[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
Warren Buffett – Derivatives Are Financial Weapons Of Mass Destruction
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 19 Feb, 2017]) One of our favorite investors at The Acquirer’s Multiple is Warren Buffett. As a value investor, one of the most important free investing resources is Buffett’s Berkshire Hathaway shareholder letters. Each contains hidden gems of value investing wisdom. One of my favorite gems … Read More
Walter Schloss – The Hippocratic Method In Security Analysis
One of our favorite investors here at The Acquirer’s Multiple is Walter Schloss. Schloss was one of the most respected value investors ever to have lived, and is included in Buffett’s list of Superinvestors. He was a disciple of the Benjamin Graham school of investing. He didn’t attend college but took investment courses … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning February 20th, 2017” on Storify]
Warren Buffett – How to Calculate Intrinsic Value
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 16 Feb, 2017]) One of our favorite investors here at The Acquirer’s Multiple is Warren Buffett. Yesterday I provided and excerpt from Buffett’s ‘Owner’s Manual’ – In June 1996, Berkshire’s Chairman, Warren E. Buffett, issued a booklet entitled “An Owner’s Manual” to Berkshire’s Class A … Read More
Warren Buffett – An Owner’s Manual
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 15 Feb, 2017]) One of our favorite investors here at The Acquirer’s Multiple is Warren Buffett. In June 1996, Berkshire’s Chairman, Warren E. Buffett, issued a booklet entitled “An Owner’s Manual*” to Berkshire’s Class A and Class B shareholders. The purpose of the manual was … Read More
Undervalued Alliance Resource Partners – Remains A Gem In The Mining Sector
One of the cheapest stocks in our all All Investable – Stock Screener is Alliance Resource Partners, L.P. (NASDAQ:ARLP). ARLP is a diversified producer and marketer of coal to major United States utilities and industrial users. The company is the nation’s first publicly traded master limited partnership involved in the production and marketing … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning February 13th, 2017” on Storify]
Warren Buffett – How Charlie Convinced Me To Break My Cigar-Butt Investing Habit
(Image Source, Huffington Post, http://www.huffingtonpost.com/john-g-taft/the-warren-buffett-effect_b_5577685.html, [Accessed 9 Feb, 2017]) One of our favorite investors at The Acquirer’s Multiple is of course Warren Buffett. As a value investor, one of the most important free investing resources is Buffett’s Berkshire Hathaway shareholder letters. Each contains hidden gems of value investing wisdom. One of my favorite … Read More
Howard Marks – The One Thing You Need To Be A Superior Investor
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 strategies and insight into the economy, and in 2011 … Read More
United Continental Still Undervalued – 10% Cashflow Yield + 11% Shareholder Yield
One of the cheapest stocks in our Large Cap 1000 – Stock Screener is United Continental Holdings Inc (NYSE:UAL). United Continental Holdings, Inc., (United) together with its subsidiaries, provides air transportation services in North America, the Asia-Pacific, Europe, the Middle East, Africa, and Latin America. The company transports people and cargo through … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning February 6th, 2017” on Storify]
Warren Buffett – Thoughts On Market Forecasting – 1966 Partnership Letter
One of our favorite investors at The Acquirer’s Multiple is of course Warren Buffett. As a value investor, one of the most important free investing resources is Buffett’s earliest partnership letters. Each contains hidden gems of value investing wisdom. One of my favorite gems is in his 1966 partnership letter which … Read More