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VALUE: After Hours (S08 E18): Using Options To Build Margin Of Safety Into InvestmentsDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Using Options To Build Margin Of Safety Into Investments. Here’s an excerpt from the episode: [Tim] Then …
Howard Marks Says AI Progress Is Outpacing Society’s Ability To AdjustInvestor enthusiasm surrounding artificial intelligence, passive investing, and perpetual technological disruption continues to dominate market psychology. Yet beneath the optim…
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 increasingly divided between expensive narrative-driven growth and deeply discounted cash-gener…- VALUE: After Hours (S08 E18): Cash-Secured Puts Explained: How Buffett Used Options To Lower His Entry PriceDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed Cash-Secured Puts Explained: How Buffett Used Options To Lower His Entry Price. Here’s an excerpt from th…
Jeremy Grantham Says AI Euphoria Is Fueling Dangerous Market ExcessInvestor optimism surrounding artificial intelligence, resilient earnings, and perpetual multiple expansion continues to dominate market psychology. Yet beneath the enthusiasm, …
Smart Money Is Buying Avantor Inc. (AVTR)According to the most recent reported 13F filings, institutional investors showed constructive and increasingly broad buying interest in Avantor Inc. (AVTR), with activity led b…- VALUE: After Hours (S08 E18): How Value Investors Use Options To Generate Income And Buy Stocks At Lower PricesDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed How Value Investors Use Options To Generate Income And Buy Stocks At Lower Prices. Here’s an excerpt from…
AQR’s Cliff Asness Says Investors Are Repeating Dot-Com Era MistakesInvestors continue to navigate a market environment defined by elevated valuations, concentrated leadership, and growing confidence that technological change can justify almost …- VALUE: After Hours (S08 E18): Value Investing with Options: Selling Puts to Buy Wonderful Businesses at Better PricesDuring their recent episode, Taylor, Carlisle, and Tim Travis discussed: How Value Investors Use Options To Generate Income And Buy Stocks At Lower Prices Cash-Secured Puts Expl…
Greg Abel’s Berkshire Hathaway Portfolio: Biggest Buys, Sells, And Top Holdings RevealedBerkshire Hathaway reported an equity portfolio of approximately $263.1 billion in the latest reported quarter, reflecting Greg Abel’s growing influence alongside the long-stand…
American Express (AXP): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: American Express (AXP). Profile American Express is a global payments and …
Weekly Investing Roundup – News, Podcasts, Interviews (05/22/2026)This week’s best investing news: David Einhorn pitches at Sohn Investment Conference 2026 (Sohn) Ray Dalio: Long Island University Commencement Speech (RD) Priced for Perfection…
Nutex Health Inc. (NUTX) — Deeply Undervalued Healthcare Services and Technology 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…
VALUE: After Hours (S08 E17): Why Market Flows Are Distorting ValuationsDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed Why Market Flows Are Distorting Valuations. Here’s an excerpt from the episode: [J…
Jim Chanos Says Investors Are Confusing Cyclical AI Earnings With Permanent GrowthArtificial intelligence spending, record-breaking capital expenditure plans, and increasingly aggressive valuation assumptions have created a market environment where investor e…
Buffett-Style Options: How Buffett Turns Options Into a ‘Can’t Lose’ SetupMarkets remain heavily focused on momentum, AI narratives, and short-term price action, but beneath the surface a growing number of investors are revisiting more conservative st…- VALUE: After Hours (S08 E17): Big Tech Buybacks May Be Destroying Shareholder ValueDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed Big Tech Buybacks May Be Destroying Shareholder Value. Here’s an excerpt from the …
Mohnish Pabrai Says Technology Is Overrated In InvestingArtificial intelligence, venture capital optimism, and the pursuit of rapid financial outcomes continue to dominate investor thinking. Across both public and private markets, ca…