acquirersmultiple.com — Scour · Scour

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38 posts in the last 30 days

What Daniel Loeb’s Latest Letter Reveals About Market Risk and AI

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Bruce Berkowitz Portfolio Analysis: Top 10 Positions and High Conviction Bet

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VALUE: After Hours (S08 E13): Why Value Investing Still Works: The Case for Quality Compounders Over Net-Nets

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VALUE: After Hours (S08 E13): The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven Warning

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Top Superinvestors Are Buying Broadcom Inc. (AVGO)

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Howard Marks Warns Private Credit Faces a Crucial Test for Investors

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Prem Watsa Portfolio Analysis: Top 10 Positions and Key Changes

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VALUE: After Hours (S08 E13): Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha

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Visa Inc. (V): Our Calculation of Intrinsic Value

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Weekly Investing Roundup – News, Podcasts, Interviews (04/10/2026)

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Pilgrim’s Pride Corporation (PPC): Deep Value Poultry Producer

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VALUE: After Hours (S08 E12): Flying Taxis Are Closer Than You Think – Inside Joby Aviation’s Breakthrough

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Pzena: Value vs. Value-Light – Why Investors Are Leaving Returns on the Table

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Cliff Sosin’s Portfolio Revealed & His High-Conviction Bet

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VALUE: After Hours (S08 E12): Boeing Stock: Turnaround Opportunity or Value Trap?

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Jamie Dimon’s Annual Letter: Key Takeaways for Investors

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VALUE: After Hours (S08 E12): Why Amazon Is Still a Hidden Value Play

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Top Superinvestors Are Buying Progressive Corp (PGR)

acquirersmultiple.com·2w

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