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The Boeing Company (BA): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: The Boeing Company (BA). Profile Boeing is a global aerospace and defense …
Weekly Investing Roundup – News, Podcasts, Interviews (03/06/2026)This week’s best investing news: Berkshire Hathaway 2025 Annual Report (BH) Berkshire Hathaway Q4 2025 Earnings (BH) Berkshire Hathaway CEO Greg Abel on resuming buyback program…
Petróleo Brasileiro S.A. (PBR): Deep Value Vertically Integrated Energy PlatformAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may be a deeply undervalued opportunity hiding in plain si…
VALUE: After Hours (S08 E07): AI Winners, Losers & the SaaS ApocalypseDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed AI Winners, Losers & the SaaS Apocalypse. Here’s an excerpt from the episode: [Jonathon] So there ar…
Cliff Asness on Market Bubbles, AI, and the Future of Quant InvestingCliff Asness has spent decades studying markets through the lens of data, but his perspective on today’s environment is far from mechanical certainty. In a recent conversation w…
Guy Spier: Concentrated Value Investing Remains Core StrategyGuy Spier’s Aquamarine Zurich AG reported an equity portfolio of approximately $148 million in the latest quarter, maintaining its hallmark concentrated, Buffett-inspired long-t…- VALUE: After Hours (S08 E07): Will AI Disintermediate All Platforms?During their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Will AI Disintermediate All Platforms? Here’s an excerpt from the episode: [Jonathon] Certainly. So …
Greg Abel Emphasizes Stewardship and Capital Discipline in First Berkshire LetterGreg Abel’s first annual letter as CEO of Berkshire Hathaway offers investors a clear view of how the company intends to carry forward a culture built over decades. The message …
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around capital-intensive cyclicals, discounted financials, and commodity-linked franchises where observabl…- VALUE: After Hours (S08 E07): Buying Booking.com at Peak Fear: COVID, Google & Mispriced RiskDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Buying Booking.com at Peak Fear: COVID, Google & Mispriced Risk. Here’s an excerpt from the episode:…
Stanley Druckenmiller: Massive Disruption AheadStanley Druckenmiller has long been associated with bold macro bets, but in a recent Morgan Stanley interview he offered a more nuanced window into how he actually makes money. …
Top Superinvestors Are Buying Brookfield Corp. (BN)According to the most recent 13F filings, institutional investors continued to make targeted moves in Brookfield Corp. (BN), reflecting sustained confidence in the global altern…- VALUE: After Hours (S08 E07): Building a Dominant Long-Only Fund in a Distorted MarketDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed Building a Dominant Long-Only Fund in a Distorted Market. Here’s an excerpt from the episode: [Jonat…
Howard Marks: AI Hurtles Ahead: Market Implications for Long-Term InvestorsArtificial intelligence has shifted from abstraction to economic force with astonishing speed. In his latest memo, Howard Marks makes clear that this is not a passing fascinatio…
Warren Buffett’s Portfolio Update: Top Holdings, Key Trims, and Media RestructuringWarren Buffett’s Berkshire Hathaway reported an equity portfolio of roughly $270–280 billion in the latest quarter, continuing its long-standing approach of concentrated investm…- VALUE: After Hours (S08 E07): Jonathan Tepper on The Myth of Capitalism, his “Shooting Up” memoir and $BKMGDuring their recent episode, Taylor, Carlisle, and Jonathan Tepper discussed: Building a Dominant Long-Only Fund in a Distorted Market Buying Booking at Peak Fear: COVID, Google…
Chevron Corporation (CVX): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Chevron Corporation (CVX). Profile Chevron is a globally integrated energy…- Weekly Investing Roundup – News, Podcasts, Interviews (02/27/2026)This week’s best investing news: Howard Marks -AI Hurtles Ahead (OakTree) Essential Truths w/ Howard Marks, Nima Shayegh & William Green (RWH) Ray Dalio warned that the US is he…