引入收单机构基金®

托拜厄斯·卡莱尔库存筛选器8条评论

我们成立了一家新的投资公司,名为收单机构基金(Acquisitors Funds®),帮助您将收单机构的倍数付诸实施。收单机构资金®我们的投资流程从收单机构的多重®开始,这是活动家和收购公司用来确定潜在目标的措施。我们认为,被严重低估和失宠的股票会带来不对称回报,其中… Read More

该收购方收购了Klarman、Einhorn、Dalio投资组合中的多支股票

Johnny Hopkins库存筛选器Leave a Comment

收购方多家机构的每周研究的一部分是从我们的股票筛选人员和一些在其投资组合中持有这些股票的顶级投资者那里挑选的一些顶级股票。投资者包括沃伦·巴菲特、乔尔·格林布拉特、卡尔·伊坎、吉姆·西蒙斯、普雷姆·瓦萨、杰里米·格兰瑟姆、塞思·克拉曼、雷·达里奥… Read More

投资者在克隆13F时应小心

Johnny Hopkins播客Leave a Comment

布鲁斯特、泰勒和卡莱尔在他们最近的一集《价值:下班后》播客中讨论了投资者在克隆13F时应注意的问题。以下是该集的一段摘录:杰克:我们可以获得的第一个小金块,或许可以推断回我们的投资世界是,我认为你已经… Read More

一家股票高级投资者正在出售

Johnny Hopkins库存筛选器Leave 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

你不能为质量付出过高的代价!

Johnny Hopkins播客Leave a Comment

In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed You Just Can’t Overpay For Quality! Here’s an excerpt from the episode: Jake: There is something very appealing about the idea that you own this quality business and that it should protect you from whatever … Read More

Crypto被压碎了@ycharts公司

Johnny HopkinscryptocurrencyLeave a Comment

2022 has been an extraordinary year for cryptocurrencies, with the Bitcoin price dropping from $47,299 on January 1st 2022 to $22,162 today. Here’s what the carnage looks like: (YTD) Bitcoin – down 52% Binance Coin – down 56% XRP – down 61% Cardano – down 64% Ethereum – down 67% … Read More

莫尼什·帕布雷(MohnishPabrai):我为查理·芒格(CharlieMunger)学到的最宝贵的投资经验之一

Johnny Hopkins莫尼斯·帕波莱Leave a Comment

In his recent interview on the Richer Wiser, Happier, Podcast, Mohnish Pabrai discussed one of the more important investing lessons he learned from Charlie Munger. Here’s an excerpt from the interview: Pabrai: I think Charlie’s… what I’ve found with Charlie is sometimes I bring up businesses to him that I’m … Read More

高级投资者正在购买一只股票

Johnny Hopkins库存筛选器Leave a Comment

作为收购方多重基金每周研究的一部分,我们始终对持有与收购方多重基金筛选表中所列股票相同的股票的投资大师感兴趣,这些股票基于他们最新的13F。投资者包括沃伦·巴菲特、乔尔·格林布拉特、卡尔·伊坎、吉姆·西蒙斯、普雷姆·瓦萨、杰里米·格兰瑟姆等… Read More

未来最佳投资策略

Johnny Hopkins播客1 Comment

布鲁斯特、泰勒和卡莱尔在最近的《价值:下班后》播客中讨论了未来的最佳投资策略。这是这一集的节选:托拜厄斯:对不起,伙计,我要把你带到这里来,但是。哦,哇!你写了这篇文章,然后我完全明白了… Read More

斯坦利·德鲁肯米勒(StanleyDruckenmiller):投资者应该对真正糟糕的事情的可能性持开放态度

Johnny Hopkins斯坦利·德鲁肯米勒Leave a Comment

斯坦利·德鲁肯米勒(StanleyDruckenmiller)最近在接受Sohn会议基金会(SohnConference Foundation)的采访时,建议投资者对真正糟糕的事情发生的可能性持开放态度。以下是采访摘录:Druckenmiller:这是我连续45年担任首席投资官。45年来我从未见过星座… Read More

Finding Nuggets In The Most Underperforming Places

Johnny Hopkins库存图表1 Comment

If you’ve been watching the stock market closely over the past 12 months you’ll know that the worst performing sector is Communication Services, which is down 28.86%. However, as is always the case, looking in the most underperforming places can uncover some great companies. This week we’ve uncovered 5 companies … Read More

What A Difference 12 Months Makes @ycharts

Johnny Hopkins库存图表Leave a Comment

One of the best performing sectors over the past twelve months has been the Healthcare Sector, up 3.4%. Within the Heathcare Sector a number of stocks have outperformed but this week we focus on five of these companies that have gained more than 60% in the past twelve months. What … Read More