Blog
Page 18
Bath & Body Works Inc (BBWI): Deeply Undervalued Consumer Discretionary 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…
Why Walmart Mexico Looks Better Than WalmartDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed Why Walmart Mexico Looks Better Than Walmart. Here’s an excerpt from the episode: An…
The Buffett-Style Options Strategy: Get Paid While You WaitDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed The Buffett-Style Options Strategy: Get Paid While You Wait. 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 a market where investor attention remains heavily concentrated on artificial intelligence, software, and…- The AI Investment Opportunity Most Investors Are MissingDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The AI Investment Opportunity Most Investors Are Missing. Here’s an excerpt from the…
- How Individual Investors Can Replicate Berkshire’s Google DealDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed How Individual Investors Can Replicate Berkshire’s Google Deal. Here’s…
Smart Money Is Buying Broadcom Inc. (AVGO)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Broadcom Inc. (AVGO), with several prominent hedge funds, …- The Secret Warren Buffett Principle Still Used TodayDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed The Secret Warren Buffett Principle Still Used Today. Here’s an excerpt from the epi…
- Buffett-Style Options: The $80 Billion Handshake: Getting Into Google Cheaper Than BerkshireDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: Why Berkshire Hathaway Just Invested $10 Billion In Google How Indivi…
Bill Ackman’s Latest Portfolio: Microsoft Added, Alphabet SlashedPERSHING SQUARE CAPITAL MANAGEMENT, L.P. reported an equity portfolio valued at approximately $13.71 billion in the latest reported quarter, reflecting Bill Ackman’s concentrate…- VALUE: After Hours (S08 E19): $250 Billion in Assets. Here’s What They’re Buying Now. First Eagle Global ValueDuring their recent episode, Taylor, Carlisle, Julien Albertini and Christian Heck discussed: The Secret Warren Buffett Principle They Still Use Today Why 15% of the Portfolio I…
Microsoft (MSFT): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Microsoft (MSFT). Profile Microsoft is one of the largest software and clo…
Weekly Investing Roundup – News, Podcasts, Interviews (06/05/2026)This week’s best investing news: Mohnish Pabrai at Heilbrunn Center for Graham and Dodd Investing (MP) Jeremy Grantham – A stock market veteran’s view on the AI bubble (Reuters)…
Lululemon Athletica Inc (LULU) — Deeply Undervalued Premium Athletic Apparel and Lifestyle BrandAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may represent an undervalued opportunity hiding in plain s…
Jeremy Grantham: Distinguishing Great Technology From Great InvestmentsFew investors have spent as much time studying market bubbles as Jeremy Grantham. Over the course of his career, the GMO co-founder correctly identified some of the most signifi…
Buffett-Style Options: How to Use Value-Based Options Strategy to Trade Salesforce ($CRM) PutsDuring their recent discussion on the Value Options Letter and Acquirers Podcast, Travis and Tobias discussed: How To Use Value-Based Options Strategy To Trade Salesforce (CRM) …
Ray Dalio: The Structural Forces Investors Can’t IgnoreAs investors focus on artificial intelligence, earnings growth, and the next move in interest rates, some of the biggest forces shaping future returns may be receiving far less …- 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 around artificial intelligence, software platfor…