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Will the AI Boom Create Enough Profits to Justify Today’s Valuations?During their recent episode, Jake Taylor and Tobias Carlisle discussed Will the AI Boom Create Enough Profits to Justify Today’s Valuations? Here’s an excerpt from the episode: …
How the Wheel Strategy Generates Passive Income From StocksDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How the Wheel Strategy Generates Passive Income From Stocks. Here’s …
B2Gold Corp. (BTG): Deeply Undervalued Canadian-Based Senior Gold ProducerAs 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…- Can Value Investing Still Outperform in an AI-Driven Market?During their recent episode, Jake Taylor and Tobias Carlisle discussed Can Value Investing Still Outperform in an AI-Driven Market? Here’s an excerpt from the episode: [Tobias] …
- How Cash-Secured Puts Can Lower Your Stock Purchase PriceDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How Cash-Secured Puts Can Lower Your Stock Purchase Price. Here’s an…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to highlight attractive valuations across a broad range of sectors, even as investor attention remains heavily concen…- Is Quality Investing Dead?During their recent episode, Jake Taylor and Tobias Carlisle discussed Is Quality Investing Dead? Here’s an excerpt from the episode: Quality shares are lagging behind the S&P 5…
- Cash-Secured Puts vs Holding Cash: Which Strategy Generates Better Returns?During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Cash-Secured Puts vs Holding Cash: Which Strategy Generates Better R…
Smart Money Is Buying Centene Corp. (CNC)According to the most recent reported 13F filings, institutional investors showed significant buying activity in Centene Corp. (CNC), with several respected value investors, qua…- Why Terry Smith Changed His Investment StrategyDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why Terry Smith Changed His Investment Strategy. Here’s an excerpt from the episode: [Tobias] Yeah, I’ve g…
- Buffett-Style Options: Why ‘Dry Powder’ Might Be the Wrong StrategyDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed: Why Warren Buffett Keeps Billions in Cash—And What Individual Inves…
Nelson Peltz’s Highly Concentrated Portfolio: Top HoldingsNelson Peltz reported an equity portfolio valued at approximately $3.86 billion in the latest reported quarter, continuing the highly concentrated investment approach that has d…- VALUE: After Hours (S08 E22): Quality Investing Is Having Its Worst Stretch Since 1999. Terry Smith Taps Out.During their recent episode, Jake Taylor and Tobias Carlisle discussed: Why Terry Smith Changed His Investment Strategy Is Quality Investing Dead? Can Value Investing Still Outp…
Tesla Inc (TSLA): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Tesla, Inc. (TSLA). Profile Tesla is one of the largest electric vehicle a…
Weekly Investing Roundup – News, Podcasts, Interviews (07/17/2026)This week’s best investing news: Watch CNBC’s full interview with Berkshire Hathaway Chairman Warren Buffett (CNBC) Howard Marks: Don’t make this mistake if you’re in your 20s (…
Westlake Chemical Partners LP (WLKP): Deeply Undervalued Commodity Chemicals 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…
Warren Buffett: AI Giants Are Playing a Game They Don’t Want to PlayEquity markets remain dominated by enthusiasm surrounding artificial intelligence, enormous capital spending programs, and expectations that today’s technology leaders will cont…- 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…