Marty Whitman – Value Investors Should Focus On Fundamental Finance, Here’s Why

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Marty Whitman. Whitman is the Chairman and Founder of Third Avenue. He’s recognized as a legend in the world of value investing and has proven for more than 50 years that active, opportunistic investors can find under-priced securities in companies with strong balance sheets. He’s also … Read More

David Einhorn – The Ultimate Shareholder Letter When Your Fund Underperforms

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is David Einhorn. Einhorn is the founder and president of Greenlight Capital (Greenlight), a long-short value-oriented hedge fund. He started his fund in 1996 with $900,000 and generated 16.5% annualized return for investors from 1996 to 2016. As of 2017, Greenlight has $9.27 billion in assets under management. Einhorn … Read More

Seth Klarman – 30 Timeless Investing Lessons

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He also wrote one of the best books ever written on investing called Margin of Safety. Such is the popularity of Margin of Safety that at the time of … Read More

Barrons – Behavioral Obstacles to Successful Value Investing

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We’re always on the look out for the latest value investing news here at The Acquirer’s Multiple – Stock Screener. I recently found a great value investing article at Barron’s by Robert Johnson, the President and CEO of the American College of Financial Services. Johnson writes, “In an ADHD world, patience is, unfortunately, in short supply. Advisors who face regular questioning from … Read More

Undervalued and Undiscovered Flanigan’s Enterprises Inc. Well Positioned For Growth

Johnny HopkinsBDL, StocksLeave a Comment

One of the cheapest stocks in our Acquirer’s Multiple, Small & Micro Cap – Stock Screener is Flanigan’s Enterprises, Inc. (NYSEMKT:BDL). With a market cap around $46 million, few investors have ever heard of this great nano-cap. Flanigan’s Enterprises, Inc. (Flanigan’s) operates a chain of full-service restaurants and package liquor stores in South Florida. The company operates package liquor stores under the Big … Read More

Seth Klarman – The Price You Pay Protects Your Downside – Here’s How

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(Image Source, Investopedia, investopedia.com/news/who-seth-klarman, [Accessed 19 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He also wrote one of the best books ever written on investing called Margin of Safety. Such is the popularity … Read More

Howard Marks – Investors Develop Amnesia In The Sharemarket – Here’s Why

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener 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 he published the book The Most Important Thing: … Read More

Tweedy Browne – Focus On The Knowable While Protecting Mightily Against The Unknowable

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One of the value investing firms we follow closely at The Acquirer’s Multiple – Stock Screener is Tweedy, Browne Company LLC (Tweedy Browne). Tweedy Browne, a successor to Tweedy & Co., was first established by Forrest Birchard Tweedy in 1920 as a dealer in closely held and inactively traded securities. The firm’s 95-year history is grounded in undervalued securities, first … Read More

Undervalued InterDigital, Inc, Well Positioned For Growth In 5G And The IoT

Johnny HopkinsIDCC, StocksLeave a Comment

One of the cheapest stocks in our All Investable – Stock Screener is InterDigital, Inc. (NASDAQ:IDCC). InterDigital Inc (InterDigital) designs and develops advanced technologies that enable and enhance wireless communications and capabilities. Since 1972, InterDigital engineers have designed and developed a wide range of innovations that are used in digital cellular and wireless products and networks, including 2G, 3G, 4G and IEEE 802-related … Read More

Seth Klarman – Value Investing Doesn’t Apply Only To U.S. Companies

Johnny HopkinsSeth KlarmanLeave a Comment

(Image Source, Investopedia, investopedia.com/news/who-seth-klarman, [Accessed 12 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He also wrote one of the best books ever written on investing called Margin of Safety. Such is the popularity … Read More

Warren Buffett – Wall Street Makes Billions From Wealthy Investors With A ‘Superiority Complex’

Johnny HopkinsWarren Buffett1 Comment

(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 8 Mar, 2017]) One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Warren Buffett, and one of the best resources for any investor are the Berkshire Hathaway Inc. Shareholder Letters. In his 2016 letter Buffett explains how Wall Street firms generate billions from wealthy investors with a ‘superiority complex’. It’s a must … Read More

Undervalued Vectrus Inc, FCF/Price Yield 15%, Solid Prospective Pipeline and Backlog

Johnny HopkinsStocks, VECLeave a Comment

One of the cheapest stocks in our All Investable – Stock Screener is Vectrus Inc (NYSE:VEC). With a market cap of $240 million, this micro-cap remains undiscovered by a lot of investors and too small for investment by large institutions. Vectrus provides infrastructure asset management, information technology and network communication services, and logistics and supply chain management services to the U.S. government worldwide. … Read More

(Month 5) – Up 12% – TAM Deep Value Stock Portfolio

Johnny HopkinsTAM Deep Value Stock PortfolioLeave a Comment

Firstly, sorry about the delay in getting this month’s update to you. Today is the end of month five of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 12% since inception. The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a … Read More

Warren Buffett – Bubbles Happen When Price Action Overtakes Common Sense

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(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 7 Mar, 2017]) One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Warren Buffett. I recently re-read an awesome interview that Buffett did with the Financial Crisis Inquiry Commission back in 2010, where the commission was charged with the task of understanding the causes behind the 2009 financial crisis. Part of this … Read More

Michael Mauboussin – Common Mistakes Even Smart Investors Make

Johnny HopkinsMichael MauboussinLeave a Comment

(Image Source, YouTube.com, [Accessed 5 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener 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 in … Read More

Robert Robotti – DCF Should Be Renamed The “Deliberate Certainty Fabricating” Model

Johnny HopkinsRobert RobottiLeave a Comment

(Image Source, YouTube.com, [Accessed 5 Mar, 2017]) One of our favorite investors at The Acquirers Multiple – Stock Screener is Robert Robotti. Robotti is the President and Chief Investment Officer of Robotti & Company. Robotti & Company has been in the securities business since 1983.  Robotti specializes in identifying undervalued securities often in cyclical businesses that are cyclically depressed. He prides … Read More

Undervalued Micro-Cap Network-1 Technologies Inc, FCF/EV Yield 134%

Johnny HopkinsNTIP, StocksLeave a Comment

One of the cheapest stocks in our Small & Micro Cap – Stock Screener is Network-1 Technologies Inc (NYSEMKT:NTIP). With a market cap around $89 million, very few investors have ever heard of this great little company. Network-1 Technologies Inc (Network-1) has a remarkable record of taking on and beating technology behemoths like Apple and Microsoft in court. Network-1 is engaged in the development, … Read More