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

Mark Mobius: Global Markets and Long-Term Thinking

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Speaking recently on The Rules of Investing podcast, legendary investor Mark Mobius shared his unfiltered views from decades of experience. In 1987, Mobius was recruited by Sir John Templeton to lead the Templeton Emerging Markets Group at Franklin Templeton Investments. Over more than three decades, he expanded the group’s assets … Read More

VALUE: After Hours (S07 E20): John Huber on the Magnificent 7, $COST, $GOOG, China, Small Caps and Small Banks

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and John Huber discuss: China’s Wild Capitalism and the Mag 7 The AI Disruption: Google, OpenAI, and the New Web The Reinvestment Engine: High Free Cash Flow + Smart Management Understanding Competitive Edge: Informational, Analytical, Behavioral … Read More

VALUE: After Hours (S07 E19): Rudy Havenstein – The Fed’s Real Priorities and Bailouts

Johnny HopkinsRudy Havenstein, Value Investing PodcastLeave a Comment

During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed’s Real Priorities and Bailouts. Here’s an excerpt from the episode: Rudy: So, you don’t think they were calling Powell and telling him, you need to bail out Citadel? You need to make sure that Magellan’s funds don’t go … Read More

VALUE: After Hours (S07 E19): Rudy Havenstein – Crypto Skepticism and Meme Coins

Johnny HopkinsRudy Havenstein, Value Investing PodcastLeave a Comment

During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Crypto Skepticism and Meme Coins. Here’s an excerpt from the episode: Jake: [laughs] Oh, boy. Stepping on that mine already. Tobias: Tips [crosstalk] [laughs] Rudy: Hey, don’t set me off on a coughing ramp, please. Yes, bitcoin fixes all of … Read More

Mohnish Pabrai: The Power of Patience, Simplicity, And Temperament

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During his interview with The Investor’s Podcast, Mohnish Pabrai discussed his investment philosophy—which is raw, reflective, and unmistakably his own. On the subject of investing, Pabrai draws from the wisdom of Warren Buffett—particularly around opportunity cost. “Buffett has talked about permanent holdings… he’s held American Express for a very long … Read More

This Week’s Acquirer’s Multiple FREE U.S Large-Cap Stock Screener Analysis

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As part of a new series here at The Acquirer’s Multiple, we’re going to be providing a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener including an overview, industry/sector analysis and performance, and our key observations. Top Value Stocks (Lowest Acquirer’s Multiple®) The Acquirer’s Multiple® (EV/Operating Income) helps … Read More

VALUE: After Hours (S07 E19): Rudy Havenstein – Corruption, Insider Deals, and the Revolving Door

Johnny HopkinsRudy Havenstein, Value Investing PodcastLeave a Comment

During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed Corruption, Insider Deals, and the Revolving Door. Here’s an excerpt from the episode: Rudy: I was just reposting an old thing about the guy that was running the treasury program to buy corporate bonds back then had a vested interest … Read More