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

5 Book Recommendations From Ray Dalio

Johnny HopkinsRay Dalio1 Comment

Ray Dalio, the billionaire investor and founder of Bridgewater Associates, has written a number of books including “Principles: Life and Work” which outlines his principles for success in life and business. It’s a highly regarded book and offers valuable insights into Dalio’s unique approach to decision-making and problem-solving. In addition … Read More

The Past Prosperity of Profit Margins

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During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss The Past Prosperity of Profit Margins. Here’s an excerpt from the episode: Tobias: One of the kind of striking things over the last decade or so has been the persistence of profit margins. You can … Read More

Here’s Why Japan Provides Great Value Options

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During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Here’s Why Japan Provides Great Value Options. Here’s an excerpt from the episode: Jeff: Talk about like Japan. We’re running this stuff this morning, shareholder yield. Yeah, you can talk about Meb Faber. Shareholder yield, … 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

Laptop Warriors Changed The U.S Housing Market

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During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Laptop Warriors Changed The U.S Housing Market. Here’s an excerpt from the episode: Jeff: I don’t know. I think what happens is we think about it like home price, because we go to the other … Read More

Warren Buffett: My Strategy For Investing In Banks

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During the 2008 Berkshire Hathaway Annual Meeting, Warren Buffett discussed his strategy for investing in Banks. Here’s an excerpt from the meeting: WARREN BUFFETT: Yeah. I don’t think you should make a categorical decision about something like — however you define them — small, mid cap, whatever, regional, or national … Read More

Aswath Damodaran: The Bermuda Triangle Of Valuation

Johnny HopkinsAswath DamodaranLeave a Comment

During his recent presentation to the CPA Society of New Zealand, Aswath Damodaran discussed his Bermuda Triangle of Valuation. Here’s an excerpt from the presentation: Damodaran: The three biggest enemies of valuation, and I call this the value… my Bermuda Triangle of valuation. Are bias, complexity, and uncertainty. Let me explain. … Read More

One Stock Superinvestors Are Buying

Johnny HopkinsStock ScreenerLeave a Comment

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

Value Investing Keeps You In Your Lane

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During their latest episode of the VALUE: After Hours Podcast, Weniger, Taylor, and Carlisle discuss Value Investing Keeps You In Your Lane. Here’s an excerpt from the episode: Jake: Generally speaking, I’m in my early 40s. The greater part of my cognitive awareness, growth has beaten value. You start to … Read More