The Lehman Brothers $1.1 Billion Discrepancy, “Accounting Ingenuity” – David Einhorn

Johnny HopkinsDavid Einhorn, Research, ResourcesLeave a Comment

(Image Credit, forbes.com) David Einhorn is one of most famous hedge fund managers on the planet and a master of company analysis. He’s the founder and president of Greenlight Capital, a “long-short value-oriented hedge fund”, which he started in 1996 with $900,000. The fund now has $9.27 Billion in assets under … Read More

How Do You Know When a Company is in “The Value Zone” – Arnold Van Den Berg

Johnny HopkinsArnold Van Den Berg, Research, Resources1 Comment

(Image Credit, gurufocus.com) Value investor, Arnold Van Den Berg founded Century Management in 1974. He is a principal of the firm, the Chief Executive Officer, and co-Chief Investment Officer. According to investment-advisors.credio.com, Century Management has $1.03 Billion in Assets Under Management. Van Den Berg has no formal college education but gained his market … Read More

How to Develop a Simple Investing Strategy, and Don’t Try to Calculate Intrinsic Value – Charles Mizrahi

Johnny HopkinsCharles Mizrahi, Research, ResourcesLeave a Comment

(Image Credit, twitter.com) A lot of investors have never heard of Charles Mizrahi. Mizrahi is editor of the Hidden Values Alert and the Inevitable Wealth Portfolio newsletters. Hidden Values Alert has been named one of Marketwatch.com’s 10 Best Advisors from October 2007 to January 2015…a period that included the Financial Crisis of 2008 and … Read More

How to Find Great Investments, and Why You Should Ignore DCFs – David Winters

Johnny HopkinsDavid Winters, Research, ResourcesLeave a Comment

(Image Credit, www.reuters.com) David Winters is an awesome value investor and Founder and Chief Investment Officer of The Wintergreen Fund. Prior to founding Wintergreen Advisors in 2005, Winters was Chief Investment Officer of Franklin Mutual Advisors and Portfolio manager of the Franklin Mutual Discovery Fund. Winters joined Mutual Series in … Read More

Why Models Beat Humans – What Works on Wall Street – James O’Shaughnessy

Johnny HopkinsJames O’Shaughnessy, Research, Resources2 Comments

(Image Credit, business.financialpost.com), One of the best value investors on the planet is of course, James O’Shaughnessy. James O’Shaughnessy, also known as Jim, is a Principal, and Chief Executive Officer at O’Shaughnessy Asset Management, LLC. He’s widely regarded as a pioneer in quantitative equity analysis. Jim and his team have identified … Read More

What types of stocks should you own, and when is the best time to sell – Leon Cooperman

Johnny HopkinsLeon Cooperman, Research, ResourcesLeave a Comment

(Image Credit, wsj.com) Leon Cooperman CFA, is another one of my favorite value investors. In 1967 he started with Goldman Sachs. He held a number of key positions in the firm, he was founder, Chairman and Chief Executive Officer of Goldman’s Asset Management division. For nine consecutive years while at Goldman Sachs, Cooperman was voted … Read More

Unloved micro-cap Wayside Technology Group Inc, strong balance sheet, solid free cash flow $WSTG

Johnny HopkinsStocksLeave a Comment

One of the stocks  currently listed in out Deep Value Small & Micro-Cap Screen is Wayside Technology Group, Inc. (NASDAQ:WSTG). Wayside offers an extensive line of products from leading publishers of software and tools for virtualization/cloud computing, security, networking, storage and infrastructure management, application life-cycle management and other technically sophisticated … Read More

What’s most often forgotten about one of the greatest Superinvestors – Charles Munger

Johnny HopkinsCharles Munger, Research, Resources2 Comments

(Image Credit, dealbook.nytimes.com) If you’re a value investing nut like me you’ll have read everything you can on Charles Munger, Warren Buffett, Rick Guerin, Tom Knapp, Ed Anderson, Stan Perlmeter, Bill Ruane and Walter Schloss. The so called “Superinvestors of Graham & Doddsville”. But, we often forget that these investing megastars had ordinary … Read More

How to Value a Company and, Everyone Should go Shark Fishing [metaphor] – Mario Gabelli

Johnny HopkinsMario Gabelli, Research, ResourcesLeave a Comment

(Image Credit, wsj.com) If you follow this blog regularly, you’ll know that I’m a big fan of The Columbia Business School and their student newsletters. These newsletters are an awesome resource for value investors. Every newsletter contains a number of interviews with some of the smartest value investors on the planet. … Read More