Energy and Financials once again dominate the deep-value landscape in this week’s screen. On the Financials side, Synchrony Financial (SYF) leads with a razor-thin Acquirer’s Multiple (AM) of 2.4 and a ~36.1% FCF yield, while Bank of New York Mellon (BK) even appears at an extraordinary 0.5 AM, reminding investors … Read More
World Acceptance Corp (WRLD): A Deep Value Consumer Finance Play?
As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight. This week’s spotlight is: World Acceptance Corp (WRLD) World Acceptance Corp is a consumer finance company providing small installment … Read More
VALUE: After Hours (S07 E16): Owner/Operators and Constructivist Activism at CTT, Leonardo and Swatch with Steven Wood
In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Steven Wood discuss: GreenWood’s Investment Philosophy Constructivist Investing and Board-Level Activism Jake’s Veggies: Venom, Ecology, and the Power of Focus Case Study: Turning Around CTT, the Portuguese Postal Operator How Value Creation Comes from Balanced … Read More
Deep Value Investing with a Quality Growth Edge
During their recent episode, Carlisle, Taylor, and Andrew Wellington discussed Deep Value Investing with a Quality Growth Edge. Here’s an excerpt from the episode: Tobias: I like to hear that. Let’s discuss very quickly. Can you talk a little bit about Lyrical, and perhaps, your focus and how you may … Read More
Why China is the Deepest Value Market in Emerging Markets Today
During their recent episode, Taylor, Carlisle, and Juan Torres Rodriguez discussed Why China is the Deepest Value Market in Emerging Markets Today. Here’s an excerpt from the episode: Jake: What are your thoughts on China these days? Juan: It’s the deepest value market in EM, and potentially, one of the … Read More
Tobias Carlisle – There Are Two Ways To Win As A Deep Value Investor
Here’s a great interview with Tobias Carlisle on Goldstein on Gelt where he speaks about all things deep value investing. On the question of why some value investing firms underperform and why he prefers his deep value investing strategy, Tobias says: I’m always very careful criticizing other value investors, because it … Read More