Undervalued RMR Group, FCF/EV Yield 16%, ROE 31% – All Investable Stock Screener

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One of the cheapest stocks in our All Investable Stock Screener is RMR Group Inc (NASDAQ:RMR). The RMR Group Inc. (RMR) is a holding company and substantially all of its business is conducted by its majority-owned subsidiary, The RMR Group LLC. The RMR Group LLC is an alternative asset management company that was founded in 1986 to invest in real estate and … Read More

Seth Klarman – 13 Tips On How To Find Bargains

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One of the best resources for investors are the Santangel Investor Forum and The Santangel Roundtable. These invitation-only events offer unique investment ideas from some of the world’s top investors. Events were created by The Santangel Review which also provides some great commentary on leading investors. My favorite commentary is called, The Collected Wisdom of Seth Klarman, which provides a compilation of … Read More

Undervalued Michael Kors, FCF/EV Yield 16%, Shareholder Yield 19% – Large Cap 1000 Stock Screener

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One of the cheapest stocks in our Large Cap 1000 Stock Screener is Michael Kors Holdings Ltd (NYSE:KORS). Michael Kors Holdings Limited (Kors) is a designer, marketer, distributor and retailer of branded women’s apparel and accessories and men’s apparel bearing the Michael Kors tradename and related trademarks MICHAEL KORS, MICHAEL MICHAEL KORS, and various other related trademarks and logos. The company operates … Read More

Dan Loeb – Activism Done Properly Doesn’t Have To Be Bad

Johnny HopkinsDan LoebLeave a Comment

Here’s a great interview with Third Point’s Dan Loeb on activism. Loeb says that activism done right should impact companies in a positive way. He adds, the benefits that activists provide include: Accountability Taking Companies On A More Positive Trajectory Checks and Balances But most of all it’s the ideas that activists bring that can help companies maximize performance. New … Read More

How Do Superinvestors Find The Next 100-Bagger

Johnny HopkinsChristopher MayerLeave a Comment

One of my favorite investing books is 100 Baggers: Stocks That Return 100-1 And How To Find Them, written by Christopher Mayer. It’s also one of the top two books on the bookshelf of Mohnish Pabrai. The other book is 1,000 Dollars and an Idea: Entrepreneur to Billionaire, by Sam Wyly. The book is about 100-baggers – stocks that return $100 for … Read More

TSR Inc Trading Below NCAV and TBV, FCF/EV Yield 25%, – Small & Micro Cap Stock Screener

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One of the cheapest stocks in our Small & Micro Cap Stock Screener is TSR Inc (NASDAQ:TSRI). TSR, Inc. (TSR) is engaged in providing contract computer programming services to its customers. The Company provides its customers with technical computer personnel. It provides its customers with technical computer personnel to supplement their in-house information technology (IT) capabilities. The Company offers staffing capabilities in … Read More

Henry Singleton – (“The Best Capital Deployment Record In American Business” – Warren Buffett)

Johnny HopkinsHenry Singleton, Warren BuffettLeave a Comment

One of my favorite investing books is The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, by William N. Thorndike. In fact it’s also the top choice on Warren Buffett’s reading list. The book provides stories on eight of the most successful CEOs in history who were great capital allocators. One of my favorite chapters is on Teledyne CEO Henry … Read More

Howard Marks – A Defensive Mindset Provides Above-Average Results With Below-Average Volatility

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One of my favorite investing books is The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. The book includes passages from Marks’ memos to illustrate his investment philosophy. In Chapter 17 Marks provides a very simple example of the importance of developing a defensive mindset as an investor. This mindset means you can keep up in good … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Why Simple Beats Complex (A Wealth of Common Sense) Investing Successfully is Really Hard (Above The Market) Tactical Asset Allocation: Does the Day of the Month Matter? (Alpha Architect) Emerging Market Equities: Unloved and Under-Owned (CFA Institute Enterprising Investor) The Reasonable Formation of Unreasonable Things (Collaborative Fund) Active Listening (Farnam Street) A (Long) Chat with Peter L. Bernstein (Jason Zweig) Fairholme Capital Management Jun … Read More

Undervalued Alliance Holdings, FCF/EV Yield 27%, Shareholder Yield 9% – All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is Alliance Holdings GP LP (NASDAQ:AHGP). Alliance Holdings GP LP (Alliance) is a limited partnership formed in November 2005 to own and control Alliance Resource Management GP, LLC, the managing general partner of Alliance Resource Partners, L.P. (ARLP), a publicly traded limited partnership engaged in the production and marketing of coal … Read More

Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump

Johnny HopkinsAlexander Roepers Comments

One of the investors we watch closely here at The Acquirer’s Multiple is Alexander Roepers, the founder of Atlantic Investment Management. The firm’s investing methodology is differentiated by its: (1) well-defined universe of quality publicly-traded industrial / consumer companies; (2) concentration of capital and research on its highest conviction investments; (3) private equity-like due diligence; (4) constructive engagement with managements … Read More

Tobias Carlisle In The News – Canadian Acquirer’s Multiple – The Globe And Mail

Johnny HopkinsStocks Comments

Following the recent micro-cap conference in Toronto our very own Tobias Carlisle was interviewed by Norman Rothery at The Globe and Mail regarding our Canada All TSX Stock Screener. The article is titled, How a money manager is producing phenomenal results using ‘the Acquirer’s Multiple’. Here’s an excerpt from that article: Tobias Carlisle recently spoke about value investing at a … Read More

Undervalued Hawaiian Holdings, ROE 32%, FCF/EV Yield 10% – All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is Hawaiian Holdings Inc (NASDAQ:HA). Hawaiian Holdings Inc. (Hawaiian) is a holding company. The company is engaged in the scheduled air transportation of passengers and cargo amongst the Hawaiian Islands (the Neighbor Island routes), between the Hawaiian Islands and certain cities in the United States (the North America routes), and … Read More

Walter Schloss Would Roll In His Grave If He Could Read This Latest Research From Stanford

Johnny HopkinsWalter J. Schloss Comments

Walter Schloss is on Warren Buffett’s list of Super-investors. He’s a man who rarely spoke to management and analysts. So, I’m fairly certain he would roll in his grave he if could read this latest research from Stanford University regarding analyst coverage and how it’s a good prediction of how well a company will perform. Their research shows: Companies with abnormally … Read More

Undervalued Micro-Cap Natural Alternatives, FCF/EV Yield 15%, Zero Debt – Small & Micro Cap Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our Small & Micro Cap Stock Screener is Natural Alternatives International Inc (NASDAQ:NAII). Natural Alternatives International Inc (NAII). is a formulator, manufacturer and marketer of nutritional supplements. The company operates through three segments: private-label contract manufacturing, patent and trademark licensing, and branded products. A quick look at NAII’s share price history over the past twelve months … Read More

Howard Marks – The Poor Man’s Guide To Market Assessment

Johnny HopkinsHoward Marks Comments

One of my favorite investing books is The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. The book includes passages from Marks’ memos to illustrate his investment philosophy. In Chapter 15 Marks provides a very simple example of how to identify the current state of any market using what he calls his  – Poor Man’s Guide To … Read More

Undervalued Argan Inc, FCF/EV Yield 66%, ROE 26%, Zero Debt- All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is Argan Inc (NYSE:AGX). Argan, Inc. (Argan) is a holding company. The company conducts operations through its subsidiaries, Gemma Power Systems, LLC and affiliates (GPS), Atlantic Projects Company Limited (APC), Southern Maryland Cable, Inc. (SMC) and The Roberts Company (Roberts or TRC). The company’s segments include power industry services, industrial fabrication … Read More

Seth Klarman – Herd Mentality Creates Buying Opportunities For Contrarians – Margin of Safety

Johnny HopkinsSeth Klarman Comments

One of the investors we follow closely at The Acquirer’s Multiple is Seth Klarman. In his best selling book, Margin of Safety, Klarman provides some great insights into how herd mentality towards popular stocks creates buying opportunities for contrarian value investors. Here’s an excerpt from that book: Value investing by its very nature is contrarian. Out-of-favor securities may be undervalued; popular … Read More