Introducing Acquirers Funds®

Tobias CarlisleStock Screener8 Comments

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

Mohnish Pabrai: The Evolution and Erosion of Moats

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In his book The Dhandho Investor, Mohnish Pabrai explains how a business’s hidden moat, or competitive advantage, can often be identified through its financial statements. Businesses with strong moats generate high returns on invested capital, as seen in examples like Chipotle, which reinvests profits to fuel exponential growth. Pabrai draws … Read More

Li Lu: Markets Are Designed To Catch Human Weaknesses

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In this CCBC Fireside Chat with Bruce Greenwald, Li Lu discusses the importance of understanding businesses deeply, drawing inspiration from Ben Graham’s concept of Mr. Market. He warns that financial markets can be volatile and are designed to exploit human weaknesses. Investors who lack true understanding will eventually face losses, … Read More

10 Worst Performing Large-Caps Last 12 Months

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Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -53.01% Moderna (MRNA) -45.62% Celanese (CE) -44.52% Intel (INTC) -44.22% Humana (HUM) -41.69% Dollar Tree … Read More

Stupid Simplicity: Four Pillars of Health and Wellness

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During their recent episode, Taylor, Carlisle, and Phil Pearlman discussed Stupid Simplicity: Four Pillars of Health and Wellness. Here’s an excerpt from the episode: Tobias: Let’s just start with the health program. What’s your philosophy about getting healthy, staying healthy? What are the big muscle movements that people can do … Read More

Joel Greenblatt: Why Buying “Cheap” and “Good” Stocks Is a Winning Strategy

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In this interview with the RWH Podcast, Joel Greenblatt explains the core idea behind his investment strategy in The Little Book, emphasizing a simple approach of using basic metrics for identifying “cheap” and “good” stocks. He tested this method, combining these metrics into a portfolio, and it proved successful. Greenblatt acknowledges … Read More

Mohnish Pabrai: The All-In Investing Mindset: Lessons from Entrepreneurs

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During this Q&A session with Columbia Business School, Mohnish Pabrai highlights the all-in mentality of entrepreneurs, such as a first-generation Chinese couple opening a restaurant, who invest nearly all their money and time into their ventures. This scenario mirrors millions of U.S. entrepreneurs, who rarely consider diversification yet sleep soundly … Read More

Warren Buffett: Every Company Needs an Owner’s Manual

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During the 2004 Berkshire Hathaway Annual Meeting, Warren Buffett discussed his approval of Google’s adoption of a communication style inspired by Berkshire Hathaway’s Owner’s Manual. He emphasizes the importance of companies being transparent with their investors about their principles and operational approaches. Buffett believes this straightforwardness builds trust, akin to what … Read More

VALUE: After Hours (S06 E43): Fitness Alpha, Health, Enlightenment and Markets with Phil Pearlman, Pearl Institute

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Phil Pearlman discuss: Fitness Alpha: Unlocking Outperformance Through Health and Well-Being Stupid Simplicity: Four Pillars of Health and Wellness Overachiever’s Dilemma: Rest, Injury, and Staying Consistent How Bacterial Mutation Informs Investment Strategy What Simone Biles … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (11/22/2024)

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This week’s best investing news: Oaktree’s Howard Marks on China Opportunities, Trump’s Cabinet, Market Sentiment (Bloomberg) Mohnish Pabrai’s Guest Lecture at UNO’s Maverick Investment Club (MP) Cliff Asness on the “Less Efficient Market Hypothesis” (Excess Returns) Shorting Credit (Verdad) Interview with Oakmark’s Bill Nygren (Inside Active) The Value Perspective with … Read More