How Warren Buffett Turned $10.6 Million Into $221 Million While Others Were Embracing The EMT

Johnny HopkinsStocks, Warren Buffett Comments

As a value investor it is important that you read every word of every letter ever written by Warren Buffett in his Berkshire Hathaway Shareholder Letters. One great example of what you can learn comes from his 1985 Chairman’s letter in which he discusses his intrinsic value calculation of The Washington Post and how he turned $10.6 million into $221 … Read More

Alio Gold Jumps 19% Last 5 Days – TAM Deep Value Stock Screener

Johnny HopkinsStock Screener, Stocks Comments

One of the cheapest stocks in our All Investable Deep Value Stock Screener is Alio Gold Inc (NYSEMKT:ALO). Alio Gold Inc (Alio), formerly Timmins Gold Corp, is a Canada-based gold producer engaged in the operation, development, exploration and acquisition of resource properties in Mexico through its subsidiaries, Timmins Goldcorp Mexico, S.A. de C.V. and Molimentales del Noroeste, S.A. de C.V. (MdN). MdN … Read More

Speaking in Toronto at The MicroCap Conference on June 27th

Tobias CarlisleStocks Comments

I’ll be speaking about my books and research in Toronto at The MicroCap Conference on June 27th. Hope you can make it: Join us on June 27th for our annual conference in Toronto at the Sheraton Hotel! The MicroCap Conference will highlight the most attractive Canadian companies across various sectors. We will be bringing up to 45 companies in addition … Read More

Global Sources Ltd. (Bermuda) Up 48.96% Overnight

Johnny HopkinsGSOL, Stocks Comments

One of the stocks I added to the TAM Deep Value Stock Portfolio last month was Global Sources Ltd. (Bermuda) (NASDAQ:GSOL). Global Sources Ltd. is a business-to-business (B2B) media company that provides information and integrated marketing services, with a particular focus on the Greater China market. I wrote about the purchase in my Month Six Update when it was trading at $8.25. So, it … Read More

The 12 Commandments of Warren Buffett’s Hero, Philip Carret

Johnny HopkinsStocks Comments

Late last year The Telegraph did a great piece on value investing legend Philip Carret, who Warren Buffett described as one of his hero’s. After founding his Pioneer Fund in 1928, one year before the great depression, Carret successfully steered his fund consistently upwards through the Great Depression and the Second World War and his career ultimately encompassed a total … Read More

Howard Marks And Joel Greenblatt: “I Think You And I Would Agree That People Are Nuts.” Time Favors The Rational.

Johnny HopkinsStocks Comments

Earlier this year, Howard Marks and Joel Greenblatt came face to face at the inaugural Forbes and Shook Research Top Financial Advisor Summit in Las Vegas where it became apparent that their worldview is nearly identical. When speaking about the current market conditions the pair said, “Most people, including most people in the investment business, don’t have the ability to take advantage … Read More

Bridgepoint Education Soars 22% – Total Gain 124% To Date

Johnny HopkinsBPI Comments

Bridgepoint Education (NYSE:BPI) (Bridgepoint) reported its Q1 2017 results yesterday and the stock price soared 22%. Bridgepoint is a provider of post-secondary education services and owns two academic institutions – Ashford University and University of the Rockies. This is a stock that I added to my Acquirer’s Multiple – Deep Value Stock Portfolio in September, 2016. The stock is up … Read More

Undervalued Movado Group Inc – FCF/EV Yield of 14%

Johnny HopkinsMOV, Stocks Comments

One of the cheapest stocks in our Acquirer’s Multiple, All Investable – Stock Screener is Movado Group Inc (NYSE:MOV). Movado Group Inc (Movado) designs, sources, markets and distributes luxury watches. The company operates in both wholesale and retail segments throughout the U.S. and internationally. It has international operations in Europe, the Middle East and Asia. Its portfolio of brands includes Coach … Read More