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Energy and Financials Lead This Week’s Deep Value ScreenEnergy and Financials continue to anchor the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads again with an Acquirer’s Multipl…
VALUE: After Hours (S07 E39): Forgotten Money and Forgotten Stocks: The Peaceful Portfolio ConceptDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed Forgotten Money and Forgotten Stocks: The Peaceful Portfolio Concept. Here’s an excerpt from the …
Warren Buffett’s Farewell Letter: Passing the Torch to Greg Abel and Reflecting on 95 Years of Luck and LessonsIn his November 10, 2025 Press Release, Warren Buffett opened with characteristic modesty and humor, writing, “I will no longer be writing Berkshire’s annual report or talking e…
Meta Platforms Q3 2025: AI Expansion Drives Strong Growth Amid Record InvestmentMeta Platforms (NASDAQ: META) delivered a powerful third quarter, with revenue climbing 26% year-over-year to $51.2 billion. Advertising contributed $50.1 billion, supported by …- VALUE: After Hours (S07 E39): I’m a Value Buyer but a Growth HolderDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed I’m a Value Buyer but a Growth Holder. Here’s an excerpt from the episode: Bogumil: I love the la…
Howard Marks: “The Worst of Loans Are Made in the Best of Times”In his November 2025 Memo titled “Cockroaches in the Coal Mine,” Howard Marks once again examines how markets react to stress and how cycles of confidence and carelessness repea…
Michael Burry’s Scion Asset Management Q3 2025 Portfolio AnalysisIn a decisive move that underscores his reputation as a staunch contrarian, Michael Burry’s Scion Asset Management has taken a massive bearish stance against the market’s leadin…- VALUE: After Hours (S07 E39): Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of InvestingDuring their recent episode, Taylor, Carlisle, and Bogumil Baranowski discussed: I’m a Value Buyer but a Growth Holder Forgotten Money and Forgotten Stocks: The Peaceful Portfol…
American Express Company (AXP): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: American Express Company (AXP). Profile American Express is one of the wor…
Weekly Investing Roundup – News, Podcasts, Interviews (11/07/2025)This week’s best investing news: Howard Marks Memo: Cockroaches in the Coal Mine (OakTree) Berkshire Hathaway Q3 2025 earnings summary (BH) Berkshire Hathaway Q3 2025 earnings r…
Westlake Chemical Partners (WLKP): Deep Value, 8% Yield, and a Fee-Based Cash Flow PowerhouseAs part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. T…
VALUE: After Hours (S07 E38): Small Cap Investing and Lessons from ScoutingDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed Small Cap Investing and Lessons from Scouting. Here’s an excerpt from the episode: Tobias: Adam, small cap…
Apple Q4 2025: Record $102.5B Revenue, Surging Services, and AI-Powered FutureApple Inc. (NASDAQ: AAPL) closed fiscal 2025 with what CEO Tim Cook called “an extraordinary year for Apple, in which we achieved an all-time revenue record of $416 billion for …
Netflix, Inc. (NASDAQ:NFLX) Q3 2025 Earnings Call — “Thrilling the Audience”Co-CEO Gregory Peters opened Netflix’s Q3 2025 earnings call by affirming that “the business is very healthy.” He said the company had “revenue in line with expectations” and th…- VALUE: After Hours (S07 E38): The Chipmunk Analogy: Reputation, Risk, and SurvivalDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed The Chipmunk Analogy: Reputation, Risk, and Survival. Here’s an excerpt from the episode: Jake: [chuckles]…
Howard Marks: U.S Learning to Live With a Real RivalIn his recent CNBC conversation Howard Marks reflected on a global landscape defined by rapid change and growing unpredictability. As he put it, “the global landscape is in tran…
Energy and Financials Lead This Week’s Deep-Value ScreenEnergy and Financials once again dominate the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads with an Acquirer’s Multiple (AM…- VALUE: After Hours (S07 E38): APi Group (APG): A Hidden Leader in Fire and Life Safety ServicesDuring their recent episode, Taylor, Carlisle, and Adam Wilk discussed APi Group (APG): A Hidden Leader in Fire and Life Safety Services. Here’s an excerpt from the episode: Tob…