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Mastercard Incorporated (MA): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Mastercard Incorporated (MA). Profile Mastercard is one of the world’s lar…
What Most Investors Get Wrong About Micro-Cap CompaniesDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed What Most Investors Get Wrong About Micro-Cap Companies. Here’s an excerpt from the episode: [Tobias] W…
Shutterstock Inc. (SSTK): Deeply Undervalued Digital Content MarketplaceAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…- How To Find Great Micro-Cap StocksDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed How To Find Great Micro-Cap Stocks. Here’s an excerpt from the episode: [Ralph] Yeah. And I will be a l…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, despite ongoing investor enthusiasm for…- Armanino Foods: The Micro-Cap Hidden GemDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed Armanino Foods: The Micro-Cap Hidden Gem. Here’s an excerpt from the episode: [Ralph] Yeah, yeah. The r…
Smart Money is Buying Sunbelt Rentals Holdings (SUNB)According to the most recent reported 13F filings, institutional investors showed notable buying activity in Sunbelt Rentals Holdings (SUNB), with several prominent value invest…- The Parks America Turnaround: Fixing a Mismanaged BusinessDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed The Parks America Turnaround: Fixing a Mismanaged Business. Here’s an excerpt from the episode: [Ralph]…
Ed Wachenheim $8.66 Billion Portfolio, Top 10 PositionsEd Wachenheim reported an equity portfolio valued at approximately $8.66 billion in the latest reported quarter, continuing the highly concentrated, classic value investing appr…- VALUE: After Hours (S08 E25): Micro Cap Activism: Buying a Stake in a Company Nobody Else Wants – Ralph MolinaDuring their recent episode, Taylor, Carlisle, and Ralph Molina discussed: How Ralph Molina Became a Small-Cap Activist Investor The Parks America Turnaround: Fixing a Mismanage…
Weekly Investing Roundup – News, Podcasts, Interviews (08/07/2026)This week’s best investing news: Mohnish Pabrai’s Brutally Honest Thoughts on the Stock Market (New Money) Why Bill Ackman Gives Pershing Square Cleaning Crew Millions in Equity…
How Cash-Secured Puts Create a Margin of SafetyDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How Cash-Secured Puts Create a Margin of Safety. Here’s an excerpt f…
Micron Technology, Inc. (MU): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Micron Technology, Inc. (MU). Profile Micron Technology is one of the worl…
Where Are The Best Opportunities Today?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Where Are The Best Opportunities Today? Here’s an excerpt from the episode: [Meb] I really wanted to add a…- Why Diversification Matters in Options InvestingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Diversification Matters in Options Investing. Here’s an excerpt …
Embecta Corp. (EMBC): Deeply Undervalued Global Medical Device CompanyAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…- Are T-Bills Better Than Bonds Right Now?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Are T-Bills Better Than Bonds Right Now? Here’s an excerpt from the episode: [Meb] I have a lot of non-con…
- 26 Winning Trades Out of 28—What’s Driving the Results?During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed 26 Winning Trades Out of 28—What’s Driving the Results? Here’s an ex…