Introducing Acquirers Funds®

Tobias CarlisleStock Screener6 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

Stock In Focus – TAM Stock Screener – United Therapeutics Corporation (NASDAQ: UTHR)

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As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is United Therapeutics Corporation (NASDAQ: UTHR). United Therapeutics specializes in drug development … Read More

This Week’s Best Investing Articles, Research, Podcasts 8/14/2020

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Here’s a list of this week’s best investing reads: Speculation & Innovation (Jamie Catherwood) Expiring vs. Permanent Skills (Collaborative Fund) Duration as Leverage (Verdad) The Most Counterintuitive Recession Ever (A Wealth of Common Sense) This Is What ‘Fiscal Dominance’ Looks Like (Felder Report) Beloved Country. Unloved Hedge (Vitaliy Katsenelson) Bye Bye, New York (The Irrelevant Investor) … Read More

One Stock Superinvestors Are Selling

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More

Warren Buffett’s $800 Million Bet On $BAC

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Warren Buffett’s $800 Million Bet On $BAC. Here’s an excerpt from the episode: Tobias: This is slightly off-topic, but every time I say that, Buffett’s got– Bill’s article came out with Buffett’s got the best– … Read More

Paul Singer: How To Invest During Turbulent Times

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Here’s an excerpt from Elliott Management’s 2013 Shareholder Letter in which Paul Singer provided some great advice on investing during turbulent times saying: We should all be humble enough to realize that once every 20 or 30 or 40 years, values go to real extremes. Any investment program must take … Read More

195 Years of Value

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed 195 Years of Value. Here’s an excerpt from the episode: Tobias: For me, it’s helpful to go back and look at those. I like running through backtests and I go through them in pretty granular … Read More

One Stock Superinvestors Are Buying

Johnny HopkinsStock ScreenerLeave a Comment

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More

Stoicism for Value Investors

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Stoicism for Value Investors. Here’s an excerpt from the episode: Jake: I am doing, how to invest like a stoic. What’s amazing about it is that, like you said, these guys were mostly from 2000 … Read More

One Stock Superinvestors Are Buying

Johnny HopkinsStock ScreenerLeave a Comment

As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth … Read More