(Month 3) – Up 22.62% – Deep Value Stock Portfolio (Now Live on TAM!)

Johnny HopkinsTAM Portfolio Money Game Comments

Today is the end of month three of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 22.62% since inception. The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a real life Acquirer’s Multiple Portfolio and documenting it here. The plan is … Read More

Undervalued American Axle Complete Stock Analysis

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable – Deep Value Stock Screener is American Axle & Manufacturing Holdings, Inc. (NYSE:AXL). American Axle is a Tier 1 supplier to the automotive industry. The company manufactures, engineers, designs and validates driveline and drivetrain systems and related components and chassis modules for light trucks, sport utility vehicles (SUVs), passenger cars, crossover vehicles … Read More

Undervalued Micro-Cap CSPi

Johnny HopkinsResources Comments

One of the cheapest stocks in our Small and Micro-Cap Deep Value Stock Screener is CSP Inc. (NASDAQ:CSPI). CSPi Technology Solutions provides consulting, managed services and technology integration solutions across a range of information technology specialties including network solutions, wireless and mobility, unified communications, data center and advanced security. You can read our full analysis on this great little micro-cap at ValueWalk here, Micro-Cap … Read More

John Neff – Why The Low P/E Strategy Works

Johnny HopkinsJohn Neff Comments

(Photo courtesy, investopedia.com) If it’s one thing we love at The Acquirer’s Multiple it’s value investors and John Neff is a legend in the world of value investing. Neff has referred to his investing style as a low price-to-earnings (P/E) methodology. He’s one of the best known mutual fund investors ever, notable for his contrarian and value investing style as well … Read More

Investors Obsess Over Active vs. Passive Investing: There’s a Third Option

Mitchell MauerResearch Comments

What is the best approach to building a common stock portfolio: active or passive investing? This has been an ongoing debate for several decades. However, few investors realize there is a third option which is far superior to either of the first two: systematic investing. Systematic investing combines the best attributes of active and passive investing while eliminating the downfalls … Read More

Mohnish Pabrai – How Value Investors Can Avoid The Next Enron

Johnny HopkinsMohnish Pabrai Comments

(Image, courtesy Forbes.com) One of my favorite investors is Mohnish Pabrai. Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic – Perspectives on Investing. He’s one of the smartest guys on the planet when it comes to investing. One question that value investors … Read More

Lessons From 40 Years of Value Investing – Charles Brandes

Johnny HopkinsCharles Brandes Comments

(Image Courtesy: institutionalinvestor.com) Just read a great interview on the CFA Institute website with value investing legend Charles Brandes. In this interview, Kim Shannon, CFA, president of Sionna Investment Managers, talks with legendary investor Charles H. Brandes, CFA, chairman of Brandes Investment Partners, L.P., about his 40 years of unwavering global value investing. In addition to key lessons on implementing … Read More