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

G.A.U.P – Growth At An Unreasonable Price

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During his recent interview with Tobias, Vitaliy Katsenelson, author and CEO of Investment Management Associates discusses G.A.U.P – growth at an unreasonable price. Here’s an excerpt from the interview: Tobias Carlisle: What’s the difference between a growth at a reasonable price investor, and a Buffett style franchise, DCF style investor? … Read More

(Ep.41) The Acquirers Podcast: Vitaliy Katsenelson – Value Intellect, Softbank, Telsa And Value

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Vitaliy Katsenelson. He’s the CEO of Investment Management Associates, and the author of two books Active Value Investing and The Little Book of Sideways Markets. During the interview Vitaliy provided some great insights into: Before I Got Into Investing, I Thought … Read More

This Week’s Best Investing Articles, Research, Podcasts 12/6/2019

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Here’s a list of this week’s best investing reads: Survivorship Bias: The Tale of Forgotten Failures (Farnam Street) The Portfolio Gap (The Irrelevant Investor) Where Have All The Stock Market Returns Come From This Decade? (A Wealth of Common Sense) The Big Thing Investors Have Trouble Accepting (The Reformed Broker) Why Warren Buffett Is The … Read More

David Einhorn: Q3 2019 Top 10 Holdings

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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

The First Question To Ask When Analysing Opportunities – What Is The Customer Value Proposition?

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During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital explains the importance of understanding the customer value proposition, when analysing potential investment opportunities. Here’s an excerpt from the interview: Tobias Carlisle: Okay. So you very kindly sent through a little bit about your investment … Read More

Unit Economics – A Modern Value Approach

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During his recent interview with Tobias, the man behind the pseudonymous Twitter account, Bluegrass Capital discusses how unit economics provide an alternative method for valuing companies today. Here’s an excerpt from the interview: Tobias Carlisle: Well, that’s very kind. I heard your podcast with Ryan Reeves and he had this … Read More

Greenbackd: (S01 E01) The VALUE: After Hours Podcast

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In addition to The Acquirers Podcast, Tobias has just launched a new weekly podcast called – VALUE: After Hours on his Greenbackd website. Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment. Tobias is joined by co-hosts Bill Brewster of Sullimar Capital Group, and … Read More

(Ep.40) The Acquirers Podcast: Bluegrass Capital – Unit Economics, Incremental Returns And Intangible Capital

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Summary In this episode of The Acquirer’s Podcast Tobias chats with the man behind the pseudonymous Twitter account, Bluegrass Capital. During the interview Bluegrass provided some great insights into: Unit Economics – A Alternative Method For Valuing Companies Today The First Question To Ask When Analysing Opportunities – What Is … Read More

David Abrams: Q3 2019 Top 10 Holdings

Johnny HopkinsDavid AbramsLeave 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