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

Beyond Logic: Exploring the Limits of Left-Brain Thinking

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During their recent episode, Taylor, Carlisle, and Morgan discussed Beyond Logic: Exploring the Limits of Left-Brain Thinking, here’s an excerpt from the episode: Tom: It’s a conclusion of world changing importance for me, which is, essentially, we are imbalanced towards the brain’s left hemisphere. So, his first book, well, not … Read More

The Power of Weirdness: Embracing Your Unique Path

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During their recent episode, Taylor, Carlisle, and Morgan discussed The Power of Weirdness: Embracing Your Unique Path, here’s an excerpt from the episode: Tom: A tropism is a direction, I think, and holism just means holism. So, it’s a directional force towards holism. So, it’s like, evolution is always acting … Read More

Terry Smith: How to Consistently Beat the Index

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In his latest interview with The Market, Terry Smith explains why Investing in high-quality companies is more important than focusing on undervalued ones. Historical data shows that even high P/E ratios, such as 281 for L’Oréal, can lead to market outperformance over time. Warren Buffett advises that owning a great … Read More

Warren Buffett: The Key Metrics for Business Evaluation

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In his 1979 Berkshire Hathaway Annual Letter, Warren Buffett discussed Berkshire Hathaway’s 1979 operating performance, which was strong but slightly less impressive than in 1978, with operating earnings at 18.6% of beginning net worth. Despite a 20% increase in earnings per share, Warren Buffett cautions against focusing on this metric. … Read More

VALUE: After Hours (S06 E20): Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero’s Journey

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Tom Morgan discuss: Quantitative Finance and the Mantis Shrimp: Unlikely Connections The Power of Weirdness: Embracing Your Unique Path Beyond Logic: Exploring the Limits of Left-Brain Thinking Navigating Digital Connection in a Disconnected World Experience Matters: … Read More