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

Ray Dalio: The Top 3 Considerations When Diversifying Investments

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During his recent presentation at The Greenwich Economic Forum, Ray Dalio discusses the importance of diversification across countries, asset classes, and currencies. He outlines three key factors for evaluating countries: financial health (whether the country earns more than it spends), an environment that promotes healthy competition and productivity, and the … Read More

Mohnish Pabrai: Why Debt-Free Companies Are the Best Investment Choice

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During this presentation at The University of Nebraska, Mohnish Pabrai discusses his investment philosophy, emphasizing the importance of staying within one’s circle of competence. He mentions past investments in Maotai, Alibaba, and Tencent, noting their mixed results. Pabrai advocates for businesses that operate with zero debt, citing Berkshire Hathaway as … Read More

Michael Burry – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (06/21/2024)

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This week’s best investing news: Mohnish Pabrai’s Session at The University of Nebraska (MP) Bonus Episode: Howard Marks on “In Good Company” (HM) Ronald Olson – Partnership Lessons from Buffett-Munger (Bloomberg) Buffett’s Investment Evolution (WealthTrack) The Penny Stock Anomaly (Verdad) Francis Chou – 2024 Ivey Value Investing Classes Guest Speaker … Read More

Howard Marks: How to Gauge Where We Are In Any Market Cycle

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In his book – Mastering the Market Cycle, Howard Marks emphasizes understanding market cycles through two key assessments: quantitative analysis of valuations and qualitative observation of investor behavior. Valuations aligned with historical norms suggest the cycle isn’t highly extended. Observing investor behavior provides additional insights. These assessments help gauge the … Read More

Is AI Worth the Environmental Cost?

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During their recent episode, Taylor, Carlisle, and Brewster discussed Is AI Worth the Environmental Cost?, here’s an excerpt from the episode: Bill: Got through unscathed. You know what bothers me about this AI stuff, Jake? I called Jake to talk about this to get his take on it. We’re supposed … Read More

Francois Rochon: A Proven Strategy for Succeeding During Market Downturns

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In this interview with The Investor’s Podcast, Francois Rochon discusses the inevitability of significant stock market drops, noting that most stocks, including Berkshire Hathaway, have experienced 50% declines. He highlights two major market downturns since he began investing 30 years ago: in 2001-2002 and 2008-2009. During the 2008-2009 crisis, despite … Read More

Ray Dalio: Immunize Your Finances and The Complete Diversification Strategy

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During this interview with WSJ, Ray Dalio emphasizes the importance of financial security and diversification. He advises first establishing financial immunity to unexpected job loss by securing essential funds. Next, focus on achieving real returns and diversifying investments. Dalio highlights the significance of finding 15 good, uncorrelated return streams to … Read More

The Case for a “Small-Cap Summer”

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During their recent episode, Taylor, Carlisle, and Brewster discussed The Case for a “Small-Cap Summer”, here’s an excerpt from the episode: Tobias: It took me a little bit of time to read my writing here, but smalls have been hosed. Smalls are back to the 2020 lows relative to the … Read More

Francis Chou: Key Strategies for Successful Value Investing

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During this presentation at the Ivey Business School Value Investing Program 2024, Francis Chou emphasizes the principles of value investing, highlighting that success in both bonds and equities stems from selecting companies based on their intrinsic worth rather than their market price. He explains that even underperforming companies, which he … Read More