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Why the 60/40 Portfolio Doesn’t Always Protect InvestorsDuring their recent episode, Jake Taylor and Tobias Carlisle discussed Why the 60/40 Portfolio Doesn’t Always Protect Investors. Here’s an excerpt from the episode: [Tobias] And…
The 10 Cheapest Large-Cap Stocks This WeekThis week’s Acquirer’s Multiple® Large-Cap screen highlights attractive valuations across energy, financials, materials, technology and healthcare. Energy remains particularly p…
Value Options: AI is in a Mania… But Value is Finally Waking UpDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed: AI Stocks vs Value Stocks: Is the Market Finally Turning? The AI Singularity: How Artificial…- VALUE: After Hours (S08 E35): The Singularity Is Priced In (That’s the Problem)During their recent episode, Jake Taylor and Tobias Carlisle discussed: AI Ran 916,000 Backtests — Here’s What It Discovered Why the 60/40 Portfolio Doesn’t Always Protect Inves…
Weekly Investing Roundup – News, Podcasts, Interviews (10/23/2026)This week’s best investing news: Howard Marks Explains Why Gold & Bitcoin Can’t Be Valued (And Why Gold Has Lagged Stocks) (RWH) Bill Nygren: The Art of Value Investing, AI Valu…
Micron Stock Valuation: Why Cheap Earnings Can Be MisleadingDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed Micron Stock Valuation: Why Cheap Earnings Can Be Misleading. Here’s an excerpt from the epis…
Can South Korea’s Corporate Governance Reforms Unlock Lasting Value?During their recent episode, Taylor, Carlisle, and Ryan Albert discussed Can South Korea’s Corporate Governance Reforms Unlock Lasting Value?. Here’s an excerpt from the episode…
Where Is the Deep Value in Canadian Stocks This Week?The Acquirer’s Multiple® Canada All TSX screen gives investors a way to search Canadian-listed companies for value, cash generation and shareholder returns. This week’s screen c…- South Korea vs. Japan: Where Are the Best Value Investing Opportunities?During their recent episode, Taylor, Carlisle, and Ryan Albert discussed South Korea vs. Japan: Where Are the Best Value Investing Opportunities? Here’s an excerpt from the epis…
- Nvidia’s AI Chip Dominance: Can Custom Chips Threaten Its Valuation?During their recent episode of the Acquirers Podcast, Travis and Carlisle discussed Nvidia’s AI Chip Dominance: Can Custom Chips Threaten Its Valuation?. Here’s an excerpt from …
Where Is the Deep Value in Small and Micro Caps This Week?The Acquirer’s Multiple® Small and Micro Cap screen searches a less heavily followed part of the market, where limited analyst coverage and lower institutional ownership can som…- MGM and VICI Properties: Finding Deep Value in Beaten-Down StocksDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed MGM and VICI Properties: Finding Deep Value in Beaten-Down Stocks. Here’s an excerpt from the…
- How Shareholder Activism Could Unlock Hidden ValueDuring their recent episode, Taylor, Carlisle, and Ryan Albert discussed How Shareholder Activism Could Unlock Hidden Value. Here’s an excerpt from the episode: [Ryan] Sure. I c…
Where Are the Highest-Quality Value Opportunities This Week?This week’s Acquirer’s Multiple® All Investable Stocks Screener highlights a broad range of potentially undervalued businesses beyond the largest and most closely followed compa…- AI Stocks vs. the Dot-Com Bubble: Are Investors Paying Too Much?During their recent episode of the Acquirers Podcast, Travis and Carlisle discussed AI Stocks vs. the Dot-Com Bubble: Are Investors Paying Too Much?. Here’s an excerpt from the …
- Why South Korean Stocks Trade at a Discount — And Why That Could ChangeDuring their recent episode, Taylor, Carlisle, and Ryan Albert discussed Why South Korean Stocks Trade at a Discount — And Why That Could Change. Here’s an excerpt from the epis…
- The 10 Cheapest Large-Cap Stocks This WeekThis week’s Acquirer’s Multiple® Large-Cap screen highlights attractive valuations across energy, financials, materials, technology and healthcare. Energy remains particularly p…
- Value Options: Micron, the AI Boom, and the Hidden Opportunities in Deep Value StocksDuring their recent episode of the Acquirers Podcast, Travis and Carlisle discussed: Micron Stock Valuation: Why Cheap Earnings Can Be Misleading AI Stocks vs. the Dot-Com Bubbl…