Acquirer’s Multiple®

Weekly Investing Roundup - News, Podcasts, Interviews (04/17/2026) Read the full roundup here
: tinyurl.com/8dkkhbwy

McDonald’s Corporation (MCD): Our Calculation of Intrinsic Value Full analysis here: tinyurl.com/3fw55zp2

Westlake Chemical Partners LP (WLKP): Deep Value Chemical-Related Business Full analysis here: tinyurl.com/azzyexzz

VALUE: After Hours (S08 E13): During their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Hidden Limits of AI Growth: Energy, Commodities, and Reality Check. Full excerpt here: tinyurl.com/48xsn54u

What Daniel Loeb’s Latest Letter Reveals About Market Risk and AI Here's our take on the letter: tinyurl.com/3t32a6x5

Bruce Berkowitz Portfolio Analysis: Top 10 Positions and High Conviction Bet Here's our take on the portfolio: tinyurl.com/5ypfmrj9

VALUE: After Hours (S08 E13): During their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Value Investing Still Works: The Case for Quality Compounders Over Net-Nets. Full excerpt here: tinyurl.com/y3hfjm66

In his latest shareholder letter, David Einhorn Explains Why He Is Prioritizing Defense Over Offense Right Now Here's our take on the letter: tinyurl.com/4hcsshpn

This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen Full analysis here: tinyurl.com/3xbtu6dr

VALUE: After Hours (S08 E13): During their recent episode, Taylor, Carlisle, and Mark Cooper discussed The Most Overvalued Stocks Since the Dot-Com Bubble? A Data-Driven Warning. Full excerpt here: tinyurl.com/4r29ntcs

In their latest report, Cliff Asness and the team at AQR discuss why A Positive Stock-Bond Correlation Is a Terrible Reason to Add More Equity Risk to Your Portfolio Here's our take on the report: tinyurl.com/crft3dt9

Top Superinvestors Are Buying Broadcom Inc. (AVGO) To find out why top investors are buying the company, click here: tinyurl.com/4apakjbt

VALUE: After Hours (S08 E13): During their recent episode, Taylor, Carlisle, and Mark Cooper discussed Why Global Small Cap Value Could Outperform the S&P by 25% Per Year. Full excerpt here: tinyurl.com/45ydjpu2

In his latest memo titled - What’s Going on in Private Credit?, Howard Marks Warns Private Credit Faces a Crucial Test for Investors Here's our take on the memo: tinyurl.com/y82r8k6z

Prem Watsa Portfolio Analysis: Top 10 Positions and Key Changes Here's our take on the portfolio: tinyurl.com/356ekhrs

VALUE: After Hours (S08 E13): Mark Cooper on global small cap value, AI and managing small cap long/short at MAC Alpha Full excerpt here: tinyurl.com/639tmpsw

Visa Inc. (V): Our Calculation of Intrinsic Value Full analysis here: tinyurl.com/rdemjutk

Weekly Investing Roundup - News, Podcasts, Interviews (04/10/2026) Read the full roundup here
: tinyurl.com/2r7mtvb2

Pilgrim's Pride Corporation (PPC): Deep Value Poultry Producer Full analysis here: tinyurl.com/v7ar3tzk