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

What A Difference 12 Months Makes @ycharts

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In the past twelve months, one sector has underperformed all others, and that is Communication Services, down 25.13%. Within that sector one group of companies has significantly underperformed, and that is Internet Content and Information. Here’s a list of some of the worst performing stocks in Internet Content and Information. What … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (5/27/2022)

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This week’s best investing news: Howard Marks Memo – Bull Market Rhymes (Oaktree) Perpetual Motion Machines, Finance & Fraud (Jamie Catherwood) Growth Stocks: Have They Bottomed? (Validea) Private Equity: Still Overrated and Overvalued? (Verdad) Seems Like Old Times (Epsilon Theory) Close but No Cigar (Humble Dollar) Michael Burry says Warren Buffett is unique — and … Read More

Investing Implications Of Dopamine

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Investing Implications Of Dopamine. Here’s an excerpt from the episode: Jake: All right. This segment comes from, I finished recently reading this book called Behave by Robert Sapolsky. He’s a professor at Stanford, who teaches … Read More

Bill Ackman: Here’s Why There’s No Buyers For Stocks

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Bill Ackman recently tweeted a thread explaining why there’s no buyers for stocks. Here’s an excerpt from the thread: Ackman: Inflation is out of control. Inflation expectations are getting out of control. Markets are imploding because investors are not confident that the federal reserve will stop inflation. If the Fed … Read More

It’s No Sin To Buy Something And Sell It Lower

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed It’s No Sin To Buy Something And Sell It Lower. Here’s an excerpt from the episode: Tobias: Yes, [laughs] It’s less relevant to me, because I already have as Jake likes to say, I have … 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

You Should Expect To Be Down 50% At Some Stage

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed You Should Expect To Be Down 50% At Some Stage. Here’s an excerpt from the episode: Tobias: Which is one of the other things we were talking about before we came on. Berkshire Hathaway is … 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 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

Don’t Hold Cash Waiting For The ‘Right Time’

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In their recent episode of the VALUE: After Hours Podcast, Cassel, Taylor, and Carlisle discussed Don’t Hold Cash Waiting For The ‘Right Time’. Here’s an excerpt from the episode: Tobias: I’ve got lots of people reach out and say, “I’ve been holding a whole lot of cash. There is this … Read More