Blog
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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 highlight a market increasingly divided between expensive narrative-driven growth and deeply discounted cash-gener…
VALUE: After Hours (S08 E17): How Insider Buying Can Reveal Undervalued StocksDuring their recent episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed How Insider Buying Can Reveal Undervalued Stocks. Here’s an excerpt from th…
Jeremy Grantham: Fast Forward A Few Years, Everybody Is Doing AI, Aren’t They?Artificial intelligence spending, concentrated market leadership, and relentless momentum in mega-cap technology stocks continue to dominate investor attention. ‘ The belief tha…
Smart Money Is Buying Owens Corning (OC)According to the most recent reported 13F filings, institutional investors showed selective buying interest in Owens Corning (OC), with activity led by quantitative firms, value…- VALUE: After Hours (S08 E17): AI Fear Is Creating New OpportunitiesDuring their recent episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed AI Fear Is Creating New Opportunities. Here’s an excerpt from the episode: …
David Einhorn Says Market Is Ignoring Deep Value Opportunities In Transitioning BusinessesMarkets continue to reward momentum, thematic narratives, and perceived certainty, while many businesses undergoing difficult transitions remain deeply discounted. At the recent…
Seth Klarman’s Top Holdings, Trades & Investment StrategyBaupost Group LLC reported an equity portfolio of approximately $5.12 billion in the latest reported quarter, continuing Seth Klarman’s long-standing value-oriented investment a…- VALUE: After Hours (S08 E17): Tweedy Browne’s John Spears And Jay Hill On Value Investing And Insider BuyingDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed: AI Fear Is Creating New Opportunities How Insider Buying Can Reveal Undervalued S…
Merck & Co. (MRK): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Merck & Co. (MRK). Profile Merck & Co. is one of the world’s leading globa…
Weekly Investing Roundup – News, Podcasts, Interviews (05/15/2026)This week’s best investing news: Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’ (CNBC) David Einhorn: Looking for misunderstood stocks …
Undervalued LNG Carrier: Dynagas LNG Partners LP (DLNG)As 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 E16): Could AI Become a Threat to Berkshire Hathaway’s Business Model?During their recent episode, Taylor, Carlisle, and Adam Mead discussed Could AI Become a Threat to Berkshire Hathaway’s Business Model?. Here’s an excerpt from the episode: [Tob…
Buffett-Style Options: The Put Option Strategy That Built Berkshire’s Biggest DealInvestors have long associated Warren Buffett with buying great businesses and holding them for decades. Less discussed, however, is Buffett’s long history of using conservative…
Ray Dalio Says America’s Debt Crisis Is Following Historic PatternsInvestors are navigating an environment increasingly defined by rising debt levels, geopolitical tensions, widening political divisions, and rapid technological change. While ma…
Rob Vinall’s (RV CAPITAL) Top Holdings, Trades & Investment StrategyRV Capital AG reported an equity portfolio of approximately $429.5 million in the latest reported quarter, reflecting founder Rob Vinall’s highly concentrated, long-term investm…- VALUE: After Hours (S08 E16): Why EBITDA Is the ‘Instagram Filter’ of FinanceDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Why EBITDA Is the ‘Instagram Filter’ of Finance. Here’s an excerpt from the episode: [Jake] All right. So …
Tom Russo On Berkshire Hathaway And The Power Of Long-Term ThinkingMarkets increasingly reward speed, immediacy, and narrative momentum. Capital rotates rapidly between themes, while institutional pressure often forces companies and investors t…- This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around financials, energy, industrial cyclicals, housing-related businesses, and a broad group of mature c…