Undervalued Micro-Cap CSPi

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One of the cheapest stocks in our Small and Micro-Cap Deep Value Stock Screener is CSP Inc. (NASDAQ:CSPI). CSPi Technology Solutions provides consulting, managed services and technology integration solutions across a range of information technology specialties including network solutions, wireless and mobility, unified communications, data center and advanced security. You can read our full analysis on this great little micro-cap at ValueWalk here, Micro-Cap … Read More

Unlimited Free Access to Our Large Cap 1000 – Deep Value Stock Screener

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Here at The Acquirer’s Multiple we provide three deep value stock screens, The Large Cap 1000, The All Investable, and The Small and Micro Cap. From today, we’re offering free access to our Large Cap 1000 Screener on an unlimited basis. If you were an existing subscriber to The Large Cap 1000 Screener and your subscription expired, your subscription has now been re-instated … Read More

The Reason We Underperform – Markets Have Evolved Faster Than Humans

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One of my favorite studies on investor behavior was conducted about ten years ago in the journal Psychological Science, conducted by a team of researchers from Carnegie Mellon University. The study highlights, what kept humans safe from Tyrannosaurus Rex is what drives us to under-performance in the stock market today. Here’s an article at the Wall Street Journal about the study in 2005 titled, Lessons … Read More

Value Investing Is Like Managing A Wine Cellar – Kim Shannon (Ben Graham Newsletter)

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Kim Shannon is a contrarian in more ways than one. She switched from being an anthropology/biology student to the finance field and started working in the investment industry at a time when women were in the minority. She also takes a contrarian approach to investing at her firm, Sionna Investment Managers in Toronto, which she founded in 2002. Shannon did … Read More

Living Legends Bernstein, Bogle, Brinson, Buffett, LeBaron, Neff, and Templeton

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It’s not often that you’ll get a number of the greatest investors on the planet in the same place at the same time. One of the best investing transcripts you will ever read came from a November 2002 conference call, moderated by former AIMR (Association for Investment Management and Research) Chair Charley Ellis, CFA, with investing legends Bernstein, Bogle, Brinson, Buffett, LeBaron, … Read More

How to Find Out of Favor Stocks and Avoid Value Traps – William Martin (Graham & Doddsville)

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William Martin is the Chairman and Chief Investment Officer of Raging Capital Management, an investment firm he founded in 2006. Prior to Raging Capital, he co-founded a number of financial information and media companies, including Raging Bull in 1997, Indie Research in 2002, and InsiderScore in 2004. Martin seeks out companies with either uncovered emerging growth potential or deeply out of favor … Read More

Value Investing; Fish in Markets That Can Make You Look Immensely Stupid! Nick Kirrage (Video)

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One of my favorite value investors is Nick Kirrage. Kirrage joined Schroders in 2001, initially working as part of the Pan European research team providing insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. In 2006, he and Kevin Murphy took over management of the Schroder Recovery Fund, a UK product identifying … Read More

How To Invest Like Seth Klarman – Mark Yusko

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Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Morgan Creek has over $3 Billion in Assets Under Management. Prior to forming Morgan Creek, Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Yusko recently … Read More

How Did The Top 30 Deep Value Large Cap US Stocks Perform This Week?

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We run three screens here at The Acquirer’s Multiple. The All Investable Screener This screen shows the top 30 companies in The Acquirer’s Multiple® All Investable Stocks universe, which includes the largest half of U.S. exchange-traded stocks and ADRs. The screen excludes financials and utilities. The Small & Micro Cap Screener This screen shows the top 30 companies in The Acquirer’s Multiple® Small and … Read More

Warren Buffett’s Ground Rules – Talks @ Google – Jeremy Miller (Video)

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Jeremy Miller is an investment analyst for a leading New York based Mutual Fund Company. He has over 15 years of financial industry experience, having served in various capacities across Equity Sales and Research at several of the world’s largest investment banks. Miller recently wrote a book called, Warren Buffett’s Ground Rules: Words of Wisdom from the Partnership Letters of the World’s … Read More