value investing
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Weekly Investing Roundup – News, Podcasts, Interviews (07/10/2026)This week’s best investing news: Cliff Asness Interview (The Bridge) Bill Ackman Shares His Blueprint For The Next Decade of Wealth (Forbes) Jeremy Grantham on SpaceX: It Will B…
Why Market Crashes Can Create The Best Buying OpportunitiesDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Why Market Crashes Can Create The Best Buying Opportunities. Here’s an…- How Cash-Secured Puts Remove Emotion from InvestingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Cash-Secured Puts Remove Emotion from Investing. Here’s an excerpt…
Coca-Cola FEMSA, S.A.B. de C.V. (KOF): Deeply Undervalued Consumer Staples CompanyAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Cliff Asness: “We See An Attractive Market For What We Do”Investor enthusiasm remains elevated, valuations are historically expensive, and artificial intelligence continues to dominate market narratives. Yet for Cliff Asness, the curre…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to highlight a market where attractive valuations can still be found across a broad range of sectors, even as investo…
How Selling Puts Can Create A Huge Margin Of SafetyDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Selling Puts Can Create A Huge Margin Of Safety. Here’s an excerpt…
Mohnish Pabrai: The Biggest Mistake Investors Make Is Selling Too EarlyInvestor enthusiasm around artificial intelligence and other fast-rising assets has once again highlighted one of the market’s most persistent characteristics: investors are nat…
Bill Ackman: Why Predictable Businesses Beat Chasing AI HypeWhile investors continue debating whether artificial intelligence has created another speculative bubble, Bill Ackman approaches the market from a different perspective. Rather …- The 3 Pillars That Reduce Risk When Selling OptionsDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The 3 Pillars That Reduce Risk When Selling Options. Here’s an excerpt…
Joel Greenblatt’s Latest Portfolio: Top Stocks, Biggest Buys, and Key ChangesJoel Greenblatt reported an equity portfolio valued at approximately $32.65 billion in the latest reported quarter, reflecting Gotham Asset Management’s long-standing emphasis o…
Weekly Investing Roundup – News, Podcasts, Interviews (07/03/2026)This week’s best investing news: Jeremy Grantham: This is the most expensive market in American history (CNBC) Mohnish Pabrai’s Interview with Knowledge Inside (MP) Warren Buffe…
Netflix Inc (NFLX): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Netflix, Inc. (NFLX). Profile Netflix is the world’s leading subscription …
Meta: Turning Volatility Into Options OpportunitiesDuring one of their recent episodes of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Meta: Turning Volatility Into Options Opportunities. Here’s an…
Mohnish Pabrai: Investors Should Avoid The Next Shiny Object — AIInvestor enthusiasm remains firmly concentrated in a relatively narrow group of companies tied to artificial intelligence and other high-growth narratives. Capital continues flo…
Cognizant Technology Solutions Corporation (CTSH): An Undervalued Technology Services LeaderAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Jeremy Grantham: Don’t Own US Stocks!Investor enthusiasm has rarely been stronger. Artificial intelligence continues to dominate capital allocation, corporate spending, and market leadership, while investors increa…- This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to highlight a market where investor enthusiasm remains concentrated in a relatively small group of artificial intell…