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VALUE: After Hours (S08 E14): Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the CrisisDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Oil Prices, Iran War & Airline Stocks: How Chris Bloomstran Is Investing the Crisis. Here’s an exce…
Pat Dorsey Explains How to Find Companies With Real MoatsPat Dorsey’s latest interview with The Long View Podcast offered a useful reminder that durable investing frameworks do not depend on novelty. They depend on asking better quest…
Tom Russo’s Investing Style: Global Brands, Quality Compounders, Long-Term ValueTom Russo’s Gardner Russo & Quinn LLC reported an equity portfolio of approximately $9.26 billion in the latest reported quarter, continuing to reflect Russo’s long-standing phi…- VALUE: After Hours (S08 E14): Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption RisksDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Are SaaS Stocks Finally Cheap? ServiceNow, Adobe & AI Disruption Risks. Here’s an excerpt from the …
Howard Marks on Avoiding Losers and Building Wealth ConsistentlyMarkets rarely ring a bell before sentiment turns. They drift upward on comfort, then wobble when assumptions meet friction. During his recent interview with the Wharton School,…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in financials, energy producers, housing-related cyclicals, and a wider group of mature cash-generative bu…- VALUE: After Hours (S08 E14): Where Value Investors Are Finding Cheap Stocks in 2026During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Where Value Investors Are Finding Cheap Stocks in 2026. Here’s an excerpt from the episode: [Chris]…
Jeremy Grantham’s Latest Market Outlook: Valuations, Risk and OpportunityInvestors keep searching for a formula that excuses paying any price for popular assets. During his recent interview on The Master Investor Podcast, Jeremy Grantham offers a col…
Smart Money is Buying Baxter International Inc. (BAX)According to the most recent 13F filings, institutional investors showed broad-based buying interest in Baxter International Inc. (BAX), with activity spanning value-oriented ma…- VALUE: After Hours (S08 E14): Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s ReturnsDuring their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns. Here’s an exce…
How Mohnish Pabrai’s Mental Models Can Improve Investment ReturnsInvestors spend endless hours hunting for complexity when many fortunes are built on simpler foundations. That is why Mohnish Pabrai’s remarks to Dakshana scholars deserve atten…
Inside Ed Wachenheim’s Portfolio: Why Greenhaven is Doubling Down on HomebuildersEd Wachenheim’s Greenhaven Associates Inc. reported an equity portfolio of approximately $6.07 billion in the latest reported quarter, continuing to reflect a disciplined, low-P…- VALUE: After Hours (S08 E14): Christopher Bloomstran on Warren Buffett, Berkshire Hathaway $BRK.B, $BLDR, $DECK, $ALK,During their recent episode, Taylor, Carlisle, and Chris Bloomstran discussed: Warren Buffett’s Greatest Achievement: The Math Behind Berkshire Hathaway’s Returns Where Value In…
McDonald’s Corporation (MCD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: McDonald’s Corporation (MCD). Profile McDonald’s is the world’s largest fa…
Weekly Investing Roundup – News, Podcasts, Interviews (04/17/2026)This week’s best investing news: David Einhorn signals caution as his hedge fund Greenlight prioritizes capital protection (CNBC) The Big Picture: Outlook from the Co-CEOs at Oa…
Westlake Chemical Partners LP (WLKP): Deep Value Chemical-Related BusinessAs 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 E13): The Hidden Limits of AI Growth: Energy, Commodities, and Reality CheckDuring their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Hidden Limits of AI Growth: Energy, Commodities, and Reality Check. Here’s an excerpt from the episo…
What Daniel Loeb’s Latest Letter Reveals About Market Risk and AIDaniel Loeb’s latest investor letter is a study in adaptation. Third Point posted a modest quarterly decline, yet still outperformed the broader market. More important than the …