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Buffett-Style Options: Why Trying to Time the Market Is Costing You Money (Do This Instead)During 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 Investin…
Prem Watsa’s Latest Stock Portfolio: Fairfax’s Biggest Buys and SellsFAIRFAX FINANCIAL HOLDINGS LTD/CAN (Prem Watsa) reported an equity portfolio valued at approximately $1.94 billion in the latest reported quarter, reflecting Prem Watsa’s value-…
VALUE: After Hours (S08 E20): The Stock Market Is Rewarding the Wrong Companies Right Now — Here’s the MathDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed: The Stock Market Is Rewarding the Wrong Companies Right Now The Hidden Risk Behind Today’s AI Stock …
Weekly Investing Roundup – News, Podcasts, Interviews (06/12/2026)This week’s best investing news: Bill Ackman: Here’s What the Market is Missing (AIP) AI Bubble Will Burst Eventually Says Bridgewater’s Ray Dalio (Bloomberg) The Flip Side (Oak…
Where Value Investors Are Finding Opportunity TodayDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Where Value Investors Are Finding Opportunity Today. Here’s an excerpt…
Apple Inc (AAPL): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Apple Inc. (AAPL). Profile Apple is one of the largest technology companie…
Berkshire Hathaway’s $10 Billion Google Bet ExplainedDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Berkshire Hathaway’s $10 Billion Google Bet Explained. Here’s an excerpt from the ep…- The SpaceX Valuation Debate: Worth It or Too Expensive?During their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The SpaceX Valuation Debate: Worth It or Too Expensive?. Here’s an excerpt from the episode: [Tobias]…
- Why Selling Cash-Secured Puts Can Reduce Investment RiskDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Why Selling Cash-Secured Puts Can Reduce Investment Risk. Here’s an ex…
Bath & Body Works Inc (BBWI): Deeply Undervalued Consumer Discretionary 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…- Why Walmart Mexico Looks Better Than WalmartDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Why Walmart Mexico Looks Better Than Walmart. Here’s an excerpt from the episode: An…
- The Buffett-Style Options Strategy: Get Paid While You WaitDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Buffett-Style Options Strategy: Get Paid While You Wait. Here’s an…
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 concentrated on artificial intelligence, software, and…- The AI Investment Opportunity Most Investors Are MissingDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The AI Investment Opportunity Most Investors Are Missing. Here’s an excerpt from the…
- How Individual Investors Can Replicate Berkshire’s Google DealDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Individual Investors Can Replicate Berkshire’s Google Deal. Here’s…
Smart Money Is Buying Broadcom Inc. (AVGO)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Broadcom Inc. (AVGO), with several prominent hedge funds, …- The Secret Warren Buffett Principle Still Used TodayDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The Secret Warren Buffett Principle Still Used Today. Here’s an excerpt from the epi…
- Buffett-Style Options: The $80 Billion Handshake: Getting Into Google Cheaper Than BerkshireDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: Why Berkshire Hathaway Just Invested $10 Billion In Google How Indivi…