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

Johnny HopkinsFREE U.S Large Cap Stock ScreenerLeave a Comment

As part of our ongoing series here at The Acquirer’s Multiple, we provide a comprehensive analysis of this week’s FREE U.S Large-Cap Stock Screener. This week’s large-cap value screener highlights a concentrated mix of high-cash-flow opportunities across a range of cyclical and defensive sectors. Energy and natural resources feature prominently, … Read More

Why Top Investors Are Buying Charles Schwab (SCHW)

Johnny HopkinsGuru PortfoliosLeave a Comment

In the most recent quarter, several high-profile institutional investors made meaningful additions to their Charles Schwab (SCHW) positions, signaling renewed confidence in the brokerage giant’s long-term prospects. Despite the evolving macro backdrop and pressures in the financial sector, SCHW appears to be regaining favor among value-oriented managers and diversified funds. … Read More

Monish Pabrai on Berkshire Hathaway, Big Tech, and Betting on Coal

Johnny HopkinsMohnish PabraiLeave a Comment

In a recent interview with SumZero, legendary value investor Monish Pabrai shared his thoughts on markets, leadership, and his unconventional bets on commodities. Pabrai views Berkshire Hathaway as a superior alternative to passive investing, especially in today’s market. “Given Berkshire’s large cash position, modest valuation, [and] relatively young leader, it’s … Read More

VALUE: After Hours (S07 E23): Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors

Johnny HopkinsValue Investing PodcastLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Zeke Ashton discuss: The Post-Value Era and Buffett’s Legacy The Four Controllables in Investing Selling, Round-Trips, and Behavioral Tactics Margin of Safety vs Momentum Narratives, Flows, and Broken Markets Mispriced Small-Caps and Market Structure Patience, Repricing, and … Read More