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

This Week’s Best Value Investing News, Research, Podcasts 12/4/2020

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Here’s a list of this week’s best investing news: Value Investing: A History (Jamie Catherwood) How To Think For Yourself (Paul Graham) Beyond Yield (Verdad) Russian Nesting Deals (Epsilon Theory) Five Lessons From Dave Chappelle (Stratechery) Explore Or Exploit? How To Choose New Opportunities (Farnam Street) Game Theory (Humble Dollar) Keith McCullough On The Power Of Betting … Read More

Horsebetting – Crist Is The GOAT On Value

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Horsebetting – Crist Is The GOAT On Value. Here’s an excerpt from the episode: Bill: Yeah, a little bit. Actually, I’m going to mess it up. Michael Mauboussin. Mabo-sinn? Maba-ssan? What? I don’t know. Whatever. … Read More

VALUE: After Hours (S02 E47): Investors Be Thankful, Horsebetting, And Buffett’s Hitting Coach Munger

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In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: Horsebetting – Crist Is The GOAT On Value Investors Be Thankful Buffett’s Hitting Coach Munger U.S Lottery Ticket Winners Venetian Double-Entry Bookkeeping #neversell End Of Year Selling Chris Cole – The Endgame The Asset Shortage … Read More

Evaluate The Company’s Industry, Capacity & Demand

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Evaluating The Company’s Industry, Capacity & Demand. Here’s an excerpt from the interview: Tobias: You’ve done your preliminary research, and you’re satisfied that this is something you want to go forward with, what’s the next stage … Read More

Long-Lived Instos

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Jake: All right, veggie time. So, this segment is called The Data of Long-lived Institutions, and it’s based on this article and a presentation that Alexander Rose gave, … Read More

Use Simple Charts To Measure Investor Sentiment

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed Using Simple Charts To Measure Investor Sentiment. Here’s an excerpt from the interview: Tobias: Well, let’s just go back a little bit to the process, because I’m sort of interested to know it. Once you get … Read More

One Stock Superinvestors Are Buying Or Holding

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As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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, … 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

Buffett Sells $COST

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Sells $COST. Here’s an excerpt from the episode: Jake: Speaking of never sell, what’s Costco no more? Tobias: It seemed like a good segue there. Bill: Yeah. Tobias: I thought everybody’s complaining about– I … Read More

The Importance Of Pricing Power

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During his recent interview with Tobias, Stephen Clapham, author of The Smart Money Method, discussed The Importance Of Pricing Power. Here’s an excerpt from the interview: Tobias: Just before we move on to that, let’s talk a little bit about quality. What’s your definition of business quality? Stephen: There isn’t a … Read More

David Abrams’ Top 10 Holdings (Q3 2020)

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

(Ep.94) The Acquirers Podcast: Stephen Clapham – Smart Money: How An Ex-Hedge Fund Analyst Uses Forensic Accounting To Pick Stocks

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In this episode of The Acquirers Podcast Tobias chats with Stephen Clapham, author of The Smart Money Method. During the interview Stephen provided some great insights into: The Importance Of Pricing Power Use Simple Charts To Measure Investor Sentiment Evaluate The Company’s Industry, Capacity & Demand Forget P/E And Focus … Read More