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The Acquirer’s Multiple (Blog)

The Acquirer’s Multiple (Blog)

Publication
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Independent value/M&A-oriented blog and podcast focusing on acquirers, capital allocation, and valuation.

Recent Posts

Tesla, Inc. (TSLA): Our Calculation of Intrinsic Value
News•Feb 19, 2026

Tesla, Inc. (TSLA): Our Calculation of Intrinsic Value

In this episode the hosts walk through a discounted cash flow (DCF) valuation of Tesla, Inc., outlining their assumptions—a 10% discount rate, 3% terminal growth, and projected free cash flows rising from $6.5 B in 2025 to $10.5 B in 2029. The model yields an enterprise value of $127.4 B, a net cash position of $29.4 B, and an intrinsic share price of roughly $42, far below Tesla’s market price near $411. The discussion highlights Tesla’s strategic assets—vertical integration, battery tech, AI and autonomy, and energy solutions—while noting that the current market premium reflects speculative bets on future autonomy and AI platform monetization rather than present cash‑flow fundamentals.

By The Acquirer’s Multiple (Blog)
Warren Buffett: Beware The Investment Activity That Produces Applause
News•Feb 18, 2026

Warren Buffett: Beware The Investment Activity That Produces Applause

In this episode, Warren Buffett’s 2008 shareholder letter is dissected to highlight timeless investment principles amid market turbulence. Buffett stresses that pessimism, not euphoria, should guide investors, urging disciplined valuation, liquidity, and patience during downturns while warning against chasing applause...

By The Acquirer’s Multiple (Blog)
Ed Wachenheim: Homebuilders, Cyclicals & GM Trim Explained
News•Feb 18, 2026

Ed Wachenheim: Homebuilders, Cyclicals & GM Trim Explained

In this episode, Ed Wachenheim of Greenhaven Associates discusses his $6.1‑$6.2 billion equity portfolio, which remains heavily concentrated in cyclical and housing‑related stocks such as General Motors, Lennar, Toll Brothers, PulteGroup and D.R. Horton. He explains recent trims—most notably a 34%...

By The Acquirer’s Multiple (Blog)
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
News•Feb 18, 2026

This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen

The episode reviews the Acquirer’s Multiple® Large‑Cap screen, highlighting that capital‑intensive cyclicals, discounted financials, and legacy industrials are trading far below the cash they generate. Energy giants like Equinor and Petrobras, financials such as Synchrony and BNY Mellon, and steel producer...

By The Acquirer’s Multiple (Blog)
Insights From Jeremy Grantham: Bubble Risks in Today’s Market
News•Feb 16, 2026

Insights From Jeremy Grantham: Bubble Risks in Today’s Market

In this episode, Jeremy Grantham discusses the persistent risk of bubbles in today’s market, emphasizing that while transformative tech narratives—especially around AI—can be genuine, they often inflate valuations beyond realistic expectations. He warns that the real bubble may lie in...

By The Acquirer’s Multiple (Blog)
Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)
News•Feb 16, 2026

Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)

The episode reviews recent 13F filings that show several top institutional investors, including Bridgewater, Gotham, Fisher, AQR, GMO, Pzena, and newcomer Bill Miller, increasing or initiating stakes in Cal-Maine Foods, the largest U.S. egg producer. The analysts cite Cal-Maine’s defensive...

By The Acquirer’s Multiple (Blog)