Howard Marks – Random Thoughts on the Identification of Investment Opportunities

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(Image Source, CNBC, http://www.cnbc.com/2014/12/19/howard-marks-oil-prices-expose-debts-weaknesses.html. [Accessed 27 Feb. 2017]) One of our favorite investors at The Acquirer’s Multiple is Howard Marks. Howard Marks is Chairman and Co-Founder of Oaktree Capital Management, the world’s biggest distressed-debt investor. He’s known in the investment community for his “Oaktree memos” to clients which detail investment … Read More

Undervalued Gilead Sciences – FCF/EV Yield 30%, Shareholder Yield 17%

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One of the cheapest stocks in our all All Investable – Stock Screener is Gilead Sciences, Inc. (NASDAQ:GILD). Gilead Sciences, Inc. (Gilead) is a research-based biopharmaceutical company. The company focuses on the discovery, development and commercialization of medicines in areas of unmet medical need. Gilead’s principal areas of focus include human immunodeficiency virus … Read More

Undervalued Hawaiian Holdings Well Positioned For Further Growth

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One of the cheapest stocks in our all All Investable – Stock Screener and the cheapest airline stock is Hawaiian Holdings, Inc. (NASDAQ:HA). Hawaiian Holdings, Inc. (Hawaiian) is the parent company for its subsidiary, Hawaiian Airlines, Inc. Hawaiian Airlines is now in its 88th year of continuous service, Hawaiian is Hawaii’s biggest … Read More

Warren Buffett – Derivatives Are Financial Weapons Of Mass Destruction

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(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 19 Feb, 2017]) One of our favorite investors at The Acquirer’s Multiple is Warren Buffett. As a value investor, one of the most important free investing resources is Buffett’s Berkshire Hathaway shareholder letters. Each contains hidden gems of value investing wisdom. One of my favorite gems … Read More

Warren Buffett – How to Calculate Intrinsic Value

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(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 16 Feb, 2017]) One of our favorite investors here at The Acquirer’s Multiple is Warren Buffett. Yesterday I provided and excerpt from Buffett’s ‘Owner’s Manual’ – In June 1996, Berkshire’s Chairman, Warren E. Buffett, issued a booklet entitled “An Owner’s Manual” to Berkshire’s Class A … Read More

Warren Buffett – An Owner’s Manual

Johnny HopkinsWarren Buffett1 Comment

(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 15 Feb, 2017]) One of our favorite investors here at The Acquirer’s Multiple is Warren Buffett. In June 1996, Berkshire’s Chairman, Warren E. Buffett, issued a booklet entitled “An Owner’s Manual*” to Berkshire’s Class A and Class B shareholders. The purpose of the manual was … Read More

Warren Buffett – How Charlie Convinced Me To Break My Cigar-Butt Investing Habit

Johnny HopkinsCharles Munger, Warren BuffettLeave a Comment

(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 9 Feb, 2017]) One of our favorite investors at The Acquirer’s Multiple is of course Warren Buffett. As a value investor, one of the most important free investing resources is Buffett’s Berkshire Hathaway shareholder letters. Each contains hidden gems of value investing wisdom. One of my favorite … Read More

United Continental Still Undervalued – 10% Cashflow Yield + 11% Shareholder Yield

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One of the cheapest stocks in our Large Cap 1000 – Stock Screener is United Continental Holdings Inc (NYSE:UAL). United Continental Holdings, Inc., (United) together with its subsidiaries, provides air transportation services in North America, the Asia-Pacific, Europe, the Middle East, Africa, and Latin America. The company transports people and cargo through … Read More

Undervalued Target Corp – 16% Shareholder Yield

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One of the cheapest stocks in our Large Cap 1000 – Stock Screener is Target Corporation (NYSE:TGT). Target Corporation (Target) is a discount retailer that offers everyday essentials and merchandise to its customers. The company sells a range of general merchandise and food through its stores and digital channels. General merchandise stores offer … Read More