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

This Week’s Best Value Investing News, Podcasts, Interviews (9/29/2023)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Jeremy Grantham Talks Bubbles ( Asset Class CAPM (Verdad) Bill Ackman lays out a series of reasons why he’s betting rates keep rising (CNBC) Long-Term Crummy Models (Rudy Havenstein) A Conversation with Jamie Dimon (DEC) Warren Buffett Q&A Transcript || 1994 at UNC (Kingswell) Adapting … Read More

Mohnish Pabrai: The Power of High Conviction Bets

Johnny HopkinsMohnish Pabrai

In this interview with Meb Faber, Mohnish Pabrai discussed the power of high conviction bets. Here’s an excerpt from the interview: Pabrai: Well there’s several that come to mind. The first one that comes to mind would be investing in a place like Turkey. I’ve been going there for about … Read More