One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Jamie Dimon. Dimon is the Chairman and CEO of JP Morgan Chase. Dimon became CEO on January 1, 2006, and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon … Read More
Brian Rogers, T Rowe Price: Doubt Everything, Believe Nothing – Be Wary Of “It Stocks”
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. … Read More
Jeff Ubben: ValueAct to Return $1.25 Billion To Investors Citing Overvaluation
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 … Read More
Dodge & Cox: The 6 Characteristics of Successful Active Investors
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 … Read More
Jim O’Shaughnessy: Human Beings Are Hardwired To Fail In The Stockmarket | Talks at Google
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 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning April 24th, 2017” on Storify]
Wallace (Wally) Weitz – Business value “reality” exerts a “gravitational pull” on its stock price
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 … Read More
Bill Nygren – Doesn’t think there’s reasons to believe the stock market is expensive
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 … Read More
Mohnish Pabrai – Market Commentary March 2017
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 … Read More
Amazon Has Changed The Entire Business Ecosystem Forever – Prof. Scott Galloway (NYU Stern)
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 … Read More
Marty Whitman – Wall Street Just Doesn’t Get It!
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 … Read More
Bruce Berkowitz – There’s Light At The End Of The Tunnel
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 … Read More
Undervalued Movado Group Inc – FCF/EV Yield of 14%
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 which may one day need services such as that watch repair in Utah. The company operates in both wholesale and retail … Read More
Howard Marks – Don’t Abandon Time-Honored Disciplines, Here’s Why
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 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning April 17th, 2017” on Storify]
Charles Bobrinskoy – Buy, be patient, wait for that short-term problem to go away
One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Charles Bobrinskoy. Bobrinskoy is Vice Chairman, Head of Investment Group & Portfolio Manager at Ariel Investments LLC, a Member at Economic Club of Chicago and Member-Library Board at Duke University. He oversees Ariel’s domestic investment team and manages the focused … Read More
Joel Greenblatt: Human Intervention Hurts Your Performance | Talks at Google
One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Joel Greenblatt. Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the … Read More
Undervalued Continental Materials Corp Trading At 25% Discount to TBV
One of the cheapest stocks in our Acquirer’s Multiple, Small & Micro Cap – Stock Screener is Continental Materials Corporation (NYSEMKT:CUO). With a market cap around $34 million, few investors have ever heard of this undervalued nano-cap. Continental Materials Corporation (Continental) produces and sells heating, ventilation, and air conditioning (HVAC) products; and construction … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning April 10th, 2017” on Storify]
Steven Romick – Admiting to His Mistakes on Hewlett Packard
One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Steven Romick. Romick is the Managing Partner at FPA Funds, he serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor Strategy. Prior to joining FPA, he was Chairman of … Read More