Introducing Acquirers Funds®

Tobias CarlisleStock Screener7 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

The Cheetah Bottleneck

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed The Cheetah Bottleneck. Here’s an excerpt from the episode: Jake: All right, let’s get it cleaned up. Cheetahs today, it’s not sperm whale, sorry. I’m going to keep this relatively short. These are just some … Read More

This Week’s Best Value Investing News, Research, Podcasts 4/23/2021

Johnny HopkinsValue Investing NewsLeave a Comment

Here’s a list of this week’s best investing news: Berkshire Hathaway Annual Meeting 2021 (ValueWalk) Inflated Fears (Jamie Catherwood) Testing a Countercyclical Approach to Asset Allocation (Verdad) How to Invest Like Warren Buffett (Morningstar) The Corporate Tax Burden: Facts and Fiction (Aswath Damodaran) Stock Answer (Humble Dollar) Why Founder-Led Companies Outperform (Validea) Master Series: Francois … Read More

Quality Brand Mittelstand

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In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Quality Brand Mittelstand. Here’s an excerpt from the interview: Tobias: Did you have a look at The Private Investment Brief, used to call it the Quality Brand Mittelstand? … 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

Finding One Foot Hurdles

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Finding One Foot Hurdles. Here’s an excerpt from the episode: Toby: It doesn’t take away from what JT is saying. He’s saying rather than looking forward to hives, what are they called? Was it an … Read More

Family Owned European Stocks

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In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed Family Owned European Stocks. Here’s an excerpt from the interview: Tobias: Yeah, that’s one of my favorite things that I look for, because I always think that he … Read More

One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

Insect Groupthink

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In their latest episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Insect Groupthink. Here’s an excerpt from the episode: Jake: Okay, I’ve got a little bit of a shorter piece today that I’m calling Insect Decision Making. Sorry, not a sperm whale related, but we’re in … Read More

Portfolio Manager To Substack

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In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio Manager To Substack. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about your transition to Substack because I know you … Read More

(Ep.110) The Acquirers Podcast: Linda Lebrun – Substacking: From Portfolio Manager To Fintech, Fintwit And Substack

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In this episode of The Acquirers Podcast Tobias chats with Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack. During the interview Linda provided some great insights into: From Portfolio Manager To Substack Insiders That Own A Lot Of Stock Family Owned European Stocks The Quality Brand Mittelstand … Read More

Ray Dalio Top 10 Holdings (Q4 2020)

Johnny HopkinsRay Dalio, Top 10 HoldingsLeave 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