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

This Week’s Best Value Investing News, Podcasts, Interviews (11/24/2023)

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This week’s best investing news: The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian (OakTree) Bridgewater’s Ray Dalio: U.S. nearing ‘inflection point’ where our debt problem could get even worse (CNBC) Pzena investment Management Podcast: The Active Value Advantage (Pzena) David Einhorn Turns Bullish On Gold … Read More

Use Twitter To Make Money Trading Panic

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During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Use Twitter To Make Money Trading Panic. Here’s an excerpt from the episode: Tobias: So, Jared, if you’re looking across any number of asset classes, what draws your attention? What sort of anomaly or anomalous … Read More

Charles Munger: Berkshire’s Success: The Constructive Peculiarities of Buffett and the Berkshire System

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In his Special Letter titled Vice Chairman’s Thoughts – Past and Future, Charles Munger discusses Berkshire’s success, emphasizing that while luck played a role, the heavy lifting was done by the constructive peculiarities of Buffett and the Berkshire system, along with the unwavering devotion of shareholders. These factors combined to … Read More

Bull Steepener: The Trade That Fixes Everything

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During their latest episode of the VALUE: After Hours Podcast, Taylor, Carlisle, and Dillian discussed Bull Steepener: The Trade That Fixes Everything. Here’s an excerpt from the episode: Jake: The bear steepener. Tobias: -the bear steepener, yeah, where the 10-year rises rather than the front end coming down. So, I … Read More