In a recent interview with The Investor’s Podcast, Guy Spier opened up about his philosophy—not just on investing, but on life. “I am alive,” he began with a smile, “and I’m glad to be on a podcast with you.”| The Acquirer's Multiple®
In a recent interview with SumZero, legendary value investor Monish Pabrai shared his thoughts on markets, leadership, and his unconventional bets on commodities.| The Acquirer's Multiple®
Prem Watsa’s top 5 U.S.-listed equity positions, as disclosed in his latest 13F filing, make up an outsized 70.81% of that portfolio — reflecting a conviction-driven strategy anchored in deep value, hard assets, and long-term compounding. His largest U.S. holding, Orla Mining Ltd (ORLA), alone comprises over 28%. Below is a detailed breakdown of each of the top five positions, including holdings data and commentary.| The Acquirer's Multiple®
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss:| The Acquirer's Multiple®
As part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a retail powerhouse that continues to quietly deliver exceptional results — Costco Wholesale Corporation (COST).| The Acquirer's Multiple®
This week’s best investing news:| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Bear Case: What Happens When the Tailwinds Reverse. Here’s an excerpt from the episode:| The Acquirer's Multiple®
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.| The Acquirer's Multiple®
When Ken Griffin reflects on his earliest trading days—wiring a satellite dish onto his Harvard dorm roof—he says it was driven by “a background in software engineering, passion for mathematics, and a real interest in how to use those skills in the realm of finance.” That combination of curiosity, risk appetite, and technical rigor laid the groundwork for what would become Citadel, now one of the most profitable hedge funds in history.| The Acquirer's Multiple®
During his recent interview with The Bull of Wall Street Podcast, Cliff Asness explained why he is still placing his chips on value—albeit a more evolved version of it. “The value factor as quants and academics call it… is very incomplete,” he admits. “It drives non-quants crazy that quants call something like, at its simplest, price to book… value.”| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed Why the Bull Case Was So Powerful. Here’s an excerpt from the episode:| The Acquirer's Multiple®
According to the latest – S&P Dow Jones U.S. Index Dashboard – June 2025, U.S. equities posted a strong recovery in the second quarter of 2025. The S&P 500 surged nearly 11% during the quarter, setting a new all-time high at the end of June.| The Acquirer's Multiple®
Let’s be honest – the current U.S market is obsessed with AI hype and nosebleed valuations. Yet while others chase momentum, Tweedy Browne’s Thomas Shrager and Jay Hill keep their feet firmly planted in value investing’s time-tested principles. Their strategy cuts through the noise: uncover fundamentally sound companies trading at sensible prices, then let the magic of compounding work.| The Acquirer's Multiple®
In this interview with The Deal, Ray Dalio, the founder of Bridgewater Associates and a titan of the investment world, distills his philosophy into a framework of timeless principles. His approach, rooted in pattern recognition and radical transparency, offers invaluable lessons for investors navigating volatile markets.| The Acquirer's Multiple®
This week’s screener features a broad mix of industries, with notable strength in Integrated Oil & Gas, Metal Mining, Telecommunications, and Healthcare. Market performance is mixed, with some sectors showing robust fundamentals (high FCF yields, strong expected returns) while others face volatility due to macroeconomic pressures.| The Acquirer's Multiple®
During their recent episode, Taylor, Carlisle, and Dave Collum discussed The Case-Shiller PE and Valuation Distortions. Here’s an excerpt from the episode:| The Acquirer's Multiple®
In The Money Game, George Goodman (writing under the pseudonym “Adam Smith”) strips away the illusions of Wall Street with wit and psychological insight. The book isn’t a traditional guide to investing—it’s a sharp, philosophical, and often humorous exploration of why investors behave the way they do. Goodman opens with a powerful premise: “The world is not the way they tell you it is,” and this applies most acutely to the world of finance.| The Acquirer's Multiple®
During his recent interview with The Odd Lots Podcast, Jim Chanos had some interesting things to say about current market absurdities. On Bitcoin “treasury” companies, he’s said: “It’s rarely that I have to increase my personal security after a podcast… but I had to do after our last podcast together when I said some intemperate things about Bitcoin Treasury companies.”| The Acquirer's Multiple®
Taiwan Semiconductor (TSM) remains a critical player in the global semiconductor industry, serving as the backbone for tech giants with its advanced chip manufacturing capabilities. The company’s strategic importance, coupled with its technological leadership, attracts a wide range of investors, from value-oriented funds to growth-focused managers. This analysis examines recent portfolio adjustments by prominent investors.| The Acquirer's Multiple®
