Blog
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Top Superinvestors Are Buying Linde plc (LIN)According to the most recent 13F filings, institutional investors continued to make targeted moves in Linde plc (LIN), reflecting sustained confidence in the global industrial g…
VALUE: After Hours (S08 E06): Where the Real EM Value IsDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed Where the Real EM Value Is. Here’s an excerpt from the episode: [Juan] I would guess, I would say my per…
Howard Marks: The Most Important Thing Is To Be A Long Term InvestorMarket narratives shift quickly, yet disciplined investing rarely depends on predicting the next surge of enthusiasm. During his recent interview with RWH, Howard Marks emphasiz…
Mohnish Pabrai’s Latest Portfolio: Big Bets on Coal, Energy, and Cyclical RecoveryMohnish Pabrai’s Dalal Street LLC reported an equity portfolio of approximately $402 million in the latest quarter, maintaining its signature high-conviction, concentrated value…- VALUE: After Hours (S08 E06): Juan Torres On Emerging Market Value Investing, China, Indonesia And TaiwanDuring their recent episode, Taylor, Carlisle, and Juan Torres discussed: Where the Real EM Value Is If US Stocks Fall, What Happens to EM? Should You Hedge EM Currency Risk? Is…
Tesla, Inc. (TSLA): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Tesla, Inc. (TSLA). Profile Tesla is a vertically integrated electric vehi…
Weekly Investing Roundup – News, Podcasts, Interviews (02/20/2026)This week’s best investing news: Warren Buffett becomes the latest billionaire media investor (Fortune) Bill Ackman Buys 2 Brilliant Artificial Intelligence (AI) Stocks (Yahoo) …
BellRing Brands (BRBR): Deep Value | High-Growth Protein BrandsAs 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…
VALUE: After Hours (S08 E05): How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security SelectionDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed How Income Funds Generate Alpha: Macro Investing, Covered Calls & Security Selection. Here’s an exce…
Warren Buffett: Beware The Investment Activity That Produces ApplauseMarket volatility often pushes investors toward emotional decisions, yet Warren Buffett’s 2008 shareholder commentary offers enduring perspective on discipline, valuation, and t…
Ed Wachenheim: Homebuilders, Cyclicals & GM Trim ExplainedEd Wachenheim’s Greenhaven Associates reported an equity portfolio of approximately $6.1–6.2 billion in the latest quarter, maintaining its characteristic concentrated, value-or…- VALUE: After Hours (S08 E05): Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook ExplainedDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Inflation Data Problems, Fed Rate Cuts & Housing Risks — Macro Outlook Explained. Here’s an excerpt …
Ray Dalio on Debt, Gold, and Diversification: What Investors Should KnowMarkets rarely move in isolation, and Ray Dalio’s recent comments in his interview with ‘WTF is Finance’ emphasize how finance connects to larger economic and political cycles. …
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to cluster around capital-intensive cyclicals, discounted financials, and legacy industrial franchises where observab…- VALUE: After Hours (S08 E05): Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield StocksDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Yield Trap Warning: How to Identify Safe Dividends vs Risky High Yield Stocks. Here’s an excerpt fro…
Insights From Jeremy Grantham: Bubble Risks in Today’s MarketMarket cycles rarely move in straight lines, and Jeremy Grantham’s recent remarks on The Compound Podcast reinforce how valuation discipline still matters even when narratives d…
Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)According to the most recent 13F filings, institutional investors continued to make targeted moves in Cal-Maine Foods Inc. (CALM), reflecting steady interest in the largest U.S.…- VALUE: After Hours (S08 E05): Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement StabilityDuring their recent episode, Taylor, Carlisle, and Jay D. Hatfield discussed Why Income Investing Matters: Dividend & Fixed-Income Strategies for Retirement Stability. Here’s an…