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Nutex Health Inc. (NUTX) — Deep Value Healthcare Delivery And Hospital Management 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 E06): Is Buying the Dip Still Smart?During their recent episode, Taylor, Carlisle, and Juan Torres discussed Is Buying the Dip Still Smart? Here’s an excerpt from the episode: [Jake] Sure thing. I thought that Jua…
Why Guy Spier Is Returning Capital—and What It Means for InvestorsGuy Spier’s latest communication offers a rare investing perspective shaped not by market cycles but by personal realities. His explanation for returning outside capital is unus…
Lee Ainslie: Concentrating Capital in AI Leaders While Pruning Legacy PositionsLee Ainslie’s Maverick Capital reported an equity portfolio of approximately $9.3 billion in the latest quarter, reflecting a broadly diversified yet conviction-driven investmen…- VALUE: After Hours (S08 E06): Should You Hedge EM Currency Risk?During their recent episode, Taylor, Carlisle, and Juan Torres discussed Should You Hedge EM Currency Risk?. Here’s an excerpt from the episode: [Juan] So we don’t. And the reas…
Bill Ackman: Buying Durable Growth at Bargain PricesBill Ackman’s latest Annual Report arrives at a moment when equity investors are balancing optimism with caution. His perspective reflects confidence in long-term business funda…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen again concentrates in capital-intensive cyclicals, discounted financials, and commodity-linked franchises where observable cash…- VALUE: After Hours (S08 E06): If US Stocks Fall, What Happens to EM?During their recent episode, Taylor, Carlisle, and Juan Torres discussed If US Stocks Fall, What Happens to EM?. Here’s an excerpt from the episode: [Juan] I mean, it depends on…
Mario Gabelli: Value Investing Ideas for 2026Investor enthusiasm often follows narrative momentum, yet disciplined capital allocation typically depends on identifying mispriced assets rather than chasing popularity. During…
Top Superinvestors Are Buying Linde plc (LIN)According to the most recent 13F filings, institutional investors continued to make targeted moves in Linde plc (LIN), reflecting sustained confidence in the global industrial g…- VALUE: After Hours (S08 E06): Where the Real EM Value IsDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed Where the Real EM Value Is. Here’s an excerpt from the episode: [Juan] I would guess, I would say my per…
Howard Marks: The Most Important Thing Is To Be A Long Term InvestorMarket narratives shift quickly, yet disciplined investing rarely depends on predicting the next surge of enthusiasm. During his recent interview with RWH, Howard Marks emphasiz…
Mohnish Pabrai’s Latest Portfolio: Big Bets on Coal, Energy, and Cyclical RecoveryMohnish Pabrai’s Dalal Street LLC reported an equity portfolio of approximately $402 million in the latest quarter, maintaining its signature high-conviction, concentrated value…- VALUE: After Hours (S08 E06): Juan Torres On Emerging Market Value Investing, China, Indonesia And TaiwanDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed: Where the Real EM Value Is If US Stocks Fall, What Happens to EM? Should You Hedge EM Currency Risk? Is…
Tesla, Inc. (TSLA): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Tesla, Inc. (TSLA). Profile Tesla is a vertically integrated electric vehi…
Weekly Investing Roundup – News, Podcasts, Interviews (02/20/2026)This week’s best investing news: Warren Buffett becomes the latest billionaire media investor (Fortune) Bill Ackman Buys 2 Brilliant Artificial Intelligence (AI) Stocks (Yahoo) …
BellRing Brands (BRBR): Deep Value | High-Growth Protein BrandsAs 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 E05): How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security SelectionDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security Selection. Here’s an exce…