Applying Deep Value Investing with The Investors Podcast

Tobias CarlisleStudy Comments

I had great fun chatting to Stig Brodersen about deep value investing and the acquirer’s multiple. We cover a lot of ground. Get a free list of deep value stocks likely to be targets on The Acquirer’s Multiple. Buy my book Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley … Read More

A Superior Valuation Metric: Enterprise Value (EV) to EBITDA | Wall Street Daily

Tobias CarlisleStudy Comments

Interesting post out of Wall Street Daily on the efficacy of the acquirer’s multiple by Alan Gula, CFA: The price-to-earnings (P/E) ratio is perhaps the most popular valuation metric used by investors. Pull up any finance website stock quote page, and you’ll find the P/E ratio neatly calculated for you. The reason it’s so widely used is because it’s simple … Read More

LG Display Co Ltd. (ADR) Trading Below Break-Up Value $LPL

Tobias CarlisleStocks Comments

LG Display Co Ltd. (ADR) $LPL is another super cheap company in the All Investable Screener offering substantial upside. The stock has been beaten up over the last twelve months, falling almost 50 percent from its 52-week high of $18.43. At its $9.64 price at the time of writing, the stock has a market capitalization of $6.9 billion. Its net debt … Read More

Contributor Analysis: Western Refining Inc. (WNR)

Brodie HinkleStocks Comments

Brodie Hinkle, a senior at the University of Oklahoma, is a contributor to the Acquirer’s Multiple. Brodie is a double major of finance and energy management. He will be periodically writing opinionated articles about individual companies that show up on the stock screeners. If you’d like to contribute an article, please contact me at tobias@acquirersmultiple.com. Contributors receive complimentary access to the … Read More

Valero Energy Corporation, Does Buffett Buying Phillips 66 Make A Bigger Bargain $VLO

Tobias CarlisleStocks Comments

At $61.69, Valero Energy Corporation (NYSE:VLO) is a particularly cheap large capitalization stock, trading on an acquirer’s multiple of 4.68x. It’s market capitalization is $30.8 billion, and its net debt position at $2.1 billion gives it an enterprise value of $33.0 billion. In the last twelve months it generated operating income of $7.0 billion. It has generated a fat free cash … Read More

Hurco Companies, Inc. Cheap, cash-rich and the potential for growth $HURC

Tobias CarlisleStocks Comments

Hurco Companies, Inc. (HURC) is an interesting stock in the All Investable Screener. With a market capitalization of just $196 million it is one of the smaller stocks in that screener, but its $62 million in net cash makes its enterprise value even smaller again at $134 million. Operating earnings of $25 million put HURC on an acquirer’s multiple of … Read More

Christopher & Banks Corporation Cheap, but as ugly as it gets $CBK

Tobias CarlisleStocks Comments

Christopher & Banks Corporation (NYSE:CBK) is another cheap, scary stock in the Small and Micro Cap Screener. With a market capitalization of $65 million, net cash of $36 million and operating earnings of $8 million over the last twelve months, CBK trades on an acquirer’s multiple of 3.73x, and a PE of 1.5x. It’s got an ugly -8 percent free … Read More