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Apple Q4 2025: Record $102.5B Revenue, Surging Services, and AI-Powered FutureApple Inc. (NASDAQ: AAPL) closed fiscal 2025 with what CEO Tim Cook called “an extraordinary year for Apple, in which we achieved an all-time revenue record of $416 billion for …
Netflix, Inc. (NASDAQ:NFLX) Q3 2025 Earnings Call — “Thrilling the Audience”Co-CEO Gregory Peters opened Netflix’s Q3 2025 earnings call by affirming that “the business is very healthy.” He said the company had “revenue in line with expectations” and th…
VALUE: After Hours (S07 E38): The Chipmunk Analogy: Reputation, Risk, and SurvivalDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed The Chipmunk Analogy: Reputation, Risk, and Survival. Here’s an excerpt from the episode: Jake: [chuckles]…
Howard Marks: U.S Learning to Live With a Real RivalIn his recent CNBC conversation Howard Marks reflected on a global landscape defined by rapid change and growing unpredictability. As he put it, “the global landscape is in tran…
Energy and Financials Lead This Week’s Deep-Value ScreenEnergy and Financials once again dominate the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads with an Acquirer’s Multiple (AM…- VALUE: After Hours (S07 E38): APi Group (APG): A Hidden Leader in Fire and Life Safety ServicesDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed APi Group (APG): A Hidden Leader in Fire and Life Safety Services. Here’s an excerpt from the episode: Tob…
Dan Loeb: A “Compute-Constrained World” and New AI-Driven OpportunitiesDan Loeb’s Third Quarter 2025 Investor Letter captures the measured optimism and caution that define his current outlook. He opened with a frank assessment: “During the Third Qu…
Visa (V) Q4 2025 Earnings: Revenue Up 12%, Full-Year Net Income Tops $20 BillionVisa Inc.’s fiscal Q4 2025 results highlighted “continued healthy consumer spending” that drove “net revenue up 12% to $10.7 billion.” For the full year, the company “delivered …- VALUE: After Hours (S07 E38): Leon’s Furniture: Canada’s Durable Retail GiantDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed Leon’s Furniture: Canada’s Durable Retail Giant. Here’s an excerpt from the episode: Tobias: Can you walk …
Berkshire Hathaway Q3 2025: Buffett’s Cash Fortress and an $9.7 Billion Bet on Occidental ChemicalsBerkshire Hathaway entered the final stretch of 2025 with record liquidity, robust operating earnings, and its largest-ever move in the energy sector. The company reported that …
Tesla, Inc. (NASDAQ: TSLA) Q3 2025 Earnings Call — “Bringing AI Into the Real World”Elon Musk opened Tesla’s Q3 2025 earnings call by declaring that the company is “at a critical inflection point for Tesla and our strategy going forward as we bring AI into the …- VALUE: After Hours (S07 E38): Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APGDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed: Leon’s Furniture: Canada’s Durable Retail Giant APi Group (APG): A Hidden Leader in Fire and Life Safety …
Meta Platforms, Inc. (META): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META). Profile Meta Platforms is the world’s leading…
Weekly Investing Roundup – News, Podcasts, Interviews (10/31/2025)This week’s best investing news: Howard Marks Memo: A Look Under the Hood (OakTree) Cliff Asness on Factor Investing and the History of Financial Economics (Hoover) Ray Dalio: M…
Global Ship Lease (GSL): Compelling Deep-value Opportunity In The Transportation SectorAs part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. T…
VALUE: After Hours (S07 E37): Give Yourself a Longer Time Horizon—or Only Bad Options RemainDuring their recent episode, Taylor, Carlisle, and Luca Dell’Anna discussed Give Yourself a Longer Time Horizon—or Only Bad Options Remain. Here’s an excerpt from the episode: L…
Ray Dalio Warns of High “Bubble Indicator” and Rising Market RisksRay Dalio’s recent comments on CNBC reveal the depth of his concern about current market dynamics and the potential formation of another major bubble. “There’s a lot of bubble s…
Rob Olstein Trims Major Holdings in Tech, Industrials, and Financials Amid Valuation DisciplineIn the most recent Q3 2025 13F, Rob Olstein’s Olstein Capital Management L.P. made a series of sizable reductions across its equity portfolio, signaling a disciplined reposition…