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

This week’s large-cap screener covers a diverse range of industries, including energy, finance, metal mining, telecommunications, healthcare, semiconductors, consumer retail, and aerospace & defense. The market reflects a mix of undervalued opportunities, particularly in energy, finance, and industrials. Industry Analysis 1. Integrated Oil & Gas Exploration and Production Top Performers: … Read More

10 Worst Performing Large-Caps Last 12 Months

Johnny HopkinsUnderperforming Stocks1 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) Moderna (MRNA) -69.43% Celanese (CE) -64.61% Super Micro Computer (SMCI) -64.45% Intel (INTC) -55.10% Estee Lauder Companies (EL) -53.65% … Read More

Mohnish Pabrai: How to Spot a True ‘Cannibal’ Stock

Johnny HopkinsCannibal Stocks, Mohnish Pabrai1 Comment

I’ve just finished watching Mohnish Pabrai in his recent interview with the Capital Compounders Show in which he shared a fascinating insight on share buybacks. His discussion on “cannibals”—companies that aggressively buy back their own stock—provides a powerful mental model for investors looking to maximize long-term wealth accumulation. “I think … Read More

Warren Buffett: How To Spot Speculative Market Trends

Johnny HopkinsMarket Speculation

Markets move in cycles, and few people understand these cycles better than Warren Buffett. In his 2006 Berkshire Hathaway Annual Meeting, Buffett offered a timeless lesson on speculation, commodities, and the dangers of chasing price trends. Buffett acknowledged that price movements often begin with legitimate fundamentals. “At the beginning, it’s … Read More

One Stock Superinvestors Are Loading Up On

Johnny HopkinsGuru PortfoliosLeave 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 filings. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Prem Watsa, Jeremy Grantham, Seth … Read More

Mohnish Pabrai: Investing With Certainty

Johnny HopkinsInvesting With CertaintyLeave a Comment

When it comes to investing, there’s one fundamental truth: the less certainty you have about future cash flows, the more speculative your investment becomes. Mohnish Pabrai, in his November 2024 guest lecture at Microsoft, put it bluntly: “So investing becomes more and more speculative and away from what we would … Read More