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

10 Worst Performing Large-Caps Last 12 Months

Johnny HopkinsStock Market AnalysisLeave a Comment

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -62.17% Moderna (MRNA) -58.22% Intel (INTC) -57.74% Celanese (CE) -55.32% Estee Lauder Companies (EL) -46.77% … Read More

From FANG to BAATMANN: Mag8

Johnny HopkinsStock Market TrendsLeave a Comment

During their recent episode, Taylor, Carlisle, and Jason Buck discussed From FANG to BAATMANN: Mag8. Here’s an excerpt from the episode: Tobias: There’s a new addition to faanmag, faatman. I don’t know what we’re going with. It’s now Baatmman. Jason: Batman’s the newest? Tobias: Broadcom has now crossed a trillion … Read More

Why Value Investing Struggles in Manias

Johnny HopkinsValue InvestingLeave a Comment

During their recent episode, Taylor, Carlisle, and Jason Buck discussed Why Value Investing Struggles in Manias. Here’s an excerpt from the episode: Tobias: The S&P500 value has had this record setting nosedive while everything else has been taking off. I don’t understand. Why can’t value participate in one of these … Read More

Francois Rochon: The Stock Market Index Waltz: Tech Giants and Investor Behavior

Johnny HopkinsFinancial MarketsLeave a Comment

In this interview with Capital Compounders, Francois Rochon explains how a few dominant companies, such as Amazon, Apple, Microsoft, and Nvidia, have driven the S&P 500’s performance in recent years. Their strong growth increases their weight in the index, leading more investors to favor indexing, which amplifies their dominance. However, … Read More

VALUE: After Hours (S06 E47): Jason C. Buck On Volatility, Options, Crises, Crashes, Value And Reasons To Be Optimistic

Johnny HopkinsInvesting Strategies, Stock ScreenerLeave a Comment

In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Jason Buck discuss: The Risks of Shorting MSTR and Long Bitcoin Why Value Investing Struggles in Manias From FANG to BAATMANN: Mag8 The Future of AI Assistants: Automation, Agency Bots, and Finance Implications The Tyranny … Read More

Why REITs Can’t Compound Like Berkshire

Johnny Hopkinsinvesting insightsLeave a Comment

During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Why REITs Can’t Compound Like Berkshire. Here’s an excerpt from the episode: Jake: Yeah. Do you have any– Is there any reticence or– I don’t want to say regret, that’s not the right word. But the fact that the REIT … Read More

Ray Dalio: Markets Tend To Equalize Opportunities Across All Bets

Johnny HopkinsInvestment Insights, Ray DalioLeave a Comment

During this interview with William Green, Ray Dalio discusses the challenges of succeeding in financial markets, describing them as highly competitive and akin to a zero-sum game, where one participant’s gain is another’s loss. He highlights the complexity and resources required, noting Bridgewater’s extensive research and large team. Dalio stresses … Read More

10 Worst Performing Large-Caps Last 12 Months

Johnny HopkinsLarge-Cap StocksLeave a Comment

Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -56.86% Intel (INTC) -54.58% Celanese (CE) -54.05% Moderna (MRNA) -52.83% Humana (HUM) -48.43% Dollar Tree … Read More