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Administrative issues on website

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  • On popular demand, I have added an “E-Mail Subscriptions to New Posts” option, which is available on the right-hand side of the website on desktops.
  • For those squinting their eyes on a 4 inch mobile phone, you’ll have to flick all the way to the bottom.
  • Fill in your name and email, and once you confirm your email address the site will notify you of new posts.

Archer Daniels Midland May Spin Off Ethanol Business

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  • The beginning of the New Year is often a time of hope.
  • A fresh start.
  • A clean slate.

TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Cohen Portfolios

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  • Part of the weekly research 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.
  • Jim Simons – 830,025 total shares
  • Joel Greenblatt – 513,771 total shares

This Week’s Best Investing Reads 5/17/2019

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  • Here’s a list of this week’s best investing reads:
  • This week’s best investing research reads:
  • This week’s best investing podcasts:

Great Cheap Stocks: How to Minimize Risk

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  • The most important measure of risk for a net net investor is the price you are paying for the great cheap stocks in relation to the value you get.
  • Net net investors believe in protecting their capital first and taking calculated risks to produce high returns.
  • Net net investors who fill their portfolio with positive asymmetric risk-reward great cheap stocks will undoubtedly enjoy comparatively higher returns than the general market — at little or no risk!

Neurologic

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  • There are tons of books on human irrationality.
  • I've reviewed many of them on this site!
  • But NeuroLogic: The Brain's Hidden Rationale Behind Our Irrational Behavior is different.

Introducing Acquirers Funds®

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  • Our investment process begins with The Acquirer’s Multiple® , the measure used by activists and buyout firms to identify potential targets.
  • We believe deeply undervalued, and out-of-favor stocks offer asymmetric returns, with the potential for limited downside and a greater upside.
  • The returns to deep value are potentially realized in two ways:

Graham & Doddsville Spring 2019 Newsletter

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  • Bill Stewart, Founder of both Stewart Asset Management and W.P.
  • Stewart and Company
  • The second interview is with Bill Stewart, founder of both Stewart Asset Management and W.P.

Howard Marks: Top 10 Holdings Q12019

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  • These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions.
  • We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners .
  • This week we’ll take a look at Howard Marks (3-31-2019):

Value Investing Will Turn Around But No-One Can Say When

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  • During his recent interview with Tobias, Justin Carbonneau, a Partner at Validea Capital discusses how value investing will turn around but no-one can say when.
  • Tobias Carlisle: I think value investors have been doing a lot of introspection.
  • Tobias Carlisle: I’ve been saying, “It’s five years,” for so long that it’s longer than five years now.

AAPL: How Popular are Apple's iPhone Financing Plans in the US? Here's a Look

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  • Apple offers iPhone financing through 24-month zero-interest installment loans funded by Citizen's Bank (US).
  • It could be buyers don't want to fool with an installment loan and have it affect their credit report when they can just use their credit card to finance the purchase.
  • Citizen's has disclosed the balance of "merchant partnership" loans which are the Apple iPhone financing plans f(or most quarters).

Leveraged Promoters, Haemorrhaged Stockholders

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  • What will happen next is that the lenders who hold the collateral will dump it in the market and the stock price will crash.
  • And if the market believes that no money will come or not enough will come (and the market may be right or wrong about this belief), then the stock price will crash because of what we call as “supply overhang.” Notice, for the stock price to crash, it is not necessary for the actual dumping of shares to occur, although that’s often the case.
  • It’s the EXPECTATION of the stock price crash that creates the stock price crash.

Not Enough U.S. Cash Burning IPOs for You? Here Comes China’s Luckin Coffee

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  • Just as U.S. investors are trying to make sense of the Uber (UBER) and Lyft (LYFT) IPOs, both disastrous for those buying at the offer prices, on Friday we will get a U.S. listing of Chinese-operated, Cayman Island-incorporated coffee upstart Luckin Coffee.
  • All one can do is estimate what they think margins could ultimately be based on the business model, assume long-term success, and calculate an imputed price-to-sales ratio worth paying today given certain growth assumptions.

A Bit Too Much Bounce & Another Way to Lose Money in Auto Stocks

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  • The extraordinary bounce in the US market has not gone unnoticed.
  • Whether a leading, coincident, or lagging indicator versus global manufacturing, continuing strength in the semiconductors appears associated with an increasingly strong view on the resumption of global manufacturing growth.
  • Another way to Lose Money in Auto Stocks

International Dividend Stocks; Do You Really Need Them?

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  • The Canadian market gives me a great exposure to exceptional companies in the “closed” market of Banks .
  • I don’t believe you need international stocks in your portfolio.
  • This includes many companies with international exposure that will keep increasing their dividend year after year.

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