Seth Klarman – Value Investing Is Like The E=mc2 of Money and Investing

Johnny HopkinsSeth Klarman Comments

One of the best resources for investors are the Santangel Investor Forum and The Santangel Roundtable. These invitation-only events offer unique investment ideas from some of the world’s top investors. Events were created by The Santangel Review which also provides some great commentary on leading investors. My favorite commentary is called, The Collected Wisdom of Seth Klarman, which provides a compilation of … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs 1. A Dozen Lessons on Investing from Ed Thorp (25iq) 2. The Biggest Stocks (A Wealth of Common Sense) 3. “Worrying is a serious offense” (Above The Market) 4. Academic Research Insight: When Does International Investing Make Sense? (Alpha Architect) 5. Three Lessons from the Bernie Madoff Scandal (CFA Institute Enterprising Investor) 6. A Fanatic is One Who Can’t Change his … Read More

Undervalued Finjan Holdings, FCF/EV Yield 38%, Earnings Yield 14% – Small & Micro Cap Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our Small & Micro Cap Stock Screener is Finjan Holdings, Inc (NASDAQ:FNJN). Finjan Holdings, Inc., (Finjan) through its subsidiaries, operates as a cybersecurity company, provides intellectual property licensing and enforcement services. The company owns a portfolio of patents related to software and hardware technologies that proactively detect malicious code and thereby protects end users from identity … Read More

Templeton – It Is Impossible To Produce Superior Performance Unless You Do Something Different From The Majority

Johnny HopkinsJohn Templeton Comments

One of my favorite investing books is, The Little Book of Behavioral Investing – How Not To Be Your Own Worst Enemy, by James Montier. The book takes you through some of the most important behavioral challenges faced by investors. Montier reveals the most common psychological barriers, clearly showing how emotion, overconfidence, and a multitude of other behavioral traits, can affect … Read More

Undervalued Alliance Resource Partners, FCF/EV Yield 35%, ROE 36% – All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is Alliance Resource Partners, L.P (NASDAQ:ARLP). Alliance Resource Partners, L.P. (Alliance) is a producer and marketer of coal primarily to the United States utilities and industrial users. The company operates through segments, including Illinois Basin, Appalachia, and Other and Corporate. The Illinois Basin segment consists of various operating segments, including Webster County … Read More

Joel Greenblatt – Value Investing Doesn’t Always Work, Which Is Precisely Why It Works

Johnny HopkinsJoel Greenblatt Comments

One of the best reads for any investor is the book, Hedge Fund Market Wizards: How Winning Traders Win, by Jack Schwager. The book provides successful trading philosophies and strategies from fifteen traders who’ve consistently beaten the markets, one of which is Joel Greenblatt. In the book, Greenblatt discusses how he developed his Magic Formula and why value investing continues to work. … Read More

Undervalued Lear Corporation, FCF/EV Yield 10%, ROE 32% – Large Cap 1000 Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our Large Cap 1000 Stock Screener is Lear Corporation (NYSE:LEA). Lear Corporation (Lear) is a supplier to the global automotive industry. The company is engaged in supplying seating, electrical distribution systems and electronic modules, as well as related sub-systems, components and software, to automotive manufacturers. The company’s segments include Seating and E-Systems. The company serves the … Read More

Peter Lynch – In Investing The Person That Turns Over The Most Rocks Wins The Game

Johnny HopkinsPeter Lynch Comments

One of my favorite all time investors is Peter Lynch. As the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, consistently more than doubling the S&P 500 market index and making it the best performing mutual fund in the world. During his tenure, assets under management increased from $18 million to $14 billion One of the best Lynch interviews … Read More

Undervalued Silvercorp Metals, FCF/EV Yield 10%, ROE 17% – All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is Silvercorp Metals Inc (NYSEMKT:SVM). Silvercorp Metals Inc. (Silvercorp) is a silver-producing Canadian mining company. The company is engaged in the acquisition, exploration, development, and mining of silver-related mineral properties in China. The company’s segments include Mining, including projects, such as Henan Luoning, Hunan, Guangdong and Other, and Administrative, which includes … Read More

Just Why Do Today’s Worst Performing Stocks Historically Outperform

Johnny HopkinsInvesting Strategy Comments

One of my favorite investing books is A Mathematician Plays The Stockmarket by best selling author – John Allen Paulos. Paulos demonstrates what the tools of mathematics can teach us about the machinations of the stock market. One of my favorite parts of the book focuses on regression to the mean in the stock market, and why today’s worst performing stocks … Read More

This Week’s Best Investing Reads – Curated Links

Johnny HopkinsValue Investing News Comments

Here’s a list of this week’s best investing reads: Blogs Few Bets. Big Bets. Infrequent Bets (Chai with Pabrai) Ten Rules For Catching A Bottom (The Irrelevant Investor) Billionaire Mario Gabelli: ‘I’m glad that Amazon comes along and knocks off everybody’  (Dataroma) I bought my first Bitcoin (The Reformed Broker) Every Great Investment Hurts (Collaborative Fund) Value investing and risk: What you will not learn at university (The Globe and … Read More

Undervalued RMR Group, FCF/EV Yield 16%, ROE 31% – All Investable Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our All Investable Stock Screener is RMR Group Inc (NASDAQ:RMR). The RMR Group Inc. (RMR) is a holding company and substantially all of its business is conducted by its majority-owned subsidiary, The RMR Group LLC. The RMR Group LLC is an alternative asset management company that was founded in 1986 to invest in real estate and … Read More

Seth Klarman – 13 Tips On How To Find Bargains

Johnny HopkinsSeth Klarman Comments

One of the best resources for investors are the Santangel Investor Forum and The Santangel Roundtable. These invitation-only events offer unique investment ideas from some of the world’s top investors. Events were created by The Santangel Review which also provides some great commentary on leading investors. My favorite commentary is called, The Collected Wisdom of Seth Klarman, which provides a compilation of … Read More

Undervalued Michael Kors, FCF/EV Yield 16%, Shareholder Yield 19% – Large Cap 1000 Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our Large Cap 1000 Stock Screener is Michael Kors Holdings Ltd (NYSE:KORS). Michael Kors Holdings Limited (Kors) is a designer, marketer, distributor and retailer of branded women’s apparel and accessories and men’s apparel bearing the Michael Kors tradename and related trademarks MICHAEL KORS, MICHAEL MICHAEL KORS, and various other related trademarks and logos. The company operates … Read More

Dan Loeb – Activism Done Properly Doesn’t Have To Be Bad

Johnny HopkinsDan Loeb Comments

Here’s a great interview with Third Point’s Dan Loeb on activism. Loeb says that activism done right should impact companies in a positive way. He adds, the benefits that activists provide include: Accountability Taking Companies On A More Positive Trajectory Checks and Balances But most of all it’s the ideas that activists bring that can help companies maximize performance. New … Read More

How Do Superinvestors Find The Next 100-Bagger

Johnny HopkinsChristopher Mayer Comments

One of my favorite investing books is 100 Baggers: Stocks That Return 100-1 And How To Find Them, written by Christopher Mayer. It’s also one of the top two books on the bookshelf of Mohnish Pabrai. The other book is 1,000 Dollars and an Idea: Entrepreneur to Billionaire, by Sam Wyly. The book is about 100-baggers – stocks that return $100 for … Read More

TSR Inc Trading Below NCAV and TBV, FCF/EV Yield 25%, – Small & Micro Cap Stock Screener

Johnny HopkinsStocks Comments

One of the cheapest stocks in our Small & Micro Cap Stock Screener is TSR Inc (NASDAQ:TSRI). TSR, Inc. (TSR) is engaged in providing contract computer programming services to its customers. The Company provides its customers with technical computer personnel. It provides its customers with technical computer personnel to supplement their in-house information technology (IT) capabilities. The Company offers staffing capabilities in … Read More

Henry Singleton – (“The Best Capital Deployment Record In American Business” – Warren Buffett)

Johnny HopkinsHenry Singleton, Warren Buffett Comments

One of my favorite investing books is The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, by William N. Thorndike. In fact it’s also the top choice on Warren Buffett’s reading list. The book provides stories on eight of the most successful CEOs in history who were great capital allocators. One of my favorite chapters is on Teledyne CEO Henry … Read More