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The Value Investor’s Options Secret: Focus on Outcomes, Not GreeksDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Value Investor’s Options Secret: Focus on Outcomes, Not Greeks. He…
H&R Block (HRB): A Cash-Generating Value Stock Hiding 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…
Why Small-Cap Value Stocks Are Being Ignored Right NowDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Small-Cap Value Stocks Are Being Ignored Right Now. Here’s an excerpt from the episode: [Ross] Th…- How Time Decay Works in Favor of Option SellersDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Time Decay Works in Favor of Option Sellers. Here’s an excerpt fro…
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 attention remains heavily focused on artificial intelligence and high-growth tec…- The Hidden Risk Behind Today’s AI Stock BoomDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The Hidden Risk Behind Today’s AI Stock Boom. Here’s an excerpt from the episode: [Ross] But now you’…
- Forget the Greeks: The Only 2 Factors That Matter in Options InvestingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Forget the Greeks: The Only 2 Factors That Matter in Options Investing…
Smart Money Is Buying Netflix Inc (NFLX)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Netflix Inc (NFLX), with several prominent hedge funds, qu…- Why Value Investors Keep Missing the Market’s Biggest WinnersDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed Why Value Investors Keep Missing the Market’s Biggest Winners. Here’s an excerpt from the episode: [R…
- Buffett-Style Options: Why Trying to Time the Market Is Costing You Money (Do This Instead)During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: Forget the Greeks: The Only 2 Factors That Matter in Options Investin…
Prem Watsa’s Latest Stock Portfolio: Fairfax’s Biggest Buys and SellsFAIRFAX FINANCIAL HOLDINGS LTD/CAN (Prem Watsa) reported an equity portfolio valued at approximately $1.94 billion in the latest reported quarter, reflecting Prem Watsa’s value-…- VALUE: After Hours (S08 E20): The Stock Market Is Rewarding the Wrong Companies Right Now — Here’s the MathDuring their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed: The Stock Market Is Rewarding the Wrong Companies Right Now The Hidden Risk Behind Today’s AI Stock …
Weekly Investing Roundup – News, Podcasts, Interviews (06/12/2026)This week’s best investing news: Bill Ackman: Here’s What the Market is Missing (AIP) AI Bubble Will Burst Eventually Says Bridgewater’s Ray Dalio (Bloomberg) The Flip Side (Oak…
Where Value Investors Are Finding Opportunity TodayDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Where Value Investors Are Finding Opportunity Today. Here’s an excerpt…
Apple Inc (AAPL): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Apple Inc. (AAPL). Profile Apple is one of the largest technology companie…
Berkshire Hathaway’s $10 Billion Google Bet ExplainedDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Berkshire Hathaway’s $10 Billion Google Bet Explained. Here’s an excerpt from the ep…- The SpaceX Valuation Debate: Worth It or Too Expensive?During their recent episode, Taylor, Carlisle, and Ross Glotzbach discussed The SpaceX Valuation Debate: Worth It or Too Expensive?. Here’s an excerpt from the episode: [Tobias]…
- Why Selling Cash-Secured Puts Can Reduce Investment RiskDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed Why Selling Cash-Secured Puts Can Reduce Investment Risk. Here’s an ex…