value investing
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Weekly Investing Roundup – News, Podcasts, Interviews (02/06/2026)This week’s best investing news: Jeremy Grantham & Edward Chancellor – The Last Bubble? Finding Value in a World on Fire (Hidden Forces) Michael Burry Warns BTC Crash Could Deep…
Top Superinvestors Are Buying Centene Corp (CNC)According to the latest 13F filings, several respected value and quantitative managers added to Centene Corp (CNC), signaling renewed conviction in the company’s durable Medicai…
Li Lu Is Betting Big on These Stocks in 2026Li Lu’s Himalaya Capital Management reported a $3.23 billion equity portfolio in the latest quarter, revealing a characteristically focused collection of high-conviction positio…
VALUE: After Hours (S08 E03): Ian Cassel on MicroCapClub, the PlanetMicroCap acquisition and IntelligentCMDuring their recent episode, Taylor, Carlisle, and Ian Cassel discussed: Why Even Elite Investors Are Only Right Half the Time Letting Winners Run: The Difference Between 20% Ga…
Weekly Investing Roundup – News, Podcasts, Interviews (01/30/2026)This week’s best investing news: Fireside Chat with Howard Marks of Oaktree Capital Management (Pepperdine) Jeremy Grantham – Part 1 VALUING AI Extreme Bubble, New Golden Era, o…
Cricut, Inc. (CRCT): Deep Value Consumer Hardware/Software EcosystemAs part of our ongoing series at The Acquirer’s Multiple, we highlight stocks from our Stock Screeners that may represent mispriced opportunities relative to their underlying ca…
Howard Marks: Never Confuse Brains In A Bull MarketHoward Marks often reminds investors that success comes not from clairvoyance but from discipline, psychology, and price. During a Pepperdine fireside chat, he reiterated that “…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen again clusters around capital-intensive cyclicals, cheap financials, and mature hardware franchises whose realized cash economi…
Top Superinvestors Are Buying Tyson Foods (TSN)According to the latest 13F filings, several respected value and quantitative managers increased their exposure to Tyson Foods (TSN) last quarter. The activity reflects improvin…
VALUE: After Hours (S08 E02): Healthcare Investing ExplainedDuring their recent episode, Taylor, Carlisle, and Andrew Summers discussed Healthcare Investing Explained. Here’s an excerpt from the episode: Andrew: Sure. So, I’ve spent the …
Prem Watsa: Positioning Through Deep Value & OptionalityThe latest 13F from Fairfax Financial reflects a steady, high-conviction allocation toward real assets, energy, and restructuring platforms — with minimal turnover during the qu…
Deep Value Healthcare Services Operator – Nutex Health Inc (NUTX)As 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 E01): Strategic Catalysts: How Warner Bros. Created an Auction for Its AssetsDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Strategic Catalysts: How Warner Bros. Created an Auction for Its Assets. Here’s an excerpt from the ep…- This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis Week’s Deep-Value Landscape This week’s Acquirer’s Multiple® Large-Cap screen again skews toward capital-intensive cyclicals, cheap financials, and mature hardware franchis…
- VALUE: After Hours (S08 E01): The Price Asks the Question: A Mental Model Every Investor Should KnowDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed The Price Asks the Question: A Mental Model Every Investor Should Know. Here’s an excerpt from the epi…
- VALUE: After Hours (S08 E01): Why the Hunt for the Next Amazon Loses More Money Than It MakesDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Why the Hunt for the Next Amazon Loses More Money Than It Makes. Here’s an excerpt from the episode: J…
Top Superinvestors Are Buying FedEx Corp (FDX)According to the latest 13F filings, several well-known value and quantitative investors increased their exposure to FedEx Corp (FDX) this quarter, reflecting renewed confidence…- VALUE: After Hours (S08 E01): How Value Investors Use Intrinsic Value Without Predicting the FutureDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed How Value Investors Use Intrinsic Value Without Predicting the Future. Here’s an excerpt from the epis…