Tobias Carlisle @Greenbackd
PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ). acquirersmultiple.com Los Angeles, CA 🇺🇲🇦🇺🦘 Joined February 2009-
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The Dragon King cometh.
S&P 500 Earnings vs PE Ratio Analysis This chart tracks two key metrics from 1950 to 2025: Earnings (Blue line): Shows a long-term upward trajectory, particularly accelerating from the 1990s onward. Recent years show earnings reaching historic highs around 220-240, with a…
Tobias Carlisle retweeted
VALUE: After Hours (S07 E34): During their recent episode, Jake Taylor and Tobias Carlisle discussed Buffett - General Re: Defensive Strategy in Action Here’s an excerpt from the episode: tinyurl.com/bdectuav
This chart show secular bull and bear markets with a line of a "best fit" (the total distance of the data points above the line equals the total distance below). The two dotted lines have the same slope as the regression, with the top of the channel based on the recent September…
Chart shows secular bull and bear markets since 1870. * Secular bull gains totaled 2,278% for an average of 456%. * Secular bear losses totaled -258% for an average of -64%. * Secular bull years total 91 versus 57 for the bears. via: advisorperspectives.com/dshort/updates…
Tobias Carlisle retweeted
@nihoncassandra Chart is Large Growth v SPX (red) and Small Value v SPX (blue). Large Growth (red) is a proxy for SPX, but has slightly outperformed SPX (more frequent rebalancing, no S&P committee etc). Large Growth has still underperformed SPX (dark red) on occasion. Small Value (blue) has…
This chart shows the S&P 100 vs S&P 500 since 1984. The largest 100 stocks have underperformed the broader 500 over the last century BUT the largest stocks outperform during booms. If the 100 follows the same path it did in the Dot Com bubble (circled), it's 1999 and we're in…
Tobias Carlisle retweeted
"I think that's the most obvious opportunity in the investment universe right now (if you believe in mean reversion)." @Greenbackd walks through the chart below from @yardeni, which highlights index levels at different earnings multiples for small, mid, and large cap stocks
"I think that's the most obvious opportunity in the investment universe right now (if you believe in mean reversion)." @Greenbackd walks through the chart below from @yardeni, which highlights index levels at different earnings multiples for small, mid, and large cap stocks https://t.co/YNQhTyQs7x
Average EV 2026E EBITDA 38x.
Tobias Carlisle retweeted
Chatting with Tobias Carlisle (@Greenbackd) - founder of Acquirer's Fund - about his new book 'Soldier of Fortune.' We explore Buffett's investment principles and the implications of AI technology on future investments. - Is There an AI Bubble? | Know Your Risk…
Tobias Carlisle retweeted
.@MebFaber & @Greenbackd discuss Powell's "fairly highly valued" comment
.@MebFaber & @Greenbackd discuss Powell's "fairly highly valued" comment https://t.co/k0FH22ozgH
Tobias Carlisle retweeted
The AI boom is real — but so is the bubble. 💥 Tobias Carlisle (@Greenbackd) joins @KYRRadio to explain why hype always runs ahead of reality. #aibubble #techinvesting #finance
Tobias Carlisle retweeted
Special Tuesday podcast with Tobias Carlisle (@Greenbackd) on the current valuation landscape and his new book, Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking!
The ratio of S&P 500 Growth to Value in the US has pulled back slightly from the record high it hit in September, which surpassed the peak of the meme stock bubble in 2021. Growth dramatically outperformed value from 2007-2020, then saw a reversal in 2022 until unusually…
Ian Cassel @iancassel
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TinyTraders @TinyTraders0
47 Followers 35 Following I’m always on the lookout for the next small-cap breakout. I share the stocks I think are about to take off—so you can spot them early too.Not financial advice.
Lars V🎾lla @forumlars
2K Followers 463 Following Fotball som dømmes av en dommer og to linjemenn har kommet for å bli. En kalkulator med bein som vokste opp på Volla et sted. Myk mann med @hardemottak.
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Ale 🟠 NFTARMY Ling... @BiggiAle
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37K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
The Rational Walk @rationalwalk
38K Followers 63 Following This account posts links to articles. Replies and DMs are not monitored. Website: https://t.co/wn57DJWNJy Subscription: https://t.co/t7q1pPv2AS
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Andrew Kuhn @FocusedCompound
45K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Guy Spier 🎗️🇮... @GSpier
68K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
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63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Corey Hoffstein 🏴�... @choffstein
79K Followers 1K Following CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
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Berkshire Hathaway Su... @BrkSubs
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Value Seeker @ValueSeeker_
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Bullish Trend @trend_bullish
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Elias P @e_pap4
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DaBao @DaBao_
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Rene Sellmann @ReneSellmann
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Gwen Hofmeyr @Keynesianwaltz
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Low Risk Rules @LowRiskRules
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Max Wiethe @maxwiethe
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Richard Koch @RichardKoch8020
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Divergent Capital @Divergent7651
3K Followers 3K Following Private investor. Opinions expressed here are not recommendations or advice. Do your own research.
Hamlet @inwoodcapital
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QuantCompounding @QuantCompounder
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Hiroo Onoda @onodacapital1
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The Intellectual Edge @thebigideas_
2K Followers 204 Following In search of the most valuable investing insights
Rhys Diab @rhysdiab
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ExchangiFi @ExchangiFi
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Malcolm Brown @investor321123
850 Followers 730 Following Opinions are my own. Not investment advice.
Hasdrubaal @HasdrubaalBarca
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Juan Battaglia @juanbattaglia
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Chris Waller @HiddenGemsInves
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