Tobias Carlisle
@Greenbackd
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PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Los Angeles, CA 🇺🇲🇦🇺🦘
Joined February 2009
Hi! I run a deep-value firm called Acquirers Funds® We implement the Acquirer's Multiple® in a liquid, and tax- and capital-efficient way: Read the book: Hear the podcast:
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Our chat with Zeke Ashton on the post-Buffett, post-value era:.
VALUE: After Hours (S07 E23): Zeke Ashton on Buffett, the Post-Value Era, UnitedHealth $UNH and his Four Decision Factors. Here’s an excerpt from the episode:.
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Small caps and midcaps are 30% cheaper than large caps on a price-earnings ratio and have been since 2022--3 1/2 years. The last time we saw a discount this size was 1998 to 2001. A legendary small / mid cap cycle followed to 2017/18.
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“One of the bad things [about value] is it’s been historically one of the streakier factors… but their paper says on average the streakier factors also make you more money.”.@CliffordAsness.
During his recent interview with The Bull of Wall Street Podcast, Cliff Asness explained why he is still placing his chips on value—albeit a more evolved version of it. Here's our take on the interview:.
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RT @acquirersx: Weekly Investing Roundup - News, Podcasts, Interviews (07/04/2025). Read the full roundup here.:. h….
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RT @TheStockBro: $AMR $EIX $PCG $OKLO $CEG $GE $GEV $VST $TLN $TSLA $AMZN $SPY $VOO $T @Greenbackd @harirama @stig_brodersen @MohnishPabrai….
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This is the S&P 400 (mid cap) v S&P 500. When the red and black line is going up, the S&P 400 is outperforming the S&P 500. When the red and black line is going down, the S&P 400 is underperforming the S&P 500. The red and black line peaked in 2011 and fell to a new low
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This is the Russell 2000 v S&P 500. When the red and black line is going up, the Russell 2000 is outperforming the S&P 500. When the red and black line is going down, the Russell 2000 is underperforming the S&P 500. The red and black line peaked in 2011 and fell to an
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Investor Zeke Ashton joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AEST . Watch it on the Acquirers Podcast channel: …… . Subscribe to be sent a reminder:
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RT @acquirersx: Weekly Investing Roundup - News, Podcasts, Interviews (06/27/2025). Read the full roundup here.:. h….
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SPY PE 26.57, Est. 3-5 Year EPS Growth 11.92%.MDY PE 19.77, Est. 3-5 Year EPS Growth 12.69%. SPY is 34% more expensive and estimated to grow more slowly by 0.77% per year
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The S&P 500 trades at a significant forward P/E premium to both mid-cap and small-cap indices. S&P 500 at 21.2x.S&P 400 at 15.5x.S&P 600 at 14.7x . This represents a 37% valuation premium for large-caps over mid-caps and 45% over small-caps.
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RT @DavidBCollum: Starting a podcast with @farnamjake1 and @Greenbackd. Camera is on but I am getting my headphones. My wife walks in front….
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