Five Rules To Follow When Picking Stocks

Johnny HopkinsPatrick O’ShaughnessyLeave a Comment

One of my favorite podcasts is Masters in Business hosted by Barry Ritholz, and one of my favorite investors is Patrick O’Shaughnessy. So, it was awesome to listen to a podcast where Ritholz interviewed O’Shaughnessy on his investing strategy. O’Shaughnessy, is a principal at O’Shaughnessy Asset Management and author of “Millennial Money: How Young … Read More

The Acquirer’s Multiple Deep Value Stock Portfolio up 19.99%

Johnny HopkinsStock ScreenerLeave a Comment

Just a quick update on my TAM Deep Value Stock Portfolio. Today, the portfolio is up 19.99%. As you can see below there’s been particularly strong performances from Bridgepoint Education Inc (NYSE:BPI) and FreightCar America, Inc. (NASDAQ:RAIL) both up 46.27% and 32.30% respectively. Together with American Public Education, Inc. (NASDAQ:APEI) which is up 18.46%. Company TICKER … Read More

Here’s Why Warren Buffett is Buying Airline Stocks

Johnny HopkinsStocks, Warren Buffett2 Comments

Unless you’ve been living on another planet, you’ll know that CNBC reported Berkshire Hathaway recently released SEC filings showing that the company has taken a stake in three of the four major airline companies — American Airlines, United Continental Holdings and Delta Air Lines. CNBC also reported exclusively that Berkshire also … Read More

Do value investors collectively generate value from their efforts or is it “fool’s gold” – Aswath Damodaran

Johnny HopkinsAswath DamodaranLeave a Comment

The best series of posts ever written on whether value investors collectively generate value from their efforts or if it’s just “fool’s gold”, was written by Aswath Damodaran on his blog Musings on Markets. Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern … Read More

The Acquirer’s Multiple Deep Value Stock Portfolio up 18.45%

Johnny HopkinsStock ScreenerLeave a Comment

Just a quick update on my TAM Deep Value Stock Portfolio. Today, the portfolio is up 18.45%. As you can see below there’s been particularly strong performances from Bridgepoint Education Inc (NYSE:BPI) and FreightCar America, Inc. (NASDAQ:RAIL) both up 34.63% and 39.56% respectively. Together with American Public Education, Inc. (NASDAQ:APEI) which is up 15.64%. Company TICKER … Read More