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The Acquirer’s Multiple

The Acquirer’s Multiple

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Deep value philosophy and screens; contrarian equity investing insights.

Recent Posts

Why Guy Spier Is Returning Capital—And What It Means for Investors
News•Feb 25, 2026

Why Guy Spier Is Returning Capital—And What It Means for Investors

Guy Spier announced he is returning outside capital, citing health concerns rather than performance or market timing. He frames the decision as a fiduciary duty to treat investors’ money with utmost seriousness. The letter underscores liquidity discipline, a preference for concentrated, conviction‑driven portfolios, and a rejection of asset gathering as an end in itself. Spier reiterates his long‑term, patient value‑investing philosophy, reminding investors that ending a career on a high note preserves credibility.

By The Acquirer’s Multiple
Lee Ainslie: Concentrating Capital in AI Leaders While Pruning Legacy Positions
News•Feb 25, 2026

Lee Ainslie: Concentrating Capital in AI Leaders While Pruning Legacy Positions

Maverick Capital reported a $9.3 billion equity portfolio, with the top ten holdings accounting for roughly 44% of assets. The fund’s biggest positions are concentrated in AI infrastructure and semiconductor leaders such as Nvidia, Microsoft, Amazon, TSMC and Applied Materials. At...

By The Acquirer’s Multiple
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
News•Feb 25, 2026

This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen

The Acquirer’s Multiple® Large‑Cap screen highlights a persistent valuation gap where capital‑intensive cyclicals, commodity‑linked firms, and financials trade at deep discounts despite solid operating income and free‑cash‑flow generation. Energy giants like Equinor and Petrobras, steel producer ArcelorMittal, and banks such...

By The Acquirer’s Multiple
Mario Gabelli: Value Investing Ideas for 2026
News•Feb 24, 2026

Mario Gabelli: Value Investing Ideas for 2026

Mario Gabelli highlighted at the Barron’s Roundtable 2026 that value investors should target mispriced experiential assets such as media, sports franchises, and entertainment companies. He cited Madison Square Garden Sports as trading at roughly half its calculated intrinsic value and...

By The Acquirer’s Multiple
Top Superinvestors Are Buying Linde Plc (LIN)
News•Feb 24, 2026

Top Superinvestors Are Buying Linde Plc (LIN)

Recent 13F filings show several top hedge funds and institutional managers expanding their stakes in Linde plc, underscoring confidence in the industrial gases leader. AQR Capital more than doubled its holding to roughly 430,000 shares, while Point72 and Gotham also...

By The Acquirer’s Multiple