Michael Mauboussin – What Did Abe Lincoln & Baboons Teach Us About Investing?

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One of our favorite investors here at The Acquirer’s Multiple is Michael Mauboussin. Mauboussin is the Managing Director and Head of Global Financial Strategies at Credit Suisse. He’s also written three books, he’s been an adjunct professor of finance at Columbia Business School since 1993, and received the Dean’s Award for Teaching Excellence … Read More

Howard Marks – The Most Important Thing In Investing Is…

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One of our favorite investors at The Acquirer’s Multiple is Howard Marks. Howard Marks is Chairman and Co-Founder of Oaktree Capital Management, the world’s biggest distressed-debt investor. He’s known in the investment community for his “Oaktree memos” to clients which detail investment strategies and insight into the economy, and in 2011 … Read More

Value Investing Hits Back – Bloomberg

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Just read a great article by Nir Kaissar over at Bloomberg about the dominance of value stocks over growth stocks in 2016. Here’s an excerpt from that article: Value investing was supposed to be on the mat, waiting out its last few moments before it surrendered for good to growth stocks. But … Read More

Undervalued RMR – Strong Competitive Moat

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One of the cheapest stocks in our All Investable – Deep Value Stock Screen is RMR Group Inc (NASDAQ:RMR). RMR Group Inc (RMR) provides management services to four publicly traded real estate investment trusts, or REITs, and three real estate operating companies. As of September 30, 2016, RMR had $26.9 billion of assets under … Read More

Pendrell Corp – Negative Enterprise Value

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The cheapest stock in our All Investable – Deep Value Stock Screen is Pendrell Corp (NASDAQ:PCO). Pendrell Corp (Pendrell) invests in, acquires, and develops businesses with unique technologies that are protected by intellectual property (IP) rights in the United States. It manages four IP licensing programs comprising digital media, digital cinema, wireless … Read More

FutureFuel Would Make A Great Acquisition

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One of the cheapest stocks in our All Investable – Deep Value Stock Screener is FutureFuel Corp. (NYSE:FF). FutureFuel is a leading manufacturer of diversified chemical products and biofuels. FutureFuel’s chemicals segment manufactures specialty chemicals for specific customers (“custom manufacturing”) as well as multi-customer specialty chemicals (“performance chemicals”). FutureFuel’s custom manufacturing product … Read More

Ken Shubin Stein – Follow Munger’s 3 Ways To Find Good Opportunities

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One of our favorite investors at The Acquirer’s Multiple is Ken Shubin Stein. Ken Shubin Stein is the Founder and Portfolio Manager of Spencer Capital Management and the Chairman of Spencer Capital Holdings. Spencer Capital is a value-oriented investment management firm with a successful long-term track record investing in undervalued … Read More

Free Cashflow Machine Argan Well Placed For Continued Growth

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One of the cheapest stocks in our All Investable – Deep Value Stock Screener is Argan, Inc. (NYSE:AGX). Argan provides a full range of engineering, procurement, construction, commissioning, operations management, maintenance, development, technical and consulting services to the power generation and renewable energy markets for a wide range of customers including … Read More

Julian Robertson – Start With Management & Avoid REIT’s

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(Image courtesy, moneyweek.com) One of our favorite investors here at The Acquirer’s Multiple is Julian Robertson. Robertson founded the legendary investment firm Tiger Management, one of the first hedge funds. He has trained and supported some of the best hedge fund managers in the world, collectively known as the “Tiger Cubs”. According to ValueWalk, the Tiger Cubs manage … Read More

WellCare Health Plans Set For Further Growth

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One of the cheapest stocks in our Large Cap 1000 – Deep Value Stock Screener is, WellCare Health Plans, Inc. (NYSE:WCG). WellCare Health Plans, Inc. (WellCare) focuses exclusively on government-sponsored managed care services, primarily through Medicaid, Medicare Advantage and Medicare Prescription Drug Plans to families, children, seniors and individuals with complex medical needs. … Read More

Allan Mecham – Look for Cockroachlike Businesses

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One of my favorite investors is Allan Mecham. Mecham is a value investing legend that flies under the radar. You’re probably asking, Who is Allan Mecham? Forbes wrote an article about him called, Is This The Next Warren Buffett? Marketwatch wrote an article about him titled, The 400% Man, but most investors have never heard of him. … Read More