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

This Week’s Best Value Investing News (12/03/2021)

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This week’s best investing news: Surprised by The Inevitable (Jamie Catherwood) Dalio : “If You Worry, You Don’t Have To Worry” (Validea) Invest Don’t Bet (Humble Dollar) Corporate Margins Are Stronger Than You Think (Epsilon Theory) Assured Misery (Collaborative Fund) Thank You (Verdad) The Other Side of a Mania (Compound Advisors) Never Take a Risk You Do Not … Read More

Munger’s Mental Models

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In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Munger’s Mental Models. Here’s an excerpt from the podcast: Jake: So, maybe try to tie everything back to Charlie Munger, we’re learning mental models and we’re arming our cortical columns with hopefully like … Read More

Terry Smith: Investors Just Don’t Read The Accounts

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In this interview with the Investors’ Chronicle, Terry Smith provides a great illustration of investors not reading the accounts of the companies they’re investing in. Here’s a excerpt from the interview: When we were established ten years ago we were looking through our list of potential investee companies and one … Read More

Shoot First, Ask Questions Later On Buy Decisions

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In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Shoot First, Ask Questions Later On Buy Decisions. Here’s an excerpt from the podcast: Ian: One of the things I was I was journaling about– I was thinking about coming on today, I … Read More

One Stock Superinvestors Are Selling

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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

Compound Wealth With A Cockroach Portfolio

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In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss Compounding Wealth With A Cockroach Portfolio. Here’s an excerpt from the podcast: Tobias: How would you characterize yourself, Jason? I think of you as vol but you are broader than that, aren’t you … Read More

Morgan Housel: Investing Behavior Is Inborn

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In his book – The Psychology of Money, Morgan Housel shares a story about two investors which demonstrates how investing behavior is inborn. Here’s an excerpt from the book: Grace Groner was orphaned at age 12. She never married. She never had kids. She never drove a car. She lived … Read More

Aswath Damodaran: Growth Investors Have Become Lazy

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In his latest interview with the Prague Finance Institute, Aswath Damodaran explains why growth investors have become lazy. Here’s an excerpt from the interview: Damodaran: I would argue that growth investors are becoming lazy now. Host: And are they becoming lazy… are they becoming lazy because of cheap money, quantitative … 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

This Is The Best Time Of Year To Find Opportunities

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In their recent 100th episode of the VALUE: After Hours Podcast, Taylor, Brewster, Carlisle, and friends discuss This Is The Best Time Of Year To Find Opportunities. Here’s an excerpt from the podcast: Ian: Yeah, it’s something I think we see every year, but I think this year, it’s been … Read More