One of the value investing firms we follow closely at The Acquirer’s Multiple – Stock Screener is Tweedy, Browne Company LLC (Tweedy Browne). Tweedy Browne, a successor to Tweedy & Co., was first established by Forrest Birchard Tweedy in 1920 as a dealer in closely held and inactively traded securities. … Read More
Undervalued InterDigital, Inc, Well Positioned For Growth In 5G And The IoT
One of the cheapest stocks in our All Investable – Stock Screener is InterDigital, Inc. (NASDAQ:IDCC). InterDigital Inc (InterDigital) designs and develops advanced technologies that enable and enhance wireless communications and capabilities. Since 1972, InterDigital engineers have designed and developed a wide range of innovations that are used in digital cellular and wireless … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning March 20th, 2017” on Storify]
Seth Klarman – Value Investing Doesn’t Apply Only To U.S. Companies
(Image Source, Investopedia, investopedia.com/news/who-seth-klarman, [Accessed 12 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Seth Klarman. Klarman is a value investing legend who runs The Baupost Group, one of the largest hedge funds in the U.S. He also wrote one of the best books … Read More
Warren Buffett – Wall Street Makes Billions From Wealthy Investors With A ‘Superiority Complex’
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 8 Mar, 2017]) One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Warren Buffett, and one of the best resources for any investor are the Berkshire Hathaway Inc. Shareholder Letters. In his 2016 letter Buffett explains how Wall Street firms generate … Read More
Undervalued Vectrus Inc, FCF/Price Yield 15%, Solid Prospective Pipeline and Backlog
One of the cheapest stocks in our All Investable – Stock Screener is Vectrus Inc (NYSE:VEC). With a market cap of $240 million, this micro-cap remains undiscovered by a lot of investors and too small for investment by large institutions. Vectrus provides infrastructure asset management, information technology and network communication services, and logistics … Read More
(Month 5) – Up 12% – TAM Deep Value Stock Portfolio
Firstly, sorry about the delay in getting this month’s update to you. Today is the end of month five of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 12% since inception. The Deep Value Stock Portfolio – Real Money Game means … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning March 13th, 2017” on Storify]
Warren Buffett – Bubbles Happen When Price Action Overtakes Common Sense
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 7 Mar, 2017]) One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Warren Buffett. I recently re-read an awesome interview that Buffett did with the Financial Crisis Inquiry Commission back in 2010, where the commission was charged with the task of understanding … Read More
Michael Mauboussin – Common Mistakes Even Smart Investors Make
(Image Source, YouTube.com, [Accessed 5 Mar, 2017]) One of our favorite investors here at The Acquirer’s Multiple – Stock Screener is Michael Mauboussin. Mauboussin is the Managing Director and Head of Global Financial Strategies at Credit Suisse. He’s also written three books, he’s been an adjunct professor of finance at Columbia Business School since … Read More
Robert Robotti – DCF Should Be Renamed The “Deliberate Certainty Fabricating” Model
(Image Source, YouTube.com, [Accessed 5 Mar, 2017]) One of our favorite investors at The Acquirers Multiple – Stock Screener is Robert Robotti. Robotti is the President and Chief Investment Officer of Robotti & Company. Robotti & Company has been in the securities business since 1983. Robotti specializes in identifying undervalued securities … Read More
Undervalued Micro-Cap Network-1 Technologies Inc, FCF/EV Yield 134%
One of the cheapest stocks in our Small & Micro Cap – Stock Screener is Network-1 Technologies Inc (NYSEMKT:NTIP). With a market cap around $89 million, very few investors have ever heard of this great little company. Network-1 Technologies Inc (Network-1) has a remarkable record of taking on and beating technology behemoths like … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning March 6th, 2017” on Storify]
Buffett scorns tricky Wall Street accounting, but defends buybacks
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 1 Mar, 2017]) One of our favorite investors at The Acquirer’s Multiple is Warren Buffett. I just read a great article on Reuters where Buffett shares his thoughts on two things; corporate America’s misuse of GAAP accounting principles, and share re-purchases. Here’s an excerpt from … Read More
Seth Klarman – Margin of Safety – Trading Sardines and Eating Sardines
(Image Source, Investopedia, http://www.investopedia.com/news/who-seth-klarman, [Accessed 28 Feb, 2017]) One of our favorite investors here at The Acquirer’s Multiple is Seth Klarman. Klarman wrote one of the best books ever written on investing called Margin of Safety. Such is the popularity of Margin of Safety that at the time of writing there are 12 … Read More
Howard Marks – Random Thoughts on the Identification of Investment Opportunities
(Image Source, CNBC, http://www.cnbc.com/2014/12/19/howard-marks-oil-prices-expose-debts-weaknesses.html. [Accessed 27 Feb. 2017]) One of our favorite investors at The Acquirer’s Multiple 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 … Read More
Undervalued Ternium SA (ADR) Well Positioned For Growth With Its CSA Acquisition
One of the cheapest stocks in our all All Investable – Stock Screener is Ternium SA (ADR) (NYSE:TX). Ternium is a leading steel producer in Latin America, with an annual production capacity of approximately 11.0 million tons of finished steel products. The company manufactures and processes a broad range of value-added steel … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning February 27th, 2017” on Storify]
Undervalued Gilead Sciences – FCF/EV Yield 30%, Shareholder Yield 17%
One of the cheapest stocks in our all All Investable – Stock Screener is Gilead Sciences, Inc. (NASDAQ:GILD). Gilead Sciences, Inc. (Gilead) is a research-based biopharmaceutical company. The company focuses on the discovery, development and commercialization of medicines in areas of unmet medical need. Gilead’s principal areas of focus include human immunodeficiency virus … Read More
Undervalued Hawaiian Holdings Well Positioned For Further Growth
One of the cheapest stocks in our all All Investable – Stock Screener and the cheapest airline stock is Hawaiian Holdings, Inc. (NASDAQ:HA). Hawaiian Holdings, Inc. (Hawaiian) is the parent company for its subsidiary, Hawaiian Airlines, Inc. Hawaiian Airlines is now in its 88th year of continuous service, Hawaiian is Hawaii’s biggest … Read More