Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier

Johnny HopkinsJames Montier, ResourcesLeave a Comment

James Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is an expert in behavioral investing and the author of several books including: Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance Value Investing: Tools … Read More

The Bible On Capital Allocation plus His Checklist – Michael Mauboussin

Johnny HopkinsMichael Mauboussin, ResourcesLeave a Comment

There are a number of metrics that we use here at The Acquirer’s Multiple to establish a company’s valuation, quality and shareholder returns. One of my favorites, provided by our Deep Value Stock Screener, is Shareholder Yield. Shareholder Yield tells us what’s being returned to shareholders through a combination of dividends and … Read More

The Ten Attributes of Great Fundamental Investors – Michael J. Mauboussin

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One of my favorite resources for sage advise on investing strategy is Michael J. Mauboussin. Mauboussin is the Head of Global Financial Strategies at Credit Suisse. Prior to rejoining CS in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Mauboussin is also the author of The Success Equation: Untangling … Read More

The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game

Johnny HopkinsTAM Deep Value Stock Portfolio20 Comments

What is “The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game”? The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game is a Deep Value Stock Portfolio Game using Real Money! Huh! Well, I’ve just discovered someone that’s prepared to put their entire superannuation … Read More

The Opportunity For Value Investing Right Now Is One of The Best I’ve Ever Seen – Charles Brandes

Johnny HopkinsCharles Brandes, ResourcesLeave a Comment

(Image Courtesy, Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974, and manages multiple portfolios including US equity and Global Equity. Brandes Investment Partners has $26.6 Billion in Assets Under Management, as of June 2016. He has described his value investing strategy as: “Guided by … Read More

Which Investing Style Is Better, Eddie Lampert or Seth Klarman? – Zeke Ashton

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Zeke Ashton is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur Capital Partners specializes in value-oriented investment strategies. Prior to launching Centaur Capital, Ashton served as an investment analyst and featured writer for The Motley Fool, an investment media company. From 1995 – 2000, Ashton … Read More

How To Think About The Impact of Technlogy In Investing – Tom Gayner (Markel Corporation)

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Tom Gayner is the Co-Chief Executive Officer at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. Markel has often been compared to Berkshire Hathaway in the way that it invests its insurance float in other businesses. Gayner has been a very successful value investor over the years. His equity portfolio … Read More

Undervalued Stocks | Argan, Inc. (NYSE:AGX)

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Argan, Inc. is a holding company that conducts operations through its wholly-owned subsidiaries, GPS, APC, SMC and TRC. Through GPS and APC, Argan provides a full range of engineering, procurement, construction, commissioning, operations management, maintenance, development, technical and consulting services to the power generation and renewable energy markets for a wide range … Read More