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Jim Chanos: Why Today’s AI Boom Demands Investor CautionInvestor enthusiasm remains one of the most powerful forces in financial markets, particularly when new technologies promise to reshape entire industries. Capital has flowed agg…
Smart Money Is Buying Kimberly-Clark Corp. (KMB)According to the most recent reported 13F filings, institutional investors continued to accumulate shares of Kimberly-Clark Corp. (KMB), with several respected value investors, …
Bill Nygren: The Discipline To Stay Boring In An AI-Driven MarketBill Nygren sees a market increasingly dominated by a narrow group of AI-related stocks, creating a difficult environment for investors unwilling to chase momentum. With the S&P…
Bruce Berkowitz’s Top 10 Stocks: Fairholme’s High-Conviction PortfolioBruce Berkowitz reported an equity portfolio valued at approximately $1.51 billion in the latest reported quarter, continuing the highly concentrated investment approach that ha…
Jeremy Grantham: Market Hype Can Overpower Fundamentals—But Not ForeverInvestor enthusiasm has once again pushed valuations into territory where fundamentals appear increasingly secondary to narratives, momentum, and the fear of missing out. For Je…
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…
Meta Platforms Inc (META): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META). Profile Meta Platforms is one of the world’s …- 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…
Terry Smith: This Passive-Led Momentum Market Will End BadlyInvestor enthusiasm for artificial intelligence and passive investing has pushed momentum to levels rarely seen in modern markets, creating an increasingly difficult environment…
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…- How The Wheel Strategy Generates Income Again And AgainDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How The Wheel Strategy Generates Income Again And Again. Here’s an exc…
Smart Money Is Buying ABM Industries Inc. (ABM)According to the most recent reported 13F filings, institutional investors continued to show notable buying interest in ABM Industries Inc. (ABM), with several respected value i…
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 …