Warren Buffett – An Owner’s Manual

Johnny HopkinsWarren Buffett1 Comment

(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

Warren Buffett – How Charlie Convinced Me To Break My Cigar-Butt Investing Habit

Johnny HopkinsCharles Munger, Warren BuffettLeave a Comment

(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

United Continental Still Undervalued – 10% Cashflow Yield + 11% Shareholder Yield

Johnny HopkinsStocksLeave a Comment

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

Undervalued Target Corp – 16% Shareholder Yield

Johnny HopkinsStocksLeave a Comment

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?

Johnny HopkinsMichael MauboussinLeave a Comment

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

Howard Marks – The Most Important Thing In Investing Is…

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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

Johnny HopkinsValue Investing NewsLeave a Comment

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

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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

Pendrell Corp – Negative Enterprise Value

Johnny HopkinsStocksLeave a Comment

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