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Micron Technology, Inc. (MU): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Micron Technology, Inc. (MU). Profile Micron Technology is one of the worl…
Where Are The Best Opportunities Today?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Where Are The Best Opportunities Today? Here’s an excerpt from the episode: [Meb] I really wanted to add a…
Why Diversification Matters in Options InvestingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Diversification Matters in Options Investing. Here’s an excerpt …
Embecta Corp. (EMBC): Deeply Undervalued Global Medical Device 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…- Are T-Bills Better Than Bonds Right Now?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Are T-Bills Better Than Bonds Right Now? Here’s an excerpt from the episode: [Meb] I have a lot of non-con…
- 26 Winning Trades Out of 28—What’s Driving the Results?During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed 26 Winning Trades Out of 28—What’s Driving the Results? Here’s an ex…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, despite ongoing investor enthusiasm for…- Is Value Investing Broken?During their recent episode, Taylor, Carlisle, and Meb Faber discussed Is Value Investing Broken? Here’s an excerpt from the episode: [Meb] Well, you know, it can’t be fundament…
- Why Adobe Could Be One of the Cheapest Quality Stocks TodayDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Adobe Could Be One of the Cheapest Quality Stocks Today. Here’s …
Smart Money is Buying Eli Lilly & Co. (LLY)According to the most recent reported 13F filings, institutional investors showed notable buying activity in Eli Lilly & Co. (LLY), with several prominent quantitative managers,…- Meme Stocks, Gambling, and America’s Risk-Taking CultureDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed Meme Stocks, Gambling, and America’s Risk-Taking Culture. Here’s an excerpt from the episode: [Meb] Yeah, …
- Value Options: AI Stocks Crashed. Software Just Quietly Took Over.During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed: Why Salesforce May Be Safer From AI Than Investors Think Why Adobe …
Alex Roepers’ $171.7M Portfolio: Top 10 HoldingsAlex Roepers reported an equity portfolio valued at approximately $171.66 million in the latest reported quarter, continuing the concentrated value investing approach that has l…- VALUE: After Hours (S08 E24): The Entire History of Wall Street, Decade by Decade | Meb FaberDuring their recent episode, Taylor, Carlisle, and Meb Faber discussed: Why Meb Faber Wrote Investing in America: The Story of a 250-Year Bull Market Meme Stocks, Gambling, and …
Weekly Investing Roundup – News, Podcasts, Interviews (07/31/2026)This week’s best investing news: Berkshire Hathaway Completes Acquisition of Taylor Morrison (BH) Pat Dorsey of Dorsey Asset Management: The Nuances of Investing in Moats (CA) C…
The Biggest Mistake Investors Make When Selling Put OptionsDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed The Biggest Mistake Investors Make When Selling Put Options. Here’s …
Visa Inc. (V): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Visa Inc. (V). Profile Visa is one of the world’s largest digital payments…
Is the AI Boom Changing the Semiconductor Cycle?During their recent episode, Taylor, Carlisle, and David Samra discussed Is the AI Boom Changing the Semiconductor Cycle? Here’s an excerpt from the episode: [David] First of al…