[View the story “Week Beginning November 14th, 2016” on Storify]
The Acquirer’s Multiple Deep Value Stock Portfolio up 18.45%
Just a quick update on my TAM Deep Value Stock Portfolio. Today, the portfolio is up 18.45%. As you can see below there’s been particularly strong performances from Bridgepoint Education Inc (NYSE:BPI) and FreightCar America, Inc. (NASDAQ:RAIL) both up 34.63% and 39.56% respectively. Together with American Public Education, Inc. (NASDAQ:APEI) which is up 15.64%. Company TICKER … Read More
Here’s Why Einhorn, Soros, Gabelli and Greenblatt are Interested in Humana Inc (HUM)
One of the best performing stocks in our Large Cap 1000 Screener, which you can register for free here, is Humana Inc (NYSE:HUM). If you check out the Guru Trades on gurufocus.com you’ll notice that there’s been interest in Humana from some of the biggest names in the investment world. Humana Inc., together with its … Read More
The Importance of Following an Evidence Based Process – Moneygram International Inc (MGI)
Back in December 23, 2015 I wrote about a stock in our All Investable Screener, which you can register for here, called Moneygram International Inc (NASDAQ:MGI). You can read the article here. MoneyGram International, Inc. (MoneyGram) is of course the money transfer and payment services company. As you can see (below), at the … Read More
Buy Groups of Stocks That Meet Some Simple Criterion for Being Undervalued – Benjamin Graham
One of my favorite Benjamin Graham interviews was one he did with Hartman L. Butler, Jr., C.F.A. in 1976. Graham discusses a number of topics including how to successfully think like an investor, writing Security Analysis, index funds, and the efficient market theory. But my favorite piece includes his thoughts … Read More
Charlie Munger Presentation at CalTech – Funny & Brilliant
One of my favorite Charles Munger presentations is one that he did for the folks at Caltech. It’s a much watch for all investors.
(New Link) – Still The Best Article Ever Written on Stock Picking – Charles Munger
First of all, my apologies! Last week I published an article called, Still The Best Article Ever Written on Stock Picking by Charles Munger. Then, for some incomprehensible reason I decided to move the article. Don’t ask me why! Anyway, this lead to dozens of emails from people asking me for the … Read More
Great Undervalued Small Cap Generating Loads of Free Cashflow = FutureFuel Corp. (FF)
One of the best-performing stocks in our All Investable Screener, which you can register for here, is FutureFuel Corp. (NYSE:FF). FutureFuel Corp., through its subsidiaries, manufactures and sells diversified chemical products, bio-based products, and bio-based specialty chemical products in the United States and internationally. It operates in two segments, Chemicals and Biofuels. … Read More
In Spite of The Recent Trend, There’s Lots More Growth To Come – IDT Corporation (IDT)
One of the best performing stocks in our All Investable Screener, which you can register for here, is IDT Corporation (NYSE:IDT). IDT Corporation, through its IDT Telecom division, provides telecommunications and payment services to individuals and businesses primarily through its flagship BOSS Revolution® and Net2Phone (NTOP)®brands. IDT Telecom’s wholesale business is … Read More
How To Select The Right Discount Rate – Margin of Safety – Seth Klarman
One of the best investors on the planet is Seth Klarman, and one of the best books ever written on investing is, Margin of Safety by Seth Klarman. Such is the popularity of Margin of Safety that at the time of writing there are 19 used copies selling for $878 and … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning November 7th, 2016” on Storify]
Why Does The Enterprise Multiple Perform Better Than Other Valuation Metrics
(Photo courtesy, lebow.drexel.edu) One of our favorite bloggers is Wes Gray over at Alpha Architect. These guys provide some of the best research on investing and behavioral finance. Gray is a really smart guy, has a PhD in finance, and graduated magna cum laude with a BS from The Wharton School of the University … Read More
The Ultimate Guide on How to Value a Business – Warren Buffett
If you haven’t read Warren Buffett’s letters to his shareholders at Berkshire Hathaway, you’ve missed some of the best lessons ever provided to investors. In Buffett’s year 2000 letter to shareholders he explained how to value a business. It’s a must read for all value investors. Here’s an excerpt from his year … Read More
(Month 1) TAM $45,000 – Deep Value Stock Portfolio – Real Money Game
Today is the end of month one of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game. The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a real life Acquirer’s Multiple Portfolio and documenting it here. The … Read More
The Best Paper Ever Written On What Has Worked In Investing – Tweedy Browne
Without doubt, this is the best paper every written on What Has Worked In Investing. What Has Worked In Investing, Studies of Investment Approaches and Characteristics Associated With Exceptional Returns A long time ago, Tweedy Browne compiled a complimentary booklet entitled What Has Worked In Investing. Their paper describes over 50 … Read More
Warren Buffett Presentation To UGA Students At The University of Georgia
One of the best Warren Buffett presentations you’ll ever see is one he gave to the UGA Students At The University of Georgia.
Why Wall Street Has It Wrong on Footwear Giant – Skechers USA Inc (SKX)
One of the best stocks in our Large Cap Screener, which you can register for here, is Skechers USA Inc (NYSE:SKX). Skechers designs and sells lifestyle footwear for men, women and children, and performance footwear for men and women under the Skechers GO brand name. Its brands are sold through department and specialty … Read More
Still The Best Article Ever Written on Stock Picking – Charles Munger
In my view, this is still the best talk ever given on The Art of Stock Picking by Charles Munger. It’s a masterpiece in the world of value investing. The lessons that Munger provides are timeless and while it does take some time to read, it’s an absolute must for … Read More
Outstanding Microcap – CompX International Inc. (CIX)
One of the great little companies in our Small & Micro Cap Screener, which you can register for here, is CompX International Inc. (NYSEMKT:CIX). CompX is a leading manufacturer of engineered components utilized in a variety of applications and industries. Through its Security Products segment the company manufactures mechanical and electronic cabinet locks … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 31st, 2016” on Storify]