(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
Guy Spier on Mohnish Pabrai and ‘That’ Meeting With Warren Buffett
One of our favorite investors here at The Acquirer’s Multiple is Guy Spier. Spier is the founder and managing partner of Aquamarine Capital, an investment partnership styled after the original 1950’s Buffett partnerships. In 2008 he, along with Mohnish Pabrai, had lunch with Warren Buffett after submitting the winning bid … Read More
Undervalued Target Corp – 16% Shareholder Yield
One of the cheapest stocks in our Large Cap 1000 – Stock Screener is Target Corporation (NYSE:TGT). Target Corporation (Target) is a discount retailer that offers everyday essentials and merchandise to its customers. The company sells a range of general merchandise and food through its stores and digital channels. General merchandise stores offer … Read More
Michael Mauboussin – What Did Abe Lincoln & Baboons Teach Us About Investing?
One of our favorite investors here at The Acquirer’s Multiple 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 1993, and received the Dean’s Award for Teaching Excellence … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning January 30th, 2017” on Storify]
Howard Marks – The Most Important Thing In Investing Is…
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
Value Investing Hits Back – Bloomberg
Just read a great article by Nir Kaissar over at Bloomberg about the dominance of value stocks over growth stocks in 2016. Here’s an excerpt from that article: Value investing was supposed to be on the mat, waiting out its last few moments before it surrendered for good to growth stocks. But … Read More
Undervalued RMR – Strong Competitive Moat
One of the cheapest stocks in our All Investable – Deep Value Stock Screen is RMR Group Inc (NASDAQ:RMR). RMR Group Inc (RMR) provides management services to four publicly traded real estate investment trusts, or REITs, and three real estate operating companies. As of September 30, 2016, RMR had $26.9 billion of assets under … Read More
(Month 4) – Up 19.63% – Deep Value Stock Portfolio
Today is the end of month four of The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game, and the portfolio is up 19.63% since inception. The Deep Value Stock Portfolio – Real Money Game means I’m investing my entire superannuation valued at $45,000 into a real life … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning January 23rd, 2017” on Storify]
Howard Marks – Psychology Is The Most Important Discipline In Investing
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
Pendrell Corp – Negative Enterprise Value
The cheapest stock in our All Investable – Deep Value Stock Screen is Pendrell Corp (NASDAQ:PCO). Pendrell Corp (Pendrell) invests in, acquires, and develops businesses with unique technologies that are protected by intellectual property (IP) rights in the United States. It manages four IP licensing programs comprising digital media, digital cinema, wireless … Read More
Mohnish Pabrai – Value Is Its Own Catalyst – The Market Is a Weighing Machine
One of our favorite investors at The Acquirer’s Multiple 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. He’s one of the smartest guys on the … Read More
FutureFuel Would Make A Great Acquisition
One of the cheapest stocks in our All Investable – Deep Value Stock Screener is FutureFuel Corp. (NYSE:FF). FutureFuel is a leading manufacturer of diversified chemical products and biofuels. FutureFuel’s chemicals segment manufactures specialty chemicals for specific customers (“custom manufacturing”) as well as multi-customer specialty chemicals (“performance chemicals”). FutureFuel’s custom manufacturing product … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning January 16th, 2017” on Storify]
How To Set Up and Manage a Deep Value Stock Portfolio (Simplified)
We get lots of emails asking about the simplest way to set up and manage a deep value stock portfolio like mine, which I’m currently building (see below). To tell you the truth it’s really easy! Here at The Acquirer’s Multiple we provide three deep value stock screens. We use The Acquirer’s … Read More