Acquirers Momentum

This wikifolio combines deep value investing with momentum-driven selection to identify undervalued large-cap opportunities positioned for outperformance. Investment Philosophy The strategy builds on the Acquirer's Multiple framework—a quantitative approach identifying statistically cheap companies trading below normalized earnings power. However, rather than purely mechanical execution, this wikifolio integrates quality filters, momentum indicators, and discretionary judgment to construct a concentrated portfolio of 1-5 high-conviction positions. Each week, I analyze large-cap stocks through proprietary screening combining value, quality, and momentum factors. The goal: find excellent companies the market has temporarily mispriced, then ride the reversion as fundamentals reassert themselves. What Makes This Different Markets are dynamic, and rigid formulas break. While the Acquirer's Multiple provides the foundation, stock selection isn't purely algorithmic. Liquidity matters. Catalysts matter. Macro context matters. If a top-ranked stock faces temporary headwinds despite strong fundamentals, I'll move to the next candidate. Final decisions integrate quantitative signals and qualitative assessment of business quality, industry trends, and market timing. What to Expect - Concentrated positioning: 1-5 holdings, typically 20-40% each - Active management: Weekly rebalancing when signals justify action - Holding periods: 1-3 months, extended if momentum persists - Sector agnostic: Opportunities across materials, financials, industrials, energy - Transparency: Regular updates on trades, thesis evolution, and market views Background The Acquirer's Multiple derives from Tobias Carlisle's research on how billionaire contrarians beat markets by buying cheap, hated stocks. This wikifolio adapts those principles for active, momentum-enhanced execution in large-cap equities.