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Weekly Investing Roundup – News, Podcasts, Interviews (01/23/2026)This week’s best investing news: Fireside Chat with Howard Marks of Oaktree Capital Management (Pepperdine) GMO’s Jeremy Grantham Sees an AI Bubble — and a Familiar Ending (Bloo…
Deep Value Healthcare Services Operator – Nutex Health Inc (NUTX)As 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 E01): Strategic Catalysts: How Warner Bros. Created an Auction for Its AssetsDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Strategic Catalysts: How Warner Bros. Created an Auction for Its Assets. Here’s an excerpt from the ep…
Jamie Dimon: Five More Years at JPMorganJamie Dimon is rarely short on perspective, and when he does speak, investors tend to listen. With JPMorgan Chase shares outperforming the large-bank cohort for more than a deca…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis Week’s Deep-Value Landscape This week’s Acquirer’s Multiple® Large-Cap screen again skews toward capital-intensive cyclicals, cheap financials, and mature hardware franchis…- VALUE: After Hours (S08 E01): The Price Asks the Question: A Mental Model Every Investor Should KnowDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed The Price Asks the Question: A Mental Model Every Investor Should Know. Here’s an excerpt from the epi…
Why Mark Mobius Favors China Tech and India Growth for 2026 InvestorsInvestors tracking China have been forced to balance soft macro data with surging equity prices. The MSCI Asia-Pac index for China was actually up 28% last year… Shanghai up 18%…
Chris Hohn: Reinforcing Compounders While Trimming Tech & Rail ExposureThe latest 13F filing from TCI Fund Management offers a crisp look at how Chris Hohn continues to express a long-duration, quality-compounder equity strategy while tactically ad…- VALUE: After Hours (S08 E01): Why the Hunt for the Next Amazon Loses More Money Than It MakesDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed Why the Hunt for the Next Amazon Loses More Money Than It Makes. Here’s an excerpt from the episode: J…
Jeremy Grantham: AI Stocks Could Repeat Railroad and Dot-Com BubblesInvestors have seen this movie before. A transformative idea takes hold, capital pours into a narrow set of beneficiaries, valuations disconnect from traditional return expectat…
Top Superinvestors Are Buying FedEx Corp (FDX)According to the latest 13F filings, several well-known value and quantitative investors increased their exposure to FedEx Corp (FDX) this quarter, reflecting renewed confidence…- VALUE: After Hours (S08 E01): How Value Investors Use Intrinsic Value Without Predicting the FutureDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed How Value Investors Use Intrinsic Value Without Predicting the Future. Here’s an excerpt from the epis…
Terry Smith: Underperformance In A Strategy Is A Feature Not A FailureTerry Smith has long argued that the basic mathematics of return compounding is still the only serious anchor for long-term investors. In his conversation on Behind the Balance …
Carl Icahn: Positioning Through Activism, Control Stakes & Deep Value CyclicalsThe latest 13F filing from Icahn Capital offers a textbook look at Carl Icahn’s continued approach to value extraction through control stakes, activism, and opportunistic accumu…- VALUE: After Hours (S08 E01): Gary Mishuris On $PHIN And $WBD, Options And Intrinsic Value InvestingDuring their recent episode, Taylor, Carlisle, and Gary Mishuris discussed: How Value Investors Use Intrinsic Value Without Predicting the Future The Price Asks the Question: A …
The Home Depot, Inc. (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: The Home Depot, Inc. (HD) Profile The Home Depot is the world’s largest ho…- Weekly Investing Roundup – News, Podcasts, Interviews (01/16/2026)This week’s best investing news: Warren Buffett was still searching for that elephant to buy in his final months as Berkshire CEO (CNBC) Why Michael Burry’s AI skepticism can be…
Altria Group, Inc. (MO): A Deep Value Consumer Staples Cash MachineAs part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that may represent a mispriced opportunity relative to its unde…