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

$BRK.B Berkshire Versus S&P 500

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $BRK.B Berkshire Versus S&P 500. Here’s an excerpt from the episode: Tobias: Berkshire versus S&P 500. Bill: I don’t know. Tobias: Anybody want to take a go with that? Jake: Looking backwards or forwards? Tobias: … 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

One Stock Superinvestors Are Buying

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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

$NKLA Goes Downhill

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed $NKLA Goes Downhill. Here’s an excerpt from the episode: Tobias: It’s so funny that in the moment, all of these things sort of seem to make sense. But given a few years’ distance from them, … Read More

Hedge Fund Contagion and Liquidity Shocks

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 During her recent interview with Tobias, Professor Nicole Boyson discussed Hedge Fund Contagion and Liquidity Shocks. Here’s an excerpt from the interview: Tobias: In the SSRN, I was looking at your most downloaded papers. So, that’s Hedge Fund Contagion and Liquidity Shocks. Why is that paper so popular? Nicole: Well, … Read More

(Ep.85) The Acquirers Podcast: Nicole Boyson – Activist Hedge: An Academic Approach To Hedge Funds And Activism

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In this episode of The Acquirers Podcast Tobias chats with Professor Nicole Boyson. She’s the Patrick F. and Helen C. Walsh Research Professor of Finance at the D’Amore-McKim School of Business. During the interview Nicole provided some great insights into: How Does Past Experience Impact Hedge Fund Activism? Hedge Fund … Read More

Butterflies, Trust, And Ethical Collapse

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Butterflies, Trust, And Ethical Collapse. Here’s an excerpt from the episode: Jake: That’s fair. All right. There are currently roughly 10,000 species that we know of who will parasitize ants. What that means is they’ll … Read More

This Week’s Best Investing Articles, Research, Podcasts 9/25/2020

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Here’s a list of this week’s best investing reads: There Is No Size Effect: Daily Edition (Cliff Asness) The Road Ahead (Jamie Catherwood) Negativity Is Not an Investment Strategy (A Wealth of Common Sense) Sounding good or Doing good? A Skeptical Look at ESG (Aswath Damodaran) A Few Rules (Collaborative Fund) What’s in an Equity Return? … Read More

Is This The End Of Active?

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During his recent interview with Tobias, Larry Swedroe, author of The Incredible Shrinking Alpha discussed Is This The End Of Active?. Here’s an excerpt from the interview: Tobias: Given that is the case and that the paradox of skill seems to indicate that everybody is standing on their tiptoes to … Read More