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

Tech Dominance Is Breaking the Market Cycle

Johnny HopkinsTech DominanceLeave a Comment

During their recent episode, Taylor, Carlisle, and Michael Gayed discussed Tech Dominance Is Breaking the Market Cycle. Here’s an excerpt from the episode: Michael: No, no, that’s good, actually. So, let’s play with this. Jake: Confirm my priors, please. [laughter] Michael: Right. Misery loves company, especially in podcasts. Okay, let’s … Read More

10 Worst Performing Large-Caps Last 12 Months

Johnny HopkinsUnderperforming StocksLeave a Comment

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) Moderna (MRNA) -64.28% Super Micro Computer (SMCI) -56.67% Intel (INTC) -54.35% Estee Lauder Companies (EL) -52.66% Walgreens Boots Alliance … Read More

Warren Buffett: Why Opportunities Abound In This Changing World

Johnny HopkinsInvesting Opportunities, Warren BuffettLeave a Comment

In the 2023 Berkshire Hathaway Annual Meeting, Warren Buffett argues that opportunities in investing remain abundant, driven by others making poor decisions. He reflects on how the world has changed since 1942, noting that new technologies don’t eliminate opportunities. Over the 58 years of running Berkshire Hathaway, he has observed … Read More