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

Big Decade For Commodities Ahead

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Big Decade For Commodities Ahead. Here’s an excerpt from the episode: Tobias: If you look back the historical– So, late 1990s was tech and then first decade of the 2000s was value, which was probably … Read More

The Inner Game – Managing Your Negative Mindset

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Inner Game – Managing Your Negative Mindset. Here’s an excerpt from the episode: Jake: Okay. Let’s change gears now and talk about the Inner Game of Tennis. This is W Timothy Gallwey’s book. And … 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

Tom Gayner: What Makes Warren Buffett Great

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In this interview with The World According To Boyar Podcast, Tom Gayner discusses what makes Warren Buffett great, having spent time with him as a board member of The Washington Post. Here’s an excerpt from the interview: Gayner: I’ve been very fortunate in that I started going to Omaha back … Read More

Biggest Surprises Of 2022

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Biggest Surprises Of 2022. Here’s an excerpt from the episode: Tobias: Let’s change directions a little bit. Good one from Samson. “What surprised you the most in 2022??” I think that’s a good one. We … 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

60% Forward Returns For Value

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss 60% Forward Returns For Value. Here’s an excerpt from the episode: Tobias: I just went through it. There’s a few sites to look at. AQR, Cliff had a post dated 31 December. They have market … Read More