The Bible On Capital Allocation plus His Checklist – Michael Mauboussin

Johnny HopkinsMichael Mauboussin, ResourcesLeave a Comment

There are a number of metrics that we use here at The Acquirer’s Multiple to establish a company’s valuation, quality and shareholder returns. One of my favorites, provided by our Deep Value Stock Screener, is Shareholder Yield. Shareholder Yield tells us what’s being returned to shareholders through a combination of dividends and … Read More

The Ten Attributes of Great Fundamental Investors – Michael J. Mauboussin

Johnny HopkinsMichael Mauboussin, ResourcesLeave a Comment

One of my favorite resources for sage advise on investing strategy is Michael J. Mauboussin. Mauboussin is the Head of Global Financial Strategies at Credit Suisse. Prior to rejoining CS in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Mauboussin is also the author of The Success Equation: Untangling … Read More

The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game

Johnny HopkinsTAM Deep Value Stock Portfolio20 Comments

What is “The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game”? The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game is a Deep Value Stock Portfolio Game using Real Money! Huh! Well, I’ve just discovered someone that’s prepared to put their entire superannuation … Read More

The Opportunity For Value Investing Right Now Is One of The Best I’ve Ever Seen – Charles Brandes

Johnny HopkinsCharles Brandes, ResourcesLeave a Comment

(Image Courtesy, institutionalinvestor.com) Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974, and manages multiple portfolios including US equity and Global Equity. Brandes Investment Partners has $26.6 Billion in Assets Under Management, as of June 2016. He has described his value investing strategy as: “Guided by … Read More

Which Investing Style Is Better, Eddie Lampert or Seth Klarman? – Zeke Ashton

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Zeke Ashton is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur Capital Partners specializes in value-oriented investment strategies. Prior to launching Centaur Capital, Ashton served as an investment analyst and featured writer for The Motley Fool, an investment media company. From 1995 – 2000, Ashton … Read More

How To Think About The Impact of Technlogy In Investing – Tom Gayner (Markel Corporation)

Johnny HopkinsResources, Tom GaynerLeave a Comment

Tom Gayner is the Co-Chief Executive Officer at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. Markel has often been compared to Berkshire Hathaway in the way that it invests its insurance float in other businesses. Gayner has been a very successful value investor over the years. His equity portfolio … Read More

Undervalued Stocks | Argan, Inc. (NYSE:AGX)

Johnny HopkinsStocksLeave a Comment

Argan, Inc. is a holding company that conducts operations through its wholly-owned subsidiaries, GPS, APC, SMC and TRC. Through GPS and APC, 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 … Read More

What Are The Three Components Of An Equity Investment’s Return – Mason Hawkins

Johnny HopkinsMason Hawkins, ResourcesLeave a Comment

(Image Credit, marcellusdrilling.com) Mason Hawkins has been Chairman and Chief Executive Officer of Southeastern Asset Management since 1975. Southeastern Asset Management is a privately owned, global investment management firm and the investment advisor to the Longleaf Partners Funds with over $20 Billion in Assets Under Management. Southeastern Asset Management have consistently … Read More

Deep Value Investing – Amit Wadhwaney

Johnny HopkinsAmit Wadhwaney, ResourcesLeave a Comment

(Image Credit, youtube.com) Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global … Read More

GuruFocus Book Review – Deep Value – Tobias Carlisle

Johnny HopkinsBook Review - Deep ValueLeave a Comment

(Image Credit, returntome.info) Here at The Acquirer’s Multiple, we don’t like to ‘blow our own trumpets”. We like to let others do it for us! Our Founder, Tobias Carlisle, wrote an Amazon best-seller called Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations which describes the process of finding … Read More

What Does It Take To Be A Successful Contrarian Value Investor – John Rogers

Johnny HopkinsJohn Rogers, ResourcesLeave a Comment

(Image Credit, cnbc.com) John Rogers is a true contrarian value investor. In 1983, Rogers founded Ariel Investments headquartered in Chicago. Since its inception, Ariel Investments has grown from 2 to 88 employees with $10.7 billion in Assets Under Management (2015). In 2008, he was awarded Princeton University’s highest honor, the Woodrow … Read More

Going For Too Much Certainty Can Hold You Back – There Is No Certainty – Glenn Greenberg

Johnny HopkinsGlenn Greenberg, ResourcesLeave a Comment

Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. Previously, Greenberg ran Chieftain Capital Management, which he founded in 1984. Brave Warrior Capital has $3.2 Billion in Assets Under Management. Mr. Greenberg holds an English degree from Yale and is a graduate of Columbia Business School. When he … Read More

Advisors And Fund Managers Ignore Value Because It Carries Higher Career Risk

Johnny HopkinsValue Investing NewsLeave a Comment

Value investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorter time periods. As such, these ‘agents’ face a powerful incentive to minimize short-term drawdowns relative to peers and benchmarks. Here’s a great article that … Read More