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- Applying Deep Value Investing with The Investors PodcastI had great fun chatting to Stig Brodersen about deep value investing and the acquirer’s multiple. We cover a lot of ground. Get a free list of deep value stocks likely to be ta…
- A Superior Valuation Metric: Enterprise Value (EV) to EBITDA | Wall Street DailyInteresting post out of Wall Street Daily on the efficacy of the acquirer’s multiple by Alan Gula, CFA: The price-to-earnings (P/E) ratio is perhaps the most popular valuation m…
- Super Mario Gabelli on Private Market ValueAt 7m30s:
- Greenblatt and Asness on Periods of Underperformance for ValueFascinating note from Forbes on the underperformance of Joel Greenblatt’s mutual funds that implement the Magic Formula: [I]nstead of trying to paint Gotham’s year-to-date retur…
- A Lesson in Portfolio Construction: “One Good Icahn Energy Bet Undoes Several Years of Bad Calls” – Bloomberg @BusinessOil’s crash would have been every bit as cruel to Carl Icahn as it was to other investors, except the billionaire had a very important ace in the hole: a little-known refiner an…
- The Icahn StrategyFrom Icahn Enterprises L.P. December 2013 Investor Presentation: Across all of our businesses, our success is based on a simple formula: we seek to find undervalued companies in…
- Last chance to take advantage of extended offer: One month trial of The Acquirer’s Multiple for 9 bucks (save $40)I’ve had a few requests to extend this weekend’s special offer, so I’m going to keep it going to 5pmPDT this afternoon. Click here to subscribe to the Acquirer’s Multiple and pa…
- Subscribe to The Acquirer’s Multiple and pay only 9 bones for the first month (Expires midnight tonight)For this weekend only, click here to subscribe to the Acquirer’s Multiple and pay only 9 for the first month (usually $49). In addition to the free Large Cap 1000 screen, get ex…
- What happens to value in sideways markets: Shiller PE and expected returns using Hussman’s methodRobert Shiller’s cyclically adjusted price earnings (CAPE) ratio takes a 10-year inflation-adjusted average of the S&P500’s earnings to arrive at a price/earnings metric smoothe…
- Special offer this weekend only: One month trial of The Acquirer’s Multiple for 9 bucks (Save $40)For this weekend only, click here to subscribe to the Acquirer’s Multiple and pay only 9 for the first month (usually $49). In addition to the free Large Cap 1000 screen, get ex…
- NevSun Resources ($NSU): Arguably the best base metals miner in the world.Nevsun Resources (USA) has taken a beating recently, down 17 percent from its June high of $4.26. It remains the cheapest stock in the All Investable universe. Chief Development…
- S&P500 enterprise multiple 1990 to dateI like to check in occasionally to see where the S&P500’s average enterprise multiple stands. Right now it’s trading on just over 12x, where it’s been since the start of the yea…
- CNBC’s 9 stocks could be takeover targetsCNBC recently screened for small- and mid-cap companies that could attract takeover offers on the basis of valuation. CNBC examined free cash flow yield, enterprise multiple, an…
- Joel Greenblatt keeps it simple: “Buy Good Stuff Cheap, Sell Bad Stuff Dear”In today’s Observer author William Green has an interesting excerpt from his new book The Great Minds of Investing on Joel Greenblatt: …Mr. Greenblatt is always searching for a …
- Mobile TeleSystems (NYSE:MBT): Cheap Russian telecomMobile TeleSystems (NYSE:MBT) has been beaten up over the last month (off 12.5 percent) and at $9.69 is now the sixth cheapest stock in the Large Cap 1000 Screener (it’s free if…
- Breeze-Eastern Corp (NYSEMKT:BZC) Special OfferBreeze-Eastern Corp (NYSEMKT:BZC) is the 24th cheapest stock in the Small and Micro Cap Screener with an acquirer’s multiple of 8.89. It trades on a PE of 9.7 has an 11.4 FVF/EV…
- A Mechanical Investment Plan Using The Acquirer’s MultipleBruce Murison* contacted me at the start of June with an interesting proposition: He would open a dedicated account to trade the Acquirer’s Multiple All Investable Stocks Screen…
- Icahn on Wall Street WeekClick here if you’d like to see a current list of deeply undervalued takeover and activist targets using The Acquirer’s Multiple® (it’s free!), subscribe to The Acquirer’s Multi…