just five holdings that together account for nearly 80 % of total assets. Abrams, a protégé of Seth Klarman, has long favored extreme concentration in durable, cash-rich businesses. His ... Read More

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VALUE: After Hours (S07 E40): Running Oak’s Seth...

The Acquirer"s Multiple® ·

2025/11/17

During their recent episode, Taylor, Carlisle, and Seth Cogswell discussed: The Passive Investing Problem No One Talks About: Hidden Risk Why Apple and Microsoft Could Fall 50–70% and Still Be Overvalued The AI Paradox: Why Tech Burns Cash While Other Sectors Capture the Value AI As An Existential Crisis The ... Read More

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

The Acquirer"s Multiple® ·

2025/11/13

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.com is one of the world’s largest technology and retail platforms, operating through its North America, International, and AWS segments. The company dominates global e-commerce, cloud computing, ... Read More

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

The Acquirer"s Multiple® ·

2025/11/13

This week’s best investing news: Berkshire Hathaway – Press Release – I’m Going Quiet (BH) Berkshire Hathaway – Press Release – It’s Not Me (BH) ‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings (CNBC) Cliss Asness Says Markets ‘Gives Me Some Nerves’ (Bloomberg) Ray Dalio – ... Read More

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1,322 results