(Month 3) – Up 22.62% – Deep Value Stock Portfolio (Now Live on TAM!)

Johnny HopkinsTAM Deep Value Stock Portfolio2 Comments

Today is the end of month three of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 22.62% since inception. The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a real life Acquirer’s Multiple Portfolio and documenting it here. The plan is … Read More

Undervalued American Axle Complete Stock Analysis

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One of the cheapest stocks in our All Investable – Deep Value Stock Screener is American Axle & Manufacturing Holdings, Inc. (NYSE:AXL). American Axle is a Tier 1 supplier to the automotive industry. The company manufactures, engineers, designs and validates driveline and drivetrain systems and related components and chassis modules for light trucks, sport utility vehicles (SUVs), passenger cars, crossover vehicles … Read More

Undervalued Micro-Cap CSPi

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One of the cheapest stocks in our Small and Micro-Cap Deep Value Stock Screener is CSP Inc. (NASDAQ:CSPI). CSPi Technology Solutions provides consulting, managed services and technology integration solutions across a range of information technology specialties including network solutions, wireless and mobility, unified communications, data center and advanced security. You can read our full analysis on this great little micro-cap at ValueWalk here, Micro-Cap … Read More

John Neff – Why The Low P/E Strategy Works

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(Photo courtesy, investopedia.com) If it’s one thing we love at The Acquirer’s Multiple it’s value investors and John Neff is a legend in the world of value investing. Neff has referred to his investing style as a low price-to-earnings (P/E) methodology. He’s one of the best known mutual fund investors ever, notable for his contrarian and value investing style as well … Read More

Investors Obsess Over Active vs. Passive Investing: There’s a Third Option

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What is the best approach to building a common stock portfolio: active or passive investing? This has been an ongoing debate for several decades. However, few investors realize there is a third option which is far superior to either of the first two: systematic investing. Systematic investing combines the best attributes of active and passive investing while eliminating the downfalls … Read More

Mohnish Pabrai – How Value Investors Can Avoid The Next Enron

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(Image, courtesy Forbes.com) One of my favorite investors is Mohnish Pabrai. Mohnish Pabrai is the Founder and Managing Partner of the Pabrai Investments Funds, the founder and CEO of Dhandho Funds, and the author of The Dhandho Investor and Mosaic – Perspectives on Investing. He’s one of the smartest guys on the planet when it comes to investing. One question that value investors … Read More

Lessons From 40 Years of Value Investing – Charles Brandes

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(Image Courtesy: institutionalinvestor.com) Just read a great interview on the CFA Institute website with value investing legend Charles Brandes. In this interview, Kim Shannon, CFA, president of Sionna Investment Managers, talks with legendary investor Charles H. Brandes, CFA, chairman of Brandes Investment Partners, L.P., about his 40 years of unwavering global value investing. In addition to key lessons on implementing … Read More

Undervalued Stocks – Express Inc (EXPR)

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The Acquirer’s Multiple now provides syndicated content to our friends at ValueWalk. ValueWalk is one of the best resources on the planet for value investors and it’s included in our list of 50 of the best investing blogs on the planet, plus a couple more (2016).

Selling at a Fraction of Net Tangible Book Value – Overseas Shipholding Group, Inc. (OSG)

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One of the cheapest stocks in our All Investable Screener, which you can subscribe to here, is Overseas Shipholding Group, Inc. Class A (NYSE:OSG). OSG provides ocean transportation services for crude oil and refined petroleum products, and is the only major tanker company to operate in both the U.S. Flag and International Flag fleet markets. The company operates its vessels in two strategic business units: … Read More

An Acquirer’s Dream – Applied Genetic Technologies Corp (AGTC)

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One of the cheapest stocks in our All Investable Screener, which you can subscribe to here, is Applied Genetic Technologies Corp (NASDAQ:AGTC). AGTC is a clinical-stage biotechnology company that uses its proprietary gene therapy platform to develop products designed to transform the lives of patients with severe diseases in ophthalmology. AGTC’s lead product candidates focus on X-linked retinoschisis, achromatopsia and X-linked retinitis … Read More

David Dreman: Why the Low PE Approach Works

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One of my favorite investors is David Dreman. Dreman is the founder and Chairman of Dreman Value Management. He’s published many scholarly articles and has written four books. Dreman also writes a column for Forbes magazine and he’s on the board of directors of the Institute of Behavioral Finance, publisher of the Journal of Behavioral Finance. Over the past 30 years, Dreman … Read More

Mohnish Pabrai | Which Out-of-Favor Stocks Will Continue To Outperform

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In the past couple of weeks I’ve written a number of articles on out-of-favor stocks that appear in our Large Cap 1000 Screener (which you can access for free here). The latest out-of-favor industries are autos and airlines and the two stocks I wrote about in particular were Fiat Chrysler Automobiles NV (NYSE:FCAU) and Southwest Airlines Co (NYSE:LUV). You can read the articles here: … Read More

The Acquirer’s Multiple Deep Value Stock Portfolio up 20.87%

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Just a quick update on my TAM Deep Value Stock Portfolio. At the end of last week the portfolio was up 20.87%. As you can see below there’s been particularly strong performances from Bridgepoint Education Inc (NYSE:BPI), FreightCar America, Inc. (NASDAQ:RAIL) and American Public Education, Inc. (NASDAQ:APEI) all of which are up 56.27%, 46.82% and 34.10% respectively. I also got a nice little boost from new … Read More