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

Munger Doubles Down On BABA

Johnny HopkinsPodcastsLeave a Comment

In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Munger Doubles Down On BABA. Here’s an excerpt from the episode: Bill: People can’t stop asking us about Alibaba as if something happened over the last three weeks that we had– [crosstalk] … Read More

This Week’s Best Value Investing News (10/22/2021)

Johnny HopkinsValue Investing NewsLeave a Comment

This week’s best investing news: Panic Series (Pt. V) – 1857 (Jamie Catherwood) Understanding the Spike in Oil Prices (Verdad) Building For The Growing 50% (Collaborative Fund) 1987 Market Crash Culprits Remain A Mystery (Validea) The Common Knowledge OF Central Banks (Epsilon Theory) Adaptability (DGI) Full List of Investment Letters Q3 2021 (LV) Triggered Disclosures: Escaping … Read More

Even The Best Strategy Will Go Backwards Sometimes

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Even The Best Strategy Will Go Backwards Sometimes. Here’s an excerpt from the episode: Bill: Dude, just real quick, because you turn yourself quant. So, I’m curious of your thoughts on this. … Read More

One Stock Superinvestors Are Selling

Johnny HopkinsStock ScreenerLeave a Comment

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

Pzena: The Opportunity In Value Stocks Is Compelling

Johnny HopkinsRichard PzenaLeave a Comment

In their latest Q3 2021 Market Commentary, Pzena discuss the compelling opportunity in value stocks. Here’s an excerpt from the commentary: We have argued for some time that the opportunity in value stocks is compelling: valuations are cheap, operating metrics are strong, and they offer high single-digit to low double-digit … Read More

Late Innings Complacency

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In their recent episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle discussed Late Innings Complacency. Here’s an excerpt from the episode: Jake: Sure. Like I said at the intro, sometimes, there’s a lot of sometimes people complaining that I don’t share personal things, whatever. … 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