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The Acquirer's Multiple®'s title: The Acquirer's Multiple® | Absurdly Simple, Ridiculously Powerful Deep Value Stock Screener

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Value Options: AMZN & UBER – Two Short-Term Option Income Ideas

During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed:

Why Amazon’s Massive AI Spending Could Be Creating a Buying Opportunity This Amazon Options Trade Targets a 30% Annualized Return The Biggest Mistake Investors Make When Selling Put Options Could Uber Be a Long-Term Winner in the Robotaxi Revolution? How This Ub...

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Carl Icahn’s $8.55 Billion Portfolio: Top 10 Holdings

Carl Icahn reported an equity portfolio valued at approximately $8.55 billion in the latest reported quarter, maintaining the highly concentrated investment approach that has defined his strategy for decades. Rather than spreading capital across a large number of companies, Icahn continues to focus heavily on a relatively small group of businesses where he ho...


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VALUE: After Hours (S08 E23): Inside Artisan’s International Value Fund with Portfolio Manager David Samra

During their recent episode, Taylor, Carlisle, and David Samra discussed:

How International Value Investing Has Changed Over the Last 25 Years Four Rules for Finding Undervalued Stocks How To Build a Concentrated Global Value Portfolio How Value Investors Use Financial Statements to Understand a Business Where To Find Value in Today’s Global Markets Is the AI Boom Chang...

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Weekly Investing Roundup – News, Podcasts, Interviews (07/24/2026)

This week’s best investing news:

What Bill Ackman Is Investing In (WNN)

Rich Pzena – Buying Great Businesses When Everyone Hates Them (BTBS)


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How Market Volatility Creates Better Options Selling Opportunities

During their recent episode of the Value Options Letter and Acquirers Podcast, Travis and Carlisle discussed How Market Volatility Creates Better Options Selling Opportunities. Here’s an excerpt from the episode:

And one of the things, Toby, that I think is dynamic about the value options letter is because it’s an active process, there’s days when it looks like the Ira...


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