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 … Read More
Just Why Do Today’s Worst Performing Stocks Historically Outperform
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 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning July 24th, 2017” on Storify]
This Week’s Best Investing Reads – Curated Links
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 … Read More
Undervalued RMR Group, FCF/EV Yield 16%, ROE 31% – All Investable Stock Screener
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 … Read More
Seth Klarman – 13 Tips On How To Find Bargains
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 … Read More
Undervalued Michael Kors, FCF/EV Yield 16%, Shareholder Yield 19% – Large Cap 1000 Stock Screener
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, … Read More
Dan Loeb – Activism Done Properly Doesn’t Have To Be Bad
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 … Read More
How Do Superinvestors Find The Next 100-Bagger
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. … Read More
TSR Inc Trading Below NCAV and TBV, FCF/EV Yield 25%, – Small & Micro Cap Stock Screener
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 … Read More
Henry Singleton – (“The Best Capital Deployment Record In American Business” – Warren Buffett)
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. … Read More
Mohnish Pabrai Office Tour and Conversation with Guy Spier
Not all Superinvestors work out of multi-storey complexes as you can see from this Mohnish Pabrai office tour by Guy Spier in Irvine, California. And, as far as I know, not too many take a nap in the afternoon but Pabrai has a bedroom at his office where he takes … Read More
Howard Marks – A Defensive Mindset Provides Above-Average Results With Below-Average Volatility
One of my favorite investing books is The Most Important Thing: Uncommon Sense for the Thoughtful Investor, by Howard Marks. The book includes passages from Marks’ memos to illustrate his investment philosophy. In Chapter 17 Marks provides a very simple example of the importance of developing a defensive mindset as an … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning July 17th, 2017” on Storify]
This Week’s Best Investing Reads – Curated Links
Here’s a list of this week’s best investing reads: Blogs Why Simple Beats Complex (A Wealth of Common Sense) Investing Successfully is Really Hard (Above The Market) Tactical Asset Allocation: Does the Day of the Month Matter? (Alpha Architect) Emerging Market Equities: Unloved and Under-Owned (CFA Institute Enterprising Investor) The Reasonable Formation of Unreasonable Things (Collaborative Fund) Active Listening (Farnam Street) A (Long) … Read More
Undervalued Alliance Holdings, FCF/EV Yield 27%, Shareholder Yield 9% – All Investable Stock Screener
One of the cheapest stocks in our All Investable Stock Screener is Alliance Holdings GP LP (NASDAQ:AHGP). Alliance Holdings GP LP (Alliance) is a limited partnership formed in November 2005 to own and control Alliance Resource Management GP, LLC, the managing general partner of Alliance Resource Partners, L.P. (ARLP), a publicly traded … Read More
Alexander Roepers – Look For Companies With Predictable, Sustainable Franchises That Have Hit A Speed Bump
One of the investors we watch closely here at The Acquirer’s Multiple is Alexander Roepers, the founder of Atlantic Investment Management. The firm’s investing methodology is differentiated by its: (1) well-defined universe of quality publicly-traded industrial / consumer companies; (2) concentration of capital and research on its highest conviction investments; … Read More
Tobias Carlisle In The News – Canadian Acquirer’s Multiple – The Globe And Mail
Following the recent micro-cap conference in Toronto our very own Tobias Carlisle was interviewed by Norman Rothery at The Globe and Mail regarding our Canada All TSX Stock Screener. The article is titled, How a money manager is producing phenomenal results using ‘the Acquirer’s Multiple’. Here’s an excerpt from that … Read More
Undervalued Hawaiian Holdings, ROE 32%, FCF/EV Yield 10% – All Investable Stock Screener
One of the cheapest stocks in our All Investable Stock Screener is Hawaiian Holdings Inc (NASDAQ:HA). Hawaiian Holdings Inc. (Hawaiian) is a holding company. The company is engaged in the scheduled air transportation of passengers and cargo amongst the Hawaiian Islands (the Neighbor Island routes), between the Hawaiian Islands and certain … Read More
Walter Schloss Would Roll In His Grave If He Could Read This Latest Research From Stanford
Walter Schloss is on Warren Buffett’s list of Super-investors. He’s a man who rarely spoke to management and analysts. So, I’m fairly certain he would roll in his grave he if could read this latest research from Stanford University regarding analyst coverage and how it’s a good prediction of how well … Read More