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
Ken Shubin Stein – Follow Munger’s 3 Ways To Find Good Opportunities
One of our favorite investors at The Acquirer’s Multiple is Ken Shubin Stein. Ken Shubin Stein is the Founder and Portfolio Manager of Spencer Capital Management and the Chairman of Spencer Capital Holdings. Spencer Capital is a value-oriented investment management firm with a successful long-term track record investing in undervalued … Read More
Free Cashflow Machine Argan Well Placed For Continued Growth
One of the cheapest stocks in our All Investable – Deep Value Stock Screener is Argan, Inc. (NYSE:AGX). Argan provides a full range of engineering, procurement, construction, commissioning, operations management, maintenance, development, technical and consulting services to the power generation and renewable energy markets for a wide range of customers including … Read More
Julian Robertson – Start With Management & Avoid REIT’s
(Image courtesy, moneyweek.com) One of our favorite investors here at The Acquirer’s Multiple is Julian Robertson. Robertson founded the legendary investment firm Tiger Management, one of the first hedge funds. He has trained and supported some of the best hedge fund managers in the world, collectively known as the “Tiger Cubs”. According to ValueWalk, the Tiger Cubs manage … Read More
WellCare Health Plans Set For Further Growth
One of the cheapest stocks in our Large Cap 1000 – Deep Value Stock Screener is, WellCare Health Plans, Inc. (NYSE:WCG). WellCare Health Plans, Inc. (WellCare) focuses exclusively on government-sponsored managed care services, primarily through Medicaid, Medicare Advantage and Medicare Prescription Drug Plans to families, children, seniors and individuals with complex medical needs. … Read More
Allan Mecham – Look for Cockroachlike Businesses
One of my favorite investors is Allan Mecham. Mecham is a value investing legend that flies under the radar. You’re probably asking, Who is Allan Mecham? Forbes wrote an article about him called, Is This The Next Warren Buffett? Marketwatch wrote an article about him titled, The 400% Man, but most investors have never heard of him. … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning January 9th, 2017” on Storify]
Aswath Damodaran – The Secret To Investment Success: Self Awareness?
One thing we love here at The Acquirers Multiple are great teachers in the world of investing. None is better than one of my favorites, Aswath Damodaran. Damodaran holds the Kerschner Family Chair in Finance Education and is Professor of Finance at New York University Stern School of Business. Before … Read More
Undiscovered Nano-Cap Jewett Cameron – Stock Analysis
One of the cheapest stocks in our Small & Micro-Cap – Deep Value Stock Screener is, Jewett-Cameron Trading Company Ltd (NASDAQ:JCTCF). With a market cap of just $28 million most investors will never have heard of this small company based in North Plains, Oregon. Jewett-Cameron operates through four segments, which include Industrial wood … Read More
Month 3 – TAM Deep Value Stock Portfolio – Live
As mentioned last week. The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio is now live on the site, including December’s picks. If you’re on a desktop, look in the right side-bar on the Blog page and you’ll see the image below, under the heading TAM Live Portfolio. Click on that image. If you’re … Read More
Lots of Upside For Undervalued Michael Kors
One of the cheapest stocks in our Large Cap 1000 – Deep Value Stock Screener is, Michael Kors Holdings Ltd (NYSE:KORS). Michael Kors (Kors) designs, markets, and distributes retail branded men’s and women’s apparel and accessories. The company operates in segments including retail, wholesale and licensing segments. The retail operations segment consists of … Read More