(Month 7) – Up 10.02% – Bridgepoint Edu. up 88% – TAM Deep Value Stock Portfolio

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Today is the end of month seven of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 10.02% since inception, compared to 10.49% for the comparative Russell 3000 (INDEXRUSSELL:RUA). 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 … Read More

Seth Klarman – ETF’s Provide Value Investors With A Distinct Advantage. Here’s Why.

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Back in February this year, Klarman released The Baupost Group’s 2016 year end letter in which he discusses the impact of ETF’s on the hedge fund industry and why ETF’s present long-term value investors with a distinct advantage. It’s a must read for all investors. Here’s … Read More

Robert (Bob) Olstein – The Advantages Of Active Investing Over Passive Investing

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One of the investors we follow closely at The Acquirer’s Multiple – Stock Screener is Robert Olstein. Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. Olstein has long been recognized as one of the financial … Read More

Bill Miller – To get different results than others, one needs to invest differently

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Bill Miller. Miller is the founder of Miller Value Partners, and currently serves as the Chairman and Chief Investment Officer, and the Portfolio Manager for Opportunity Equity and Income Opportunity Strategy. Prior to Miller Value Partners, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management … Read More

Chuck Akre: How To Identify Compounding Machines | Talks at Google

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Chuck Akre. Akre is the Managing Member, Chief Executive Officer and Chief Investment Officer at Akre Capital Management. Akre has been in the securities business since 1968. He founded Akre Capital Management in 1989 and relocated the business to Middleburg, Virginia, in 2002, where it still … Read More

Warren Buffett: Berkshire’s Earnings Aided By America’s Economic Dynamism

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One our favorite investors here at The Acquirer’s Multiple – Stock Screener is of course Warren Buffett. One of the best resources for investors is Berkshire Hathaway’s Annual Reports and the associated Chairman’s Letters which are are full of investing nuggets. Berkshire’s recently released 2016 Annual Report provides lots of great commentary and investing gems including the following on why the … Read More

Howard Marks – Warns Investors to Invest When Optimism Is Low, Not High

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener 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 strategies and insight into the economy, and in 2011 he published the book The Most Important Thing: … Read More

Brian Rogers, T Rowe Price: Doubt Everything, Believe Nothing – Be Wary Of “It Stocks”

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One of the funds that we watch closely here at The Acquirer’s Multiple – Stock Screener, is T Rowe Price. T Rowe Price recently announced that its Chairman and CIO Brian Rogers would retire in March 2017, but would continue on the Board as a non-executive chair. Rogers joined T. Rowe Price as a portfolio manager in 1982. Previously, he … Read More

Jeff Ubben: ValueAct to Return $1.25 Billion To Investors Citing Overvaluation

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One of the funds we follow closely here at The Acquirer’s Multiple – Stock Screener is ValueAct Capital Management, run by Jeff Ubben. Bloomberg recently reported that Valueact had decided to return $1.25 billion to investors in May because of concerns that company valuations are expensive, it’s a must read for all investors. Here’s an excerpt from that article:

Dodge & Cox: The 6 Characteristics of Successful Active Investors

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One of the funds we like to watch closely here at The Acquirer’s Multiple – Stock Screener is Dodge & Cox. In 1930, in the midst of the Great Depression, Van Duyn Dodge and E. Morris Cox formed a partnership to provide investment counsel. Their confidence in this endeavor was fortified by Morrie Cox’s conviction that “well-conceived professional investment management … Read More

Jim O’Shaughnessy: Human Beings Are Hardwired To Fail In The Stockmarket | Talks at Google

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Jim O’Shaughnessy. O’Shaughnessy has long been recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis, he has been called a “world beater” and a “statistical guru” by Barron’s. In February 2009, Forbes.com included O’Shaughnessy in a series on “Legendary Investors” along with … Read More

Wallace (Wally) Weitz – Business value “reality” exerts a “gravitational pull” on its stock price

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Wallace (Wally) Weitz. Weitz is founder and co-chief investment officer of Weitz Investments. Weitz has spent over three decades putting his instinct for opportunity to work for shareholders. Influenced by the value investing model of Benjamin Graham and Warren Buffett, steadily produced outstanding results on the funds … Read More

Bill Nygren – Doesn’t think there’s reasons to believe the stock market is expensive

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Bill Nygren. Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. As of December 2016 the Oakmark Select Fund had $5.17 Billion in assets under management (AUM). In … Read More

Mohnish Pabrai – Market Commentary March 2017

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One of our favorite investors at The Acquirer’s Multiple  – Stock Screener 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. Following is a recent interview that Pabrai did with CNBC regarding his … Read More

Amazon Has Changed The Entire Business Ecosystem Forever – Prof. Scott Galloway (NYU Stern)

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Scott Galloway is a Professor of Marketing at NYU Stern School of Business where he teaches Brand Strategy and Digital Marketing to second-year MBA students and is the author of the Digital IQ Index ®, a global ranking of prestige brands’ digital competence. In 2012, Professor Galloway was named “One of the World’s 50 Best Business School Professors” (Poets & … Read More

Marty Whitman – Wall Street Just Doesn’t Get It!

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Marty Whitman. Whitman is the Chairman and Founder of Third Avenue. He’s recognized as a legend in the world of value investing and has proven for more than 50 years that active, opportunistic investors can find under-priced securities in companies with strong balance sheets. One of … Read More

Bruce Berkowitz – There’s Light At The End Of The Tunnel

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One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Bruce Berkowitz. Berkowitz is the Founder and Chief Investment Officer of Fairholme Capital Management, and President and a Director of Fairholme Funds, Inc. In 2010, Berkowitz was named as the 2009 Domestic-Stock Fund Manager of the Year by Morningstar as well as the Domestic-Stock Fund Manager of the … Read More

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

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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