There are a number of metrics that we use here at The Acquirer’s Multiple to establish a company’s valuation, quality and shareholder returns. One of my favorites, provided by our Deep Value Stock Screener, is Shareholder Yield. Shareholder Yield tells us what’s being returned to shareholders through a combination of dividends and … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning September 26th, 2016” on Storify]
The Ten Attributes of Great Fundamental Investors – Michael J. Mauboussin
One of my favorite resources for sage advise on investing strategy is Michael J. Mauboussin. Mauboussin is the Head of Global Financial Strategies at Credit Suisse. Prior to rejoining CS in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Mauboussin is also the author of The Success Equation: Untangling … Read More
The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game
What is “The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game”? The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game is a Deep Value Stock Portfolio Game using Real Money! Huh! Well, I’ve just discovered someone that’s prepared to put their entire superannuation … Read More
There are three central elements to a value-investment philosophy (Part 2) – Seth Klarman
Seth Klarman is a value investor and Portfolio Manager of the investment partnership, The Baupost Group. Founded in 1983, The Baupost Group now has $27 billion in Assets Under Management. Klarman is also the author of the best selling book “Margin of Safety” which sells for around $1000 on Amazon. One … Read More
The Opportunity For Value Investing Right Now Is One of The Best I’ve Ever Seen – Charles Brandes
(Image Courtesy, institutionalinvestor.com) Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974, and manages multiple portfolios including US equity and Global Equity. Brandes Investment Partners has $26.6 Billion in Assets Under Management, as of June 2016. He has described his value investing strategy as: “Guided by … Read More
Which Investing Style Is Better, Eddie Lampert or Seth Klarman? – Zeke Ashton
Zeke Ashton is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur Capital Partners specializes in value-oriented investment strategies. Prior to launching Centaur Capital, Ashton served as an investment analyst and featured writer for The Motley Fool, an investment media company. From 1995 – 2000, Ashton … Read More
How To Think About The Impact of Technlogy In Investing – Tom Gayner (Markel Corporation)
Tom Gayner is the Co-Chief Executive Officer at Markel Corporation, a holding company for insurance, reinsurance, and investment operations around the world. Markel has often been compared to Berkshire Hathaway in the way that it invests its insurance float in other businesses. Gayner has been a very successful value investor over the years. His equity portfolio … Read More
Undervalued Stocks | Argan, Inc. (NYSE:AGX)
Argan, Inc. is a holding company that conducts operations through its wholly-owned subsidiaries, GPS, APC, SMC and TRC. Through GPS and APC, 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 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning September 19th, 2016” on Storify]
What Are The Three Components Of An Equity Investment’s Return – Mason Hawkins
(Image Credit, marcellusdrilling.com) Mason Hawkins has been Chairman and Chief Executive Officer of Southeastern Asset Management since 1975. Southeastern Asset Management is a privately owned, global investment management firm and the investment advisor to the Longleaf Partners Funds with over $20 Billion in Assets Under Management. Southeastern Asset Management have consistently … Read More
Deep Value Investing – Amit Wadhwaney
(Image Credit, youtube.com) Amit Wadhwaney is a Portfolio Manager and Co-Founding Partner at Moerus Capital Management LLC, and the founding manager of the Moerus Worldwide Value Fund. Wadhwaney has over 25 years of experience researching and analyzing investment opportunities in developed, emerging, and frontier markets worldwide, and has managed global … Read More
Value Investing Is Key Because We Can’t Predict The Market’s Booms And Busts – Forbes
We’re always on the look out for the latest in value investing news. Just found a recent article on Forbes titled, Value Investing Is Key Because We Can’t Predict The Market’s Booms And Busts. Let’s take a look…
GuruFocus Book Review – Deep Value – Tobias Carlisle
(Image Credit, returntome.info) Here at The Acquirer’s Multiple, we don’t like to ‘blow our own trumpets”. We like to let others do it for us! Our Founder, Tobias Carlisle, wrote an Amazon best-seller called Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations which describes the process of finding … Read More
What Does It Take To Be A Successful Contrarian Value Investor – John Rogers
(Image Credit, cnbc.com) John Rogers is a true contrarian value investor. In 1983, Rogers founded Ariel Investments headquartered in Chicago. Since its inception, Ariel Investments has grown from 2 to 88 employees with $10.7 billion in Assets Under Management (2015). In 2008, he was awarded Princeton University’s highest honor, the Woodrow … Read More
Going For Too Much Certainty Can Hold You Back – There Is No Certainty – Glenn Greenberg
Glenn Greenberg is the founder and portfolio manager of Brave Warrior Capital. Previously, Greenberg ran Chieftain Capital Management, which he founded in 1984. Brave Warrior Capital has $3.2 Billion in Assets Under Management. Mr. Greenberg holds an English degree from Yale and is a graduate of Columbia Business School. When he … Read More
Advisors And Fund Managers Ignore Value Because It Carries Higher Career Risk
Value investing requires a long term time horizon involving patience and discipline. Unfortunately for advisors and fund managers, their own performance is judged on much shorter time periods. As such, these ‘agents’ face a powerful incentive to minimize short-term drawdowns relative to peers and benchmarks. Here’s a great article that … Read More
Look At Equities Like A Bond Buyer Would Look At Bonds – Donald Yacktman
(Image Credit, youtube.com) Donald Yacktman is the President and Co-Chief Investment Officer of Yacktman Asset Management Co. He’s also a Co-Manager for the Yacktman Funds. Yacktman Asset Management provides two no load funds, one diversified and one focused, aimed at providing a blend of growth and value investing. As of June … Read More
Human Nature Makes It Hard For Markets To Be Efficient – Seth Klarman
Seth Klarman is a value investor and Portfolio Manager of the investment partnership The Baupost Group. Founded in 1983, The Baupost Group now manages $27 billion in Assets Under Management, and has averaged returns of nearly 20% annually since their inception. Klarman is also author of the book “Margin of … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning September 12th, 2016” on Storify]