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Weekly Investing Roundup – News, Podcasts, Interviews (05/15/2026)This week’s best investing news: Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’ (CNBC) David Einhorn: Looking for misunderstood stocks …
Undervalued LNG Carrier: Dynagas LNG Partners LP (DLNG)As 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…
VALUE: After Hours (S08 E16): Could AI Become a Threat to Berkshire Hathaway’s Business Model?During their recent episode, Taylor, Carlisle, and Adam Mead discussed Could AI Become a Threat to Berkshire Hathaway’s Business Model?. Here’s an excerpt from the episode: [Tob…
Buffett-Style Options: The Put Option Strategy That Built Berkshire’s Biggest DealInvestors have long associated Warren Buffett with buying great businesses and holding them for decades. Less discussed, however, is Buffett’s long history of using conservative…
Ray Dalio Says America’s Debt Crisis Is Following Historic PatternsInvestors are navigating an environment increasingly defined by rising debt levels, geopolitical tensions, widening political divisions, and rapid technological change. While ma…
Rob Vinall’s (RV CAPITAL) Top Holdings, Trades & Investment StrategyRV Capital AG reported an equity portfolio of approximately $429.5 million in the latest reported quarter, reflecting founder Rob Vinall’s highly concentrated, long-term investm…- VALUE: After Hours (S08 E16): Why EBITDA Is the ‘Instagram Filter’ of FinanceDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Why EBITDA Is the ‘Instagram Filter’ of Finance. Here’s an excerpt from the episode: [Jake] All right. So …
Tom Russo On Berkshire Hathaway And The Power Of Long-Term ThinkingMarkets increasingly reward speed, immediacy, and narrative momentum. Capital rotates rapidly between themes, while institutional pressure often forces companies and investors t…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around financials, energy, industrial cyclicals, housing-related businesses, and a broad group of mature c…- VALUE: After Hours (S08 E16): Berkshire Hathaway Buybacks: Is Greg Abel Paying More Than Buffett Would?During their recent episode, Taylor, Carlisle, and Adam Mead discussed Berkshire Hathaway Buybacks: Is Greg Abel Paying More Than Buffett Would?. Here’s an excerpt from the epis…
Mohnish Pabrai On AI, Market Speculation, And Long-Term InvestingThe current market backdrop is increasingly shaped by speed, narrative momentum, and the rapid spread of artificial intelligence across nearly every sector. Investors are being …
Smart Money Is Buying Mohawk Industries Inc. (MHK)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Mohawk Industries Inc. (MHK), with activity led b…- VALUE: After Hours (S08 E16): Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEODuring their recent episode, Taylor, Carlisle, and Adam Mead discussed Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEO. Here’s an excerpt from the episode: …
John Rogers Says Analysts Are Ignoring Some Of The Market’s Best OpportunitiesThe current equity market presents a complex puzzle for investors seeking alpha outside the crowded megacap space. At the Gabelli Omaha Value Investor Conference, John Rogers, f…
Tweedy, Browne Co LLC Top Holdings, Trades & Investment StrategyTweedy, Browne Co LLC reported an equity portfolio of approximately $1.26 billion in the latest quarter, continuing the firm’s long-standing commitment to classic value investin…- VALUE: After Hours (S08 E16): Author and investor Adam Mead on Berkshire Hathaway $BRK.A / $BRK.B, Warren Buffett, AbelDuring their recent episode, Taylor, Carlisle, and Adam Mead discussed: Why Greg Abel Already Looks Like Berkshire Hathaway’s Next Great CEO Berkshire Hathaway Buybacks: Is Greg…
Home Depot (HD): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Home Depot (HD). Profile Home Depot is the world’s largest home improvemen…
Weekly Investing Roundup – News, Podcasts, Interviews (05/08/2026)This week’s best investing news: Watch Greg Abel preside over the full 2026 Berkshire Hathaway annual shareholder meeting (CNBC) Mohnish Pabrai: Berkshire, Big Mistakes & Lettin…