One of the cheapest stocks in our Large Cap 1000 Stock Screener is Foot Locker Inc (NYSE: FL). Foot Locker operates thousands of retail stores throughout the United States, Canada, Europe, Australia, and New Zealand. It also has one franchisee in the Middle East and one in South Korea, each of which … Read More
AM Stock Screener – Undervalued Peabody Energy Corporation (NYSE: BTU)
One of the cheapest stocks in our Large Cap 1000 Stock Screener is Peabody Energy Corporation (NYSE: BTU). Peabody Energy Corporation (Peabody) mines and sells coal though 26 coal mines in the United States and Australia. Peabody also markets and brokers coal, both as principal and agent, and trades coal and freight-related … Read More
AM Stock Screener – Stocks Appearing in Buffett, Miller, Tepper Portfolios
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 Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray … Read More
AM Stock Screener – Undervalued Fortuna Silver Mines Inc (NYSE: FSM)
One of the cheapest stocks in our All Investable Stock Screener is Fortuna Silver Mines Inc (NYSE: FSM). Fortuna Silver Mines Inc (Fortuna) is a Canadian-based precious metals producer. Its business operations are comprised of mining and related activities in Latin America, including exploration, extraction, and processing of silver-lead, zinc, and silver-gold, … Read More
AM Stock Screener – Stocks Appearing in Abrams, Greenblatt, Price Portfolios
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 … Read More
AM Stock Screener – Undervalued Image Sensing Systems, Inc. (NASDAQ: ISNS)
One of the cheapest stocks in our Small & Micro-Cap Stock Screener is Image Sensing Systems, Inc. (NASDAQ: ISNS). Image Sensing Systems Inc develops and markets software-based computer enabled detection products for use in traffic, safety, security, police and parking applications. The company operates through two segments namely Intersection and Highway. Its … Read More
Acquirer’s Multiple Stocks Appearing in Marks, Grantham, Gabelli Portfolios
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 … Read More
Acquirer’s Multiple Stocks Appearing in Dalio, Greenblatt, Simons Portfolios
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 … Read More
AM Stock Screener – Undervalued United Therapeutics Corporation (NASDAQ: UTHR)
One of the cheapest stocks in our All Investable Stock Screener is United Therapeutics Corporation (NASDAQ: UTHR). United Therapeutics specializes in drug development for pulmonary arterial hypertension, a rare and progressive disease marked by abnormally high blood pressure in the arteries of the lungs. The firm is a market leader in two … Read More
Acquirer’s Multiple Stocks Appearing in Superinvestor Portfolios
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 … Read More
Acquirer’s Multiple Stocks Appearing in Icahn, Dalio, Greenblatt Portfolios
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 … Read More
Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, Grantham Portfolios
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 … 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)
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 … Read More
Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value Investing
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 … Read More
Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt Portfolios
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 … Read More
Seth Klarman: Successful Value Investing Requires A Multi-Strategy Approach
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 … Read More
Acquirer’s Multiple Stocks Appearing in Marks, Simons, Grantham Portfolios
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 … Read More
John Maynard Keynes: Only In The Stockmarket Do We Frequently Attempt To Revalue Businesses Hourly, Daily, And Weekly
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. … Read More
Acquirer’s Multiple Stocks Appearing in Dalio, Simons, Greenblatt Portfolios
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 … Read More
Interview with Brad Lamensdorf of The ActiveAlts Contrarian ETF (NASDAQ: SQZZ)
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 … Read More