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]
Great Undervalued Small Cap – Chicago Rivet & Machine Co. (CVR)
One of the great little stocks in our Small & Micro Cap Screener, which you can register for here, is Chicago Rivet & Machine Co. (NYSEMKT:CVR). CVR operates in two segments of the fastener industry: fasteners and assembly equipment. The fastener segment consists of the manufacture and sale of rivets, cold-formed fasteners … Read More
Still A Powerhouse – Cisco Systems, Inc. (CSCO)
With a market cap of $153 Billion, Cisco Systems, Inc. (NASDAQ:CSCO) is the largest company in our Large Cap 1000 Screener, which you can access for free here. Cisco designs, manufactures, and sells Internet Protocol (IP) based networking and other products related to the communications and information technology industry worldwide. While there’s been … Read More
Standout Apparel and Accessories Retailer – Cato Corp (CATO)
One of my favorite stocks in our All Investable Screener is Cato Corp. (NYSE:CATO). The company was founded in 1946 and operates approximately 1,300 apparel and accessories specialty stores in 32 states under the names “Cato”, “Versona”, “It’s Fashion” and “It’s Fashion Metro”. Stores primarily range in size from 3,000 to 8,000 … Read More
Cashflow Beast – Southwest Airlines Co (LUV)
Starting this week I’ll be providing a series of articles on Cashflow Analysis and Capital Allocation on the Top 30 companies in our Large Cap 1000 Screener, which incidentally you can access for free here. Today, I’m going to take a look at Southwest Airlines Co (NYSE:LUV). One of the things I like most … Read More
Beware The Profit Makers – Cash is King!
If there’s one thing I’ve learnt about analyzing financial statements over the years, it’s that you must analyse all three financial statements, Balance Sheet, Income Statement and Statement of Cashflows before you consider making an investment. Here’s a real-life example to show you what I mean. In 2015 AT&T Inc. (NYSE:T) reported a … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 24th, 2016” on Storify]