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Are REITs a Better Investment Than Bonds at 5% Interest Rates?During their recent episode of the Acquirers Podcast, Travis and Carlisle discussed Are REITs a Better Investment Than Bonds at 5% Interest Rates? Here’s an excerpt from the epi…
Why Smart Investors Get Caught in Stock Market BubblesDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed Why Smart Investors Get Caught in Stock Market Bubbles. Here’s an excerpt from the episode: Why? Because…
Where Are the Highest-Quality Value Opportunities This Week?This week’s Acquirer’s Multiple® All Investable Stocks Screener highlights a broad range of potentially undervalued businesses beyond the largest and most closely followed compa…- How Cash-Secured Puts Add a Margin of SafetyDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed How Cash-Secured Puts Add a Margin of Safety. Here’s an excerpt from the episode: And on the …
- Can a World Cup Loss Move the Stock Market?During their recent episode, Taylor, Carlisle, and Alex Edmans discussed Can a World Cup Loss Move the Stock Market?. Here’s an excerpt from the episode: Now, clearly, if I foun…
The 10 Cheapest Large-Cap Stocks This WeekThis week’s Acquirer’s Multiple® Large-Cap screen highlights attractive valuations across energy, financials, materials and technology. Energy is particularly prominent, account…- What Rates Mean for META, Amazon & Oil | Value Options LetterDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed: AI Is Making It Easier Than Ever to Start a Business How Cash-Secured Puts Add a Margin of S…
- VALUE: After Hours (S08 E31): From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money – Alex EdmansDuring their recent episode, Taylor, Carlisle, and Alex Edmans discussed: Can a World Cup Loss Move the Stock Market? Why Smart Investors Get Caught in Stock Market Bubbles The …
Weekly Investing Roundup – News, Podcasts, Interviews (09/25/2026)This week’s best investing news: Howard Marks Memo – Shall We Repeal the Laws of Economics – Part III (OakTree) Break the Playbook with David Einhorn (MS) Warren E. Buffett Beco…
How To Create a 27% Margin of Safety Using OptionsDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How To Create a 27% Margin of Safety Using Options. Here’s an excerp…
Why Microcaps Are Not Buy-and-Hold InvestmentsDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Why Microcaps Are Not Buy-and-Hold Investments. Here’s an excerpt from the episode: [Ian] No, no, you fra…- How We Made Money On Netflix Using OptionsDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How We Made Money On Netflix Using Options. Here’s an excerpt from t…
Where Are the Income Opportunities in Canadian Stocks This Week?The Acquirer’s Multiple® Canada All TSX screen offers investors exposure to a market traditionally associated with dividends, cash-generative businesses and shareholder returns.…- Your Real Investing Edge in the AI EraDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed Your Real Investing Edge in the AI Era. Here’s an excerpt from the episode: What’s not commoditised is yo…
Where Is the Deep Value in Small and Micro Caps This Week?The Acquirer’s Multiple® Small and Micro Cap screen is designed to search a less heavily followed part of the market—where limited analyst coverage and lower institutional owner…- Why We Sell Puts Only on Stocks We’d OwnDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why We Sell Puts Only on Stocks We’d Own. Here’s an excerpt from the…
- How Great Investors Ignore the CrowdDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed How Great Investors Ignore the Crowd. Here’s an excerpt from the episode: [Ian] And I think the way I do …
- When Should You Close a Cash-Secured Put Early?During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed When Should You Close a Cash-Secured Put Early? Here’s an excerpt fr…