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

Joel Greenblatt: How to Decide When to Sell Stocks

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In his book – You Can Be A Stock Market Genius, Joel Greenblatt explains why selling stocks is often harder than buying them. While buying opportunities are well-defined, especially after special events like spinoffs or bankruptcies, selling decisions are more complex. The market will eventually recognize the value revealed by … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

Johnny HopkinsStock ScreenerLeave 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) Albemarle (ALB) -62.55% Walgreens Boots Alliance (WBA) -61.49% Paycom Soft (PAYC) -57.81% Solventum (SOLV) -47.26% Estee Lauder Companies (EL) … Read More

Mohnish Pabrai: Decoding Business DNA: Predicting Future Performance and Investment Insights

Johnny HopkinsStock ScreenerLeave a Comment

In this article titled – Decoding A Company’s DNA, Mohnish Pabrai explains how a business’s foundational DNA is set in its first 90 days, making later changes difficult. This genetic code dictates how a company handles challenges. Investors can gain insights by understanding a company’s early-stage DNA, predicting future performance. Lucent, … Read More

Warren Buffett: We Prefer Outperformance in Down Markets

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In his 1960 Partnership Letter, Warren Buffett outlines his goal of achieving long-term performance superior to the Industrial Average, emphasizing that this superior performance will not be consistently evident compared to the Average. He explains that outperformance is likely in stable or declining markets, while performance may be average or … Read More

Howard Marks: The Best Investment Opportunities In 2024

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During his recent interview with Bloomberg, Howard Marks explains that leveraged companies will face difficulties renewing their debt and will incur higher costs, creating better investment opportunities. Six years ago, banks offered generous loans at low interest rates, but now the terms are much stricter. This shift particularly impacts private … Read More

Howard Marks: Accepting & Adapting In The Current Market Environment

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Howard Marks emphasizes the importance of understanding and accepting the current investment environment, recognizing that it may not always present clear opportunities. Investors should assess market conditions accurately and act accordingly, avoiding actions based on ignorance or attempts to change the market. Marks’ investment philosophy is influenced by Japanese concepts, … Read More

Warren Buffett: WPC: From $10.6 Million to $221 Million

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In his 1985 Berkshire Hathaway Annual Letter, Warren Buffett explained how in mid-1973, he purchased Washington Post Company (WPC) shares at a quarter of their business value, capitalizing on a significant market undervaluation. Most investors, influenced by academic theories on market efficiency, ignored intrinsic business value. By year-end 1974, despite … Read More

Bill Ackman – Top 10 Holdings – Latest 13F

Johnny HopkinsBill AckmanLeave a Comment

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

Warren Buffett: How To Identify Outstanding Managers

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In his 1986 Annual Letter, Warren Buffett acknowledges his underperformance in deploying capital compared to the excellent management by his company’s managers. Buffett and Vice Chairman Charlie Munger focus on retaining talented managers, who typically come with acquired companies and perform exceptionally due to their passion and owner-like mentality. Their … Read More