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VALUE: After Hours (S08 E27): I Studied Every 100-Bagger Stock in History. Here’s What I Found | Chris MayerDuring their recent episode, Taylor, Carlisle, and Chris Mayer discussed: The Real Secret to Long-Term Investing What Makes a Potential 100-Bagger? The Four Things Chris Mayer L…
Weekly Investing Roundup – News, Podcasts, Interviews (08/28/2026)This week’s best investing news: Mohnish Pabrai’s Interview with New Money (NM) Ken Fisher – Get Ready for This Stock Market Miracle Ahead (Fisher) The Yen Panic (Verdad) The Mo…
Meta Platforms, Inc. (META): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META). Profile Meta Platforms is one of the world’s …
Can Venezuela Become an Investable Economy Again?During their recent episode, Taylor, Carlisle, and Francisco Amador discussed Can Venezuela Become an Investable Economy Again?. Here’s an excerpt from the episode: [Francisco] …
Equinor ASA (EQNR): Undervalued European Energy 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…- Venezuela’s Capital Markets and the Challenge of InvestingDuring their recent episode, Taylor, Carlisle, and Francisco Amador discussed Venezuela’s Capital Markets and the Challenge of Investing. Here’s an excerpt from the episode: [Fr…
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, despite ongoing investor enthusiasm for…- Investing in Venezuela: Valuations, Risks and Early OpportunitiesDuring their recent episode, Taylor, Carlisle, and Francisco Amador discussed Investing in Venezuela: Valuations, Risks and Early Opportunities. Here’s an excerpt from the episo…
Smart Money is Buying Carvana Co. (CVNA)According to the most recent reported 13F filings, institutional investors showed notable buying activity in Carvana Co. (CVNA), with several prominent hedge fund, value, and qu…- Venezuela’s Economic Reopening Creates a New Investment OpportunityDuring their recent episode, Taylor, Carlisle, and Francisco Amador discussed Venezuela’s Economic Reopening Creates a New Investment Opportunity. Here’s an excerpt from the epi…
Li Lu’s Latest Portfolio: Top Holdings, Biggest Changes & StrategyLi Lu reported an equity portfolio valued at approximately $3.70 billion in the latest reported quarter, continuing the highly concentrated, long-term value investing approach t…- VALUE: After Hours (S08 E26): Beyond the Sanctions: Venture capital and private equity investment in Venezuela – Francisco AmadorDuring their recent episode, Taylor, Carlisle, and Francisco Amador discussed: Venezuela’s Economic Reopening Creates a New Investment Opportunity Investing in Venezuela: Valuat…
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 (08/21/2026)This week’s best investing news: Bill Ackman Calls His New Fund’s Slumping Stock Price ‘Frankly Absurd’ (WSJ) Greg Abel Broke Warren Buffett’s 14-Quarter Selling Streak. Here’s …
ServiceNow (NOW) and Workday (WDAY): Using AI Fears to Find Options OpportunitiesDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed ServiceNow (NOW) and Workday (WDAY): Using AI Fears to Find Options …
Lululemon Athletica Inc. (LULU): Undervalued Premium Athletic Apparel 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…- Norwegian Cruise Line (NCLH): Selling Puts After a Major Stock Price DeclineDuring their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed Norwegian Cruise Line (NCLH): Selling Puts After a Major Stock Price…
- This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap ScreenThis week’s Acquirer’s Multiple® Large-Cap screen continues to uncover attractive value opportunities across a broad range of industries, despite ongoing investor enthusiasm for…