We run three screens here at The Acquirer’s Multiple. The All Investable Screener This screen shows the top 30 companies in The Acquirer’s Multiple® All Investable Stocks universe, which includes the largest half of U.S. exchange-traded stocks and ADRs. The screen excludes financials and utilities. The Small & Micro Cap Screener This screen … Read More
4 Ways To Make Money Now From Value Investing – Charles Brandes (CNBC)
According to CNBC, if anyone knows how to make money finding value stocks, it’s Charles Brandes, a legendary investor who studied directly with Benjamin Graham, the father of value investing. According to Forbes, the founder and chairman of Brandes Investment Partners has a net worth of $1.18 billion, and he … Read More
Here’s Why Value Investors Need to Ignore Fairytales and Focus on Fundamentals
(Image Courtesy, kurld.com) Here’s a great article by Dave Gilreath on the ABC News website regarding the problems with chasing ‘story stocks’. It’s a great reminder that if you’re a true value investor like myself, you need to learn to ignore the stock’s story and focus on its fundamentals. Dave highlights … Read More
Warren Buffett’s Ground Rules – Talks @ Google – Jeremy Miller (Video)
Jeremy Miller is an investment analyst for a leading New York based Mutual Fund Company. He has over 15 years of financial industry experience, having served in various capacities across Equity Sales and Research at several of the world’s largest investment banks. Miller recently wrote a book called, Warren Buffett’s Ground … Read More
The 3 Things You Need On Your Value Investing Checklist – Bill Nygren
(Image Courtesy, fortune.com) Bill Nygren has been a manager of the Oakmark Select Fund (OAKLX) since 1996, Oakmark Fund (OAKMX) since 2000 and the Oakmark Global Select Fund (OAKWX) since 2006. He joined Harris Associates in 1983 and served as the firm’s Director of Research from 1990 to 1998. Nygren … Read More
Why does value investing work? George Athanassakos – Ben Graham Chair in Value Investing
Dr. George Athanassakos is a Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School, which he joined in July 2004. He is also the Founder & Director of The Ben Graham Centre for Value Investing. Athanassakos has been ranked among the top 10 researchers … Read More
Forget Wall Street! 5 Stages of a Humble Investing Strategy – James Montier
James Montier is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Montier is an expert in behavioral investing and the author of several books including: Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance Value Investing: Tools … Read More
14 Warning Signs That There’s Trouble In The 10K – Robert Olstein
Robert Olstein is Chairman and Chief Investment Officer of Olstein Capital Management and serves as Head Portfolio Manager of the Olstein All Cap Value Fund and Co-Portfolio Manager of the Olstein Strategic Opportunities Fund. Olstein has long been recognized as one of the financial community’s most astute research analysts and … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 3rd, 2016” on Storify]
Value Investors Are Back In The Race – Bloomberg
Another great article on the current value investing trends by Nir Kaissar, a Bloomberg Gadfly columnist. Let’s take a look…
Tips On Finding Undervalued Stocks By Industry Experts – US News
Found a great article on value investing on the US News website, written by Lou Carlozo. It provides some great insights on how to find undervalued stocks and how to avoid value traps, by some of the industry’s leading experts. Let’s take a look…
What Lessons Did You Learn From Max Heine? – Michael Price
Michael Price is the President and Managing Partner at MFP Investors LLC, which he started in 1991. According to Whalewisdom.com, MFP Investors has just over $1 Billion in Assets Under Management. Price got his start when he was hired by Max Heine of the Mutual Series Fund after graduated from college. … Read More
Value Investing Reigns in Emerging Markets – WSJ
(Image Courtesy, mobileadvertisingwatch.com) Always on the look out for the latest news on value investing, I found this piece in today’s Wall Street Journal titled, Value Investing Reigns in Emerging Markets. Lets take a look…
The Bible On Capital Allocation plus His Checklist – Michael Mauboussin
There are a number of metrics that we use here at The Acquirer’s Multiple to establish a company’s valuation, quality and shareholder returns. One of my favorites, provided by our Deep Value Stock Screener, is Shareholder Yield. Shareholder Yield tells us what’s being returned to shareholders through a combination of dividends and … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning September 26th, 2016” on Storify]
The Ten Attributes of Great Fundamental Investors – Michael J. Mauboussin
One of my favorite resources for sage advise on investing strategy is Michael J. Mauboussin. Mauboussin is the Head of Global Financial Strategies at Credit Suisse. Prior to rejoining CS in 2013, he was Chief Investment Strategist at Legg Mason Capital Management. Mauboussin is also the author of The Success Equation: Untangling … Read More
The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game
What is “The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game”? The Acquirer’s Multiple $45,000 – Deep Value Stock Portfolio – Real Money Game is a Deep Value Stock Portfolio Game using Real Money! Huh! Well, I’ve just discovered someone that’s prepared to put their entire superannuation … Read More
There are three central elements to a value-investment philosophy (Part 2) – Seth Klarman
Seth Klarman is a value investor and Portfolio Manager of the investment partnership, The Baupost Group. Founded in 1983, The Baupost Group now has $27 billion in Assets Under Management. Klarman is also the author of the best selling book “Margin of Safety” which sells for around $1000 on Amazon. One … Read More
The Opportunity For Value Investing Right Now Is One of The Best I’ve Ever Seen – Charles Brandes
(Image Courtesy, institutionalinvestor.com) Charles Brandes is the chairman of Brandes Investment Partners. He started the firm in 1974, and manages multiple portfolios including US equity and Global Equity. Brandes Investment Partners has $26.6 Billion in Assets Under Management, as of June 2016. He has described his value investing strategy as: “Guided by … Read More
Which Investing Style Is Better, Eddie Lampert or Seth Klarman? – Zeke Ashton
Zeke Ashton is the founder and managing partner of Centaur Capital Partners. Founded in 2002, Centaur Capital Partners specializes in value-oriented investment strategies. Prior to launching Centaur Capital, Ashton served as an investment analyst and featured writer for The Motley Fool, an investment media company. From 1995 – 2000, Ashton … Read More