Steven Cohen: Investors Take Note! Model-Driven Companies Will Accelerate Away From The Pack Now That Software Has Become Ubiquitous

Johnny HopkinsInvesting Strategy, Steven CohenLeave a Comment

One of the investors we follow closely here at The Acquirer’s Multiple is Steven Cohen, founder and chairman at Point 72 Asset Management. According to their last reported 13F filing for Q2 2018, Point72 has $25.056 Billion in managed 13F securities. Cohen recently wrote a great article together with Matthew Granade, … Read More

Warren Buffett: In The World Of Mergers And Acquisitions, A Limping Horse Could Be Peddled As Secretariat

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While all of the Berkshire Hathaway shareholder letters are a must read for investors, the 1995 letter is notable for two reasons. The first is Buffett’s explanation of Berkshire’s ‘Woody Allen’ approach to investing. The second is Buffett’s commentary on acquisitions saying: “In any case, why potential buyers even look … Read More

This Week’s Best Investing Reads 08/17/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: The Scapegoat (The Irrelevant Investor) If You’re a Seller, Sell Now. If You’re a Buyer, Wait. (The Reformed Broker) 8 Questions I’ve Been Pondering (A Wealth of Common Sense) Joel Greenblatt Mixes Active and Passive In the Same Fund (Barron’s) You Aren’t Going To Be Right … Read More

TAM Stock Screener – Undervalued Mammoth Energy Services Inc (NASDAQ: TUSK)

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One of the cheapest stocks in our All Investable Stock Screener is Mammoth Energy Services Inc (NASDAQ: TUSK). Mammoth Energy Services Inc (Mammoth) is an integrated, growth-oriented energy service company serving companies engaged in the exploration and development of North American onshore unconventional oil and natural gas reserves. The company segments include … Read More

Philip Carret: “If The Figures Look Right And The Management Knows What It Is Doing, Why Does One Need A 40-Page Report?”

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One of our favorite investors here at The Acquirer’s Multiple is Philip Carret. Carret wrote one of the best books on investing called – A Money Mind at Ninety. There’s a great passage in the book, taken from his 1990 speech at Contrary Opinion Forum, in which he provides two … Read More

This Week’s Best Investing Reads 08/10/2018

Johnny HopkinsValue Investing NewsLeave a Comment

Here is a list of this week’s best investing reads: The Longest Bull Market of All-Time? (The Irrelevant Investor) What People Will Pay For (The Reformed Broker) Strategy vs. Tactics: What’s the Difference and Why Does it Matter? (Farnam Street) If It Sounds Too Good to Be True… (A Wealth of Common Sense) Value Investors Struggle–What Happened? (csinvesting) The Dangers … Read More

Jim Rogers: “Anytime That You Think You’ve Become A Financial Genius—It Is Time To Sit Back And Do Nothing For A While”

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One of our favorite investing books here at The Acquirer’s Multiple is – A Gift to My Children: A Father’s Lessons for Life and Investing, by Jim Rogers. Rogers co-founded the successful Quantum Fund with George Soros back in 1973. There’s a great passage in the book in which Rogers provides … Read More