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The Wheel Strategy: Turning Assignment Into More IncomeDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Wheel Strategy: Turning Assignment Into More Income. Here’s an exc…
Alphabet Inc. (GOOG): Our Calculation of Intrinsic ValueEach Week We Run a DCF Model on a Company From Our Watchlist. This week’s pick: Alphabet Inc. (GOOG). Profile Alphabet is one of the largest technology companies in the world, o…
Will SpaceX Build AI Data Centres In Space?During their recent episode, Taylor, Carlisle, and John Love discussed Will SpaceX Build AI Data Centres In Space?. Here’s an excerpt from the episode: [Tobias] Well, SpaceX is …- How We Generated Returns Of 80% AnnualizedDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How We Generated Returns Of 80% Annualized. Here’s an excerpt from the…
MIND C.T.I. Ltd (MNDO): A Small-Cap Value Opportunity Hidden in Plain SightAs 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…- Is AI Creating A New Commodity Supercycle?During their recent episode, Taylor, Carlisle, and John Love discussed Is AI Creating A New Commodity Supercycle?. Here’s an excerpt from the episode: But yeah, the more parabol…
- Why Getting Assigned Isn’t A Bad ThingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Why Getting Assigned Isn’t A Bad Thing. Here’s an excerpt from the epi…
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…- Is Natural Gas The Next AI Trade?During their recent episode, Taylor, Carlisle, and John Love discussed Is Natural Gas The Next AI Trade?. Here’s an excerpt from the episode: [Tobias] Let’s talk natural gas. I …
- The Two Outcomes Every Put Seller Must UnderstandDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Two Outcomes Every Put Seller Must Understand. Here’s an excerpt f…
Smart Money Is Buying LKQ Corp (LKQ)According to the most recent reported 13F filings, institutional investors continued to show notable buying interest in LKQ Corp (LKQ), with several respected value investors, q…- AI Needs Trillions In Infrastructure SpendingDuring their recent episode, Taylor, Carlisle, and John Love discussed AI Needs Trillions In Infrastructure Spending. Here’s an excerpt from the episode: And Chris put some numb…
- Buffett-Style Options: Our Puts Got Assigned on Amazon — Here’s Exactly What We Did NextDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: Our Puts Got Assigned On Amazon — Here’s Exactly What We Did Next The…
Jeremy Grantham’s Latest Portfolio: Microsoft, Alphabet Dominate GMO HoldingsJeremy Grantham reported an equity portfolio valued at approximately $39.10 billion in the latest quarter, reflecting GMO’s long-standing focus on high-quality businesses with d…- VALUE: After Hours (S08 E21): Is Copper the New Oil? USCF’s John Love on the Metal Fueling the EV and AI RevolutionsDuring their recent episode, Taylor, Carlisle, and John Love discussed: AI Needs Trillions In Infrastructure Spending Is Natural Gas The Next AI Trade? Is AI Creating A New Comm…
Weekly Investing Roundup – News, Podcasts, Interviews (06/19/2026)This week’s best investing news: Seth Klarman: “This Is a Bubble” | The Legendary Investor’s Brutal AI Warning (iConnections) Mohnish Pabrai – Go From $10k to $1M in 3 Years Wit…
How Volatility Creates Opportunities in Meta, Visa, and MastercardDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Volatility Creates Opportunities in Meta, Visa, and Mastercard. He…
Amazon.com Inc (AMZN): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Amazon.com, Inc.. Profile Amazon is one of the largest e-commerce, cloud c…