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The Two Outcomes Every Put Seller Must UnderstandDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Two Outcomes Every Put Seller Must Understand. Here’s an excerpt f…
Smart Money Is Buying LKQ Corp (LKQ)According to the most recent reported 13F filings, institutional investors continued to show notable buying interest in LKQ Corp (LKQ), with several respected value investors, q…
AI Needs Trillions In Infrastructure SpendingDuring their recent episode, Taylor, Carlisle, and John Love discussed AI Needs Trillions In Infrastructure Spending. Here’s an excerpt from the episode: And Chris put some numb…- Buffett-Style Options: Our Puts Got Assigned on Amazon — Here’s Exactly What We Did NextDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: Our Puts Got Assigned On Amazon — Here’s Exactly What We Did Next The…
Jeremy Grantham’s Latest Portfolio: Microsoft, Alphabet Dominate GMO HoldingsJeremy Grantham reported an equity portfolio valued at approximately $39.10 billion in the latest quarter, reflecting GMO’s long-standing focus on high-quality businesses with d…- VALUE: After Hours (S08 E21): Is Copper the New Oil? USCF’s John Love on the Metal Fueling the EV and AI RevolutionsDuring their recent episode, Taylor, Carlisle, and John Love discussed: AI Needs Trillions In Infrastructure Spending Is Natural Gas The Next AI Trade? Is AI Creating A New Comm…
Weekly Investing Roundup – News, Podcasts, Interviews (06/19/2026)This week’s best investing news: Seth Klarman: “This Is a Bubble” | The Legendary Investor’s Brutal AI Warning (iConnections) Mohnish Pabrai – Go From $10k to $1M in 3 Years Wit…
How Volatility Creates Opportunities in Meta, Visa, and MastercardDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Volatility Creates Opportunities in Meta, Visa, and Mastercard. He…
Amazon.com Inc (AMZN): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc.. Profile Amazon is one of the largest e-commerce, cloud c…- The Value Investor’s Options Secret: Focus on Outcomes, Not GreeksDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Value Investor’s Options Secret: Focus on Outcomes, Not Greeks. He…
H&R Block (HRB): A Cash-Generating Value Stock Hiding in Plain SightAs 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…
Why Small-Cap Value Stocks Are Being Ignored Right NowDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Small-Cap Value Stocks Are Being Ignored Right Now. Here’s an excerpt from the episode: [Ross] Th…- How Time Decay Works in Favor of Option SellersDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Time Decay Works in Favor of Option Sellers. Here’s an excerpt fro…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to highlight a market where investor attention remains heavily focused on artificial intelligence and high-growth tec…- The Hidden Risk Behind Today’s AI Stock BoomDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The Hidden Risk Behind Today’s AI Stock Boom. Here’s an excerpt from the episode: [Ross] But now you’…
- Forget the Greeks: The Only 2 Factors That Matter in Options InvestingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Forget the Greeks: The Only 2 Factors That Matter in Options Investing…
Smart Money Is Buying Netflix Inc (NFLX)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Netflix Inc (NFLX), with several prominent hedge funds, qu…- Why Value Investors Keep Missing the Market’s Biggest WinnersDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Value Investors Keep Missing the Market’s Biggest Winners. Here’s an excerpt from the episode: [R…