Introducing Acquirers Funds®

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We’ve launched a new investment firm called Acquirers Funds® to help you put the acquirer’s multiple into action. Acquirers Funds® Our investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. We believe deeply undervalued, and out-of-favor stocks offer asymmetric returns, with … Read More

Jeremy Grantham: Beyond GDP: How Technology and Qualitative Growth Can Lead to a Better Future

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In his latest paper titled Sustainability Or Bust: The Sheer Impossibility Of Eternal Compound Growth, Jeremy Grantham argues that focusing on GDP growth is not important. Even with a declining GDP due to shrinking population and reduced resource consumption, a high quality of life can be achieved through technological advancements … Read More

Bruce Berkowitz: From Bookmaking to Cash Flow Genius

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During this interview with RWH, Bruce Berkowitz says the key to analyzing companies, especially financial institutions, is focusing on their cash flow. He learned this from his and his father’s experience running a bookmaking business. Despite the money he made, Berkowitz observed the destructive nature of gambling. Here’s an excerpt … Read More

China’s Demographic Timebomb

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During their latest episode of the VALUE: After Hours Podcast, Carlisle, Taylor, and Bloomstran discussed China’s Demographic Timebomb. Here’s an excerpt from the episode: Tobias: But you’re pretty bearish on China. What do you think about China? I know you just mentioned Alibaba. But generally, just don’t invest in communist … Read More

VALUE: After Hours (S06 E10): Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Christopher Bloomstran discuss: China’s Demographic Timebomb Market Frothiness: A 2021-Like Bubble Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal? Buffett’s Cash … Read More

Mohnish Pabrai: Gridlock Crippling U.S Progress: Despite Economic Strength, Divided Government Hinders Potential

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In this interview at the SumZero Virtual Investor Summit 2024, Mohnish Pabrai discussed his disappointment with the current political gridlock in Congress, and choice of political candidates. He also highlighted the significant potential for the U.S if a more functional government existed. Here’s an excerpt from the interview: Pabrai: I … Read More

Is Bitcoin a Bubble? The Ski Jump Price Pattern

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During their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle and Jonathan Treussard discussed Is Bitcoin a Bubble? The Ski Jump Price Pattern. Here’s an excerpt from the episode: Tobias: Just to pick up on something that we were talking about before. So, I said the dragon king … Read More