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Deja Vu

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  • In the summer of 1929 the surface of Wall Street was a mixture of placidity and mania – stock averages at record highs and still headed upward, the dissenters momentarily routed … Roger Babson said to an audience at a routine New England financial luncheon, ‘I repeat what I said at this time last year and the year before, that sooner or later a crash is coming.’ As Babson implied, his earlier warnings had been roundly ignored… When the crash finally came, it came with a kind of surrealistic slowness – so gradually that, on the one hand, it was possible to live through a good part of it

Microsoft Corporation (MSFT) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Microsoft Corporation (MSFT). Below are some highlights from the above linked analysis:

Company Description: Microsoft, the world's largest software company, develops PC software, including the Windows operating system and the Office application suite...

Ingersoll Rand and Gardner Denver To Put Their Whole Selves In, Reverse Morris Trust It All Around

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  • How do you sell off part of your business and not pay taxes?
  • The answer, of course, is a reverse Morris Trust transaction.
  • Ingersoll-Rand(IR) is an Ireland-based industrial conglomerate with a $30 billion market cap and 49,000 employees.

Lessons Learned: Spring Break or Spring Broken?

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  • It’d been a few weeks and things were running smoothly, so no sense paying for that old server, right?
  • This took a bunch of time, obviously.
  • Make decisions less committing/more reversible.

Nugget Fest (May 3rd Edition)

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  • Uber Questions (Stratechery) Uber as a parody of startup culture: Cliche 1 – “We only need to get a small share of this very large market” Cliche 2 – “Skate to where the puck will be, not where it is.”
  • Changing behavior takes a long time (Abnormal Returns) “Humans do change behavior over time, whether it be through necessity or choice.

This Week’s Best Investing Reads 5/3/2019

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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:

TAM Stock Screener – Stocks Appearing in Marks, 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.
  • Verso Corp is a North American producer of printing papers, specialty papers, and pulp.
  • The company also sells kraft pulp, which is used to manufacture tissue products and printing and writing grade paper; however, the group derives the majority of its revenue from its paper products.

The 2018 stock market correction and the art of being patient

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  • For most investors 2018 was a year to forget and from peak to trough, the FTSE All-Share index lost about 16% of its starting value.
  • For many this was too much to take and several subscribers informed me of their decision to exit the stock market.
  • That may have been the right decision for them, […]

VF Corp Cleans Out Closet, Wrangler And Lee Become Kontoor Brands With May 22nd Spinoff

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  • Until this week, VF Corporation’s (VFC) upcoming Kontoor Brand’s spinoff only had the vague timetable of ‘sometime in May’.
  • Finally, we have some closure and some concrete details on the jeanswear company’s upcoming independence.
  • The board of directors has now formally approved the spinoff which will take place after the close on May 22nd with shareholders expected to… Read More »

Why Is It So Difficult For Companies To Adopt A Value Investing Strategy

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  • And so Warren Buffett started Berkshire Hathaway, Mario Gabelli started GAMCO, and you can go down the list, I mean, they in some form or fashion were involved in starting a firm.
  • Joseph Calandro: Because it’s very, very difficult to take a contrary view in a firm that’s not organized that way.
  • You can find out more about Tobias’ podcast here – The Acquirers Podcast .

Tweedy Browne Co LLC – Top 10 Holdings

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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.
  • This week we’ll take a look at Tweedy Browne Co LLC (12-31-2018):

Convertible Debentures: Online Again!

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  • In the past, I have found a few gems among the Canadian convertible debentures, including PineTree and Data Group.
  • So it was more than a little annoying that the National Post stopped maintaining...
  • [[ Please visit site to read more ]]

Ricegrowers Limited – Value in This Agricultural “Co-op?”

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  • Companies earning their cost of capital and still trading below book value are something of a rarity in today’s markets.
  • They are able to buy the company at a discount to book value at a time when the company expects to achieve significant growth while maintaining profitability.
  • Alluvial Capital Management, LLC does not hold shares of Ricegrowers Limited.

Want to Share Your Stock Write-Ups Online? – Write for Focused Compounding

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  • If I like what you’ve written, I’ll invite you to write for Focused Compounding.
  • My job is to control the quality of the people writing for Focused Compounding.
  • So, if you think you’re an analyst I’ll like – please email me at:

Your Greatest Wealth Building Asset

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You may think your greatest wealth building asset is the stock that has appreciated more than 15% from the beginning of the year and pays you a 3% dividend. Even though that stock has treated you kindly for the last several years, it is not your greatest wealth building asset.

The traditionalist would say your home is your greatest wealth building asset. This is getting closer, but it is not your greatest wealth building asset...

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