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McDonald’s Isn’t a Burger Company — It’s a LandlordDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Get Paid While You Wait. Here’s an excerpt from the episode: [Tim] Y…
Smart Money Is Buying FedEx Fight Hldg Co Inc (FDXF)A number of prominent institutional investors have established new positions in FedEx Fight Hldg Co Inc (FDXF), according to the latest investor activity data. The buying includ…
Dot-Com Bubble vs AI Boom: What Today’s Investors Are MissingDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Dot-Com Bubble vs AI Boom: What Today’s Investors Are Missing Here’s an excerpt from the episode: [Zeke]…- Value Options: Get Paid to Wait for McDonald’s Stock (Selling Puts Explained)During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed: McDonald’s Isn’t a Burger Company — It’s a Landlord Two Advantages …
Jeremy Grantham’s Latest Portfolio: Top 10 Holdings & Biggest TradesJeremy Grantham reported an equity portfolio valued at approximately $44.40 billion in the latest reported quarter, with Grantham, Mayo, Van Otterloo & Co. (GMO) maintaining a b…- VALUE: After Hours (S08 E29): A Hedge Fund Manager’s Honest Take on Why Most Investors Fail – Zeke AshtonDuring their recent episode, Taylor, Carlisle, and Zeke Ashton discussed: From Motley Fool Writer to $110M Hedge Fund Manager Dot-Com Bubble vs AI Boom: What Today’s Investors A…
Weekly Investing Roundup – News, Podcasts, Interviews (09/11/2026)This week’s best investing news: Mohnish Pabrai: Three Investment Principles Learned Directly from Buffett (KI) Ken Fisher – Should Investors Fear September? (Fisher) Small Caps…
How to Find Options Opportunities When the VIX Is LowDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How to Find Options Opportunities When the VIX Is Low. Here’s an exc…
Microsoft Corporation (MSFT): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Microsoft Corporation (MSFT). Profile Microsoft is one of the world’s larg…
How to Stay Convicted When the Market Says You’re WrongDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed How to Stay Convicted When the Market Says You’re Wrong. Here’s an excerpt from the episode: [Matt] I m…- How Selling Puts Can Give You a Better Entry PriceDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How Selling Puts Can Give You a Better Entry Price. Here’s an excerp…
BellRing Brands, Inc. (BRBR): Undervalued Consumer Nutrition CompanyAs 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…- How Great Investors Avoid Falling in Love With Their StocksDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed How Great Investors Avoid Falling in Love With Their Stocks. Here’s an excerpt from the episode: [Matt]…
- Why Buffett’s Google Investment Is Worth WatchingDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Buffett’s Google Investment Is Worth Watching. Here’s an excerpt…
- How to Find Stocks the Market Is MispricingDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed How to Find Stocks the Market Is Mispricing. Here’s an excerpt from the episode: [Matt] Yeah, well, eve…
- Why Buffett Is Betting on the U.S. Housing MarketDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Why Buffett Is Betting on the U.S. Housing Market. Here’s an excerpt…
Smart Money is Buying: Devon Energy Corp. (DVN)According to the most recent reported 13F filings, institutional investors showed notable buying activity in Devon Energy Corp. (DVN), with several prominent value, quantitative…- The Four Things Matt Sweeney Looks for in a StockDuring their recent episode, Taylor, Carlisle, and Matt Sweeney discussed The Four Things Matt Sweeney Looks for in a Stock. Here’s an excerpt from the episode: [Matt] Yeah. I m…