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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…
Is Value Investing Broken?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Is Value Investing Broken? Here’s an excerpt from the episode: [Meb] Well, you know, it can’t be fundament…
Why Adobe Could Be One of the Cheapest Quality Stocks TodayDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Adobe Could Be One of the Cheapest Quality Stocks Today. Here’s …
Smart Money is Buying Eli Lilly & Co. (LLY)According to the most recent reported 13F filings, institutional investors showed notable buying activity in Eli Lilly & Co. (LLY), with several prominent quantitative managers,…- Meme Stocks, Gambling, and America’s Risk-Taking CultureDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed Meme Stocks, Gambling, and America’s Risk-Taking Culture. Here’s an excerpt from the episode: [Meb] Yeah, …
- Value Options: AI Stocks Crashed. Software Just Quietly Took Over.During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed: Why Salesforce May Be Safer From AI Than Investors Think Why Adobe …
Alex Roepers’ $171.7M Portfolio: Top 10 HoldingsAlex Roepers reported an equity portfolio valued at approximately $171.66 million in the latest reported quarter, continuing the concentrated value investing approach that has l…- VALUE: After Hours (S08 E24): The Entire History of Wall Street, Decade by Decade | Meb FaberDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed: Why Meb Faber Wrote Investing in America: The Story of a 250-Year Bull Market Meme Stocks, Gambling, and …
Weekly Investing Roundup – News, Podcasts, Interviews (07/31/2026)This week’s best investing news: Berkshire Hathaway Completes Acquisition of Taylor Morrison (BH) Pat Dorsey of Dorsey Asset Management: The Nuances of Investing in Moats (CA) C…
The Biggest Mistake Investors Make When Selling Put OptionsDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed The Biggest Mistake Investors Make When Selling Put Options. Here’s …
Visa Inc. (V): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Visa Inc. (V). Profile Visa is one of the world’s largest digital payments…
Is the AI Boom Changing the Semiconductor Cycle?During their recent episode, Taylor, Carlisle, and David Samra discussed Is the AI Boom Changing the Semiconductor Cycle? Here’s an excerpt from the episode: [David] First of al…- How This Uber Options Trade Creates a Cheaper Entry PriceDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How This Uber Options Trade Creates a Cheaper Entry Price. Here’s an…
NerdWallet, Inc. (NRDS): Deeply Undervalued Digital Personal Finance 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…- How Value Investors Use Financial Statements to Understand a BusinessDuring their recent episode, Taylor, Carlisle, and David Samra discussed How Value Investors Use Financial Statements to Understand a Business. Here’s an excerpt from the episod…
- Could Uber Be a Long-Term Winner in the Robotaxi Revolution?During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Could Uber Be a Long-Term Winner in the Robotaxi Revolution? Here’s …
- 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 wide range of industries, despite ongoing investor enthusiasm for …
- Four Rules for Finding Undervalued StocksDuring their recent episode, Taylor, Carlisle, and David Samra discussed Four Rules for Finding Undervalued Stocks. Here’s an excerpt from the episode: [David] Sure. We are valu…