Stock Screener | Stock Screener - The Acquirer's Multiple®

TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Cohen Portfolios

Johnny HopkinsMay 17, 2019Stock ScreenerLeave a Comment

Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is … Read More

This Week’s Best Investing Reads 5/17/2019

Johnny HopkinsMay 17, 2019Stock ScreenerLeave a Comment

Here’s a list of this week’s best investing reads: Value Investing: Bruised By 1000 Cuts (GMO) Financial Superpowers (A Wealth of Common Sense) An Ode to the Ten Commandments of Investment Management (Mohnish Pabrai) Degrees of Confidence (Collaborative Fund) This Indicator Suggests It May Pay To Favor Gold Over Equities Going Forward (The Felder Report) Joel Greenblatt Interview – Value Investing Will Never Go … Read More

Introducing Acquirers Funds®

Tobias CarlisleMay 16, 2019Stock Screener1 Comment

We’ve launched a new investment firm called Acquirers Funds® to help you put the acquirer’s multiple into action. Acquirers Funds® Our investment process begins with The Acquirer’s Multiple®, the measure used by activists and buyout firms to identify potential targets. We believe deeply undervalued, and out-of-favor stocks offer asymmetric returns, with the potential for limited downside and a greater upside. The … Read More

TAM Stock Screener – Stocks Appearing in Greenblatt, Burry, Simons Portfolios

Johnny HopkinsMay 10, 2019Stock ScreenerLeave a Comment

TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Cohen Portfolios

Johnny HopkinsMay 3, 2019Stock ScreenerLeave a Comment

Tweedy Browne Co LLC – Top 10 Holdings

Johnny HopkinsMay 2, 2019Stock ScreenerLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents … Read More

TAM Stock Screener – Stocks Appearing in Marks, Griffin, Simons Portfolios

Johnny HopkinsApril 26, 2019Stock ScreenerLeave a Comment

TAM Stock Screener – Stocks Appearing in Greenblatt, Simons, Griffin Portfolios

Johnny HopkinsApril 19, 2019Stock ScreenerLeave a Comment

Value portfolios formed on P/CF are underperforming glamour by the widest margin EVER going back to 1951 — 59%

Tobias CarlisleApril 18, 2019Stock ScreenerLeave a Comment

The chart below shows the relative performance (blue, left-hand side) and underperformance from the nearest peak (orange, right-hand side) of value-weighted decile portfolios formed on price-to-cash flow from 1951 to February 2019. Value is currently enduring its deepest relative underperformance ever. In December last year, the value decile of portfolios formed on P/CF hit its worst performance relative to the … Read More