Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, Grantham Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Chart showing Median Acquirer’s Multiple (EV / EBIT Operating Income) and Rolling 12-Month Returns in the Large Cap 1000 Universe (1999 to 2018)

Tobias CarlisleStock ScreenerLeave a Comment

The chart above shows the median acquirer’s multiple (LHS) in the largest 1000 US-listed stocks and ADRs each quarter since 1999 versus the subsequent 12-month returns for the universe (RHS, inverted). The relationship isn’t particularly predictive (R-squared is 0.12). The median acquirer’s multiple right now is 20.11. That sits at the 78th percentile of overvaluation since 1999, which has been an … Read More

Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value Investing

Johnny HopkinsStock Screener, Tobias CarlisleLeave a Comment

Here’s a great interview at The Sure Investing Podcast with our Chief here at The Acquirer’s Multiple – Tobias Carlisle. During the interview Tobias discusses his book – The Acquirer’s Multiple and how he developed his deep value investing strategy. To listen to the interview click on the ‘play’ button below: Please take some time to check out some of the other great … Read More

Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Seth Klarman: Successful Value Investing Requires A Multi-Strategy Approach

Johnny HopkinsSeth Klarman, Stock ScreenerLeave a Comment

Back in 2008 Columbia Business School celebrated the 75th anniversary of the publication of Benjamin Graham and David Dodd’s Security Analysis. The anniversary celebration, hosted by the Heilbrunn Center for Graham & Dodd Investing, consisted of a symposium featuring contributors to the sixth edition of Security Analysis, including David Abrams, Bruce Berkowitz, James Grant, Glenn Greenberg, Bruce Greenwald, Roger Lowenstein, Howard  … Read More

Acquirer’s Multiple Stocks Appearing in Marks, Simons, Grantham Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

John Maynard Keynes: Only In The Stockmarket Do We Frequently Attempt To Revalue Businesses Hourly, Daily, And Weekly

Johnny HopkinsStock ScreenerLeave a Comment

One of the best books ever written on investing and investor psychology is – The General Theory of Employment, Interest, and Money, by John Maynard Keynes. One passage in particular illustrates how the stock market is the only medium in which we frequently attempt to revalue businesses hourly, weekly, and monthly. Here is an except from that book: The outstanding fact … Read More

Acquirer’s Multiple Stocks Appearing in Dalio, Simons, Greenblatt Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Interview with Brad Lamensdorf of The ActiveAlts Contrarian ETF (NASDAQ: SQZZ)

Tobias CarlisleStock ScreenerLeave a Comment

Tobias Carlisle (TC): Today I have with me Brad Lamensdorf, who has an interesting background. He started his career in hedge funds working for the Bass family in Texas, ran his own partnership successfully for a number of years and then became a short seller helping to co-manage and launch the first actively managed bear ETF. But, recently you created … Read More

Acquirer’s Multiple Stocks Appearing in Pzena, Simons, Grantham Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Acquirer’s Multiple Stocks Appearing in Greenblatt, Simons, Gabelli, Paulson, Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Acquirer’s Multiple Stocks Appearing in Marks, Dalio, Druckenmiller Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More

Acquirer’s Multiple Stocks Appearing in Soros, Einhorn, Greenblatt Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, and Howard Marks. The top investor data is provided from the latest 13F’s … Read More

Acquirer’s Multiple Stocks Appearing in Klarman, Simons, Griffin Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated … Read More

Acquirer’s Multiple Stocks Appearing In Dalio, Greenblatt, O’Shaughnessy Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated … Read More

Acquirer’s Multiple Stocks Featuring In Dalio, Greenblatt, Miller Portfolios

Johnny HopkinsStock Screener3 Comments

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated … Read More

Acquirer’s Multiple Stocks Featuring In Dalio, Greenblatt, Simons Portfolios

Johnny HopkinsStock Screener2 Comments

One of the new weekly additions 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 Ray Dalio, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s … Read More

Acquirer’s Multiple Stocks Featuring In Dalio, Gabelli, and Simons Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Ray Dalio, and Howard Marks. The top investor data is provided from the latest 13F’s … Read More

Acquirer’s Multiple Stocks Featuring In Buffett, Greenblatt, Simons Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated … Read More

Acquirer’s Multiple Stocks Featuring In Soros, Pabrai, Greenblatt Portfolios

Johnny HopkinsStock Screener2 Comments

One of the new weekly additions 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 Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, and Howard Marks. The top investor data is provided from the latest 13F’s … Read More