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

How Fishing Makes You A Better Investor

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed How Fishing Makes You A Better Investor. Here’s an excerpt from the episode: Jake: All right. Fish is on the menu today, not veggies. Tobias: Fish is good for you too. Jake: … Read More

This Week’s Best Value Investing News, Research, Podcasts 9/24/2021

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: How Bill Ackman Finds His Targets (Validea) Panic Series (Pt. III) – 1825 (Jamie Catherwood) A Macro View of Factors (Verdad) Mistakes were made (I did a dumb thing) (Neckar) How Warren Buffett Rewards Berkshire’s Managers For Using Less Capital (#21) (Watchlist) Let’s Keep Humans At The Heart Of Hiring Practices … Read More

Weitz: How To Identify Quality Companies

Johnny HopkinsWally WeitzLeave a Comment

In their latest Weitz Quarterly Connection Webcast, the team discussed how they use their Weitz Quality Score Matrix to identify quality companies. Here’s an excerpt from the webcast: So, a question may be how do we identify quality companies? And, you know, we go about our process using both quantitative … Read More

Chuck Akre: Timeless Lessons From Warren Buffett

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In his 1988 Shareholder Letter, Chuck Akre discussed the lessons he learned from Warren Buffett. Here’s an excerpt from the letter: Over the years, I have been most significantly influenced by the writings of Warren Buffett. (Fortunately, I have been a shareholder of Berkshire Hathaway since 1977). Warren was a … Read More

Gamification Of Robinhood

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During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Gamification Of Robinhood. Here’s an excerpt from the interview: Tobias: When I look at Robinhood, I think that there are two issues. One is that, we don’t necessarily know what’s happening to … 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

James Montier: Anyone Can Create Their Own Currency

Johnny HopkinsJames MontierLeave a Comment

In his latest white paper titled – Part 2: What to Do in the Case of Sustained Inflation, James Montier discusses hedges against sustained inflation. He also discusses a simple thought experiment on the difficulties of creating your own currency, digital or otherwise. Here’s an excerpt from the paper: There … Read More

Mark Leonard: Great Management – You Don’t Need To Find The Reincarnation Of Peter Drucker On Roller Skates

Johnny HopkinsMark LeonardLeave a Comment

CSI recently released a document titled – Selected Investor Questions Received Through September 17, in which CFO Jamal Baksh and Mark Leonard respond to selected investor questions. Mark Leonard’s response to the following two questions highlights the attributes he looks for in great management. Here’s an excerpt from the document: … Read More

Scale Advantage – Suspending The Laws of Economics

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Scale Advantage – Suspending The Laws of Economics. Here’s an excerpt from the episode: Jake: And there’s that, yes, there’s all this demand, and I think that will probably continue, but we’ll go back to … Read More

Robinhood’s Deals With Wholesale Market Makers

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During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed Robinhood’s Deals With Wholesale Market Makers. Here’s an excerpt from the interview: Tobias: What’s wrong with that? Dr. Richard: What’s wrong with that? It incentivizes Robinhood to put their novice customers into … 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

GMO – Growth & Value Outperformance Phenomenon

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In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed GMO – Growth & Value Outperformance Phenomenon. Here’s an excerpt from the episode: Tobias: Let me take a shot at mine briefly while my internet’s working and then see what happens. GMO has their 2Q … Read More

Gamblers ‘Enjoy’ Losing

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During their recent interview on The Acquirers Podcast with Tobias, Dr Richard Smith, PhD in Systems Science discussed why Gamblers ‘Enjoy’ Losing. Here’s an excerpt from the interview: Dr. Richard: Then three, another one is that, if it’s a rich complex environment with lots of learning opportunities, that’s another thing … Read More