Creator Profile
The Acquirers Podcast
YouTube | stock
16.7K followers
Visit creator profilePerformance since February 25, 2026
- Creator strategy
- -3.78%
- S&P 500
- +2.95%
- Edge
- -6.73%
- Success rate
- Locked
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Recent Posts
Latest published research
October 5, 2026
Can Markel Really Become the Next Berkshire Hathaway?
The creator discusses Markel (MKL) as a potential investment, comparing it to Berkshire Hathaway. While not expecting it to be the next Berkshire, they see it as an attractive investment with potential for good long-term performance, especially if they improve their insurance underwriting and increase share buybacks. Fairfax (FFH) is also briefly mentioned as another potential investment, though the creator lacks a current view due to its valuation.
October 3, 2026
Why Madison Square Garden Sports (MSGS) Is Severely Undervalued
The creator discusses Madison Square Garden Sports (MSGS), highlighting its severe undervaluation. The company, which owns the New York Knicks and New York Rangers, is expected to be split into two separate entities to unlock shareholder value. The creator also draws parallels to Atlanta Braves Holdings (BATRK) and its potential upside, suggesting that sports franchises are valuable assets, especially with billionaire owners and private equity involvement.
October 2, 2026
Are AI Fears Crushing High-Quality Travel Stocks?
The creator discusses how AI fears are impacting high-quality travel stocks like Booking and Airbnb, arguing that the market has overreacted. They believe that despite recent negative reports and analyst commentary, these companies possess strong competitive advantages that AI will ultimately enhance, creating buying opportunities for long-term investors.