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Weekly Investing Roundup – News, Podcasts, Interviews (04/03/2026)This week’s best investing news: Warren Buffett in Omaha – 03/31/26 | Audio Only (Squawk Pod) Bill Ackman says it’s one of the best times in a long time to buy quality stocks (C…
Bath & Body Works, Inc. (BBWI): Deep Value Speciality RetailerAs 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 E11): Why Elon Musk Sets Impossible Deadlines (And Why It Actually Works)During their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed Why Elon Musk Sets Impossible Deadlines (And Why It Actually Works). Here’s an excerpt from the episo…
Jamie Dimon on Geopolitical Risk, AI, and the Future of the EconomyJamie Dimon’s recent interview on Axios comes at a moment when investors are grappling with overlapping risks—geopolitical tension, technological disruption, and policy uncertai…
Nelson Peltz Portfolio Analysis: Key Positions, Concentration & Trian StrategyNelson Peltz’s Trian Fund Management reported an equity portfolio of approximately $4.0 billion in the latest quarter, continuing to reflect a highly concentrated, activist-driv…- VALUE: After Hours (S08 E11): The $40 Million Decision: How Elon Musk Saved Tesla and SpaceX at the BrinkDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed The $40 Million Decision: How Elon Musk Saved Tesla and SpaceX at the Brink. Here’s an excerpt from t…
Warren Buffett on Markets, Apple, and Why He’s Holding CashWarren Buffett’s latest remarks on Squawk Pod, following his transition from CEO of Berkshire Hathaway, offer a familiar but timely reminder: discipline matters more than market…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen remains concentrated in financials, energy producers, housing-related cyclicals, and select mature franchises where strong cash…- VALUE: After Hours (S08 E11): First Principles Thinking Explained: The Elon Musk Method That Changed SpaceX ForeverDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed First Principles Thinking Explained: The Elon Musk Method That Changed SpaceX Forever. Here’s an exce…
Mohnish Pabrai on Finding Value, Asymmetry, and Ignoring Market LabelsMohnish Pabrai’s investing framework, outlined in the recent Pabrai Wagons ETF Shareholder Call, resists neat categorization, and that may be precisely the point. In a market en…
Top Superinvestors Are Buying Target Corporation (TGT)According to the most recent 13F filings, institutional investors made selective additions to Target Corporation (TGT), signaling cautious but notable interest from quantitative…- VALUE: After Hours (S08 E11): Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar CompaniesDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies. Here’s an excer…
Cliff Asness: The Hidden Risks in Private MarketsPrivate markets have long enjoyed an aura of stability, but in his latest commentary Cliff Asness is pushing back on that perception with characteristic bluntness. While recent …
David Abrams Portfolio Analysis: Key Positions, Concentration & Value StrategyDavid Abrams’ Abrams Capital Management reported an equity portfolio of approximately $5.67 billion in the latest quarter, continuing to reflect an extremely concentrated, high-…- VALUE: After Hours (S08 E11): Eric Jorgenson on $TSLA, SpaceX, Twitter/X and his new book The Book of ElonDuring their recent episode, Taylor, Carlisle, and Eric Jorgenson discussed: Elon Musk’s Secret to Speed: How Bottleneck Thinking Builds Billion-Dollar Companies First Principle…
Pfizer Inc (PFE): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Pfizer Inc. (PFE). Profile Pfizer is one of the world’s largest pharmaceut…- Weekly Investing Roundup – News, Podcasts, Interviews (03/27/2026)This week’s best investing news: Mohnish Pabrai – The Latticework of Mental Models For a Great Life! (SXSW) Reflections on Oaktree Conference 2026 with Howard Marks (OakTree) Be…
Abercrombie & Fitch Co. (ANF) — Deep Value In a Revitalized Global Apparel RetailerAs part of our ongoing series at The Acquirer’s Multiple, each week we highlight a stock from our Stock Screeners that may be a deeply undervalued opportunity hiding in plain si…