Mechanical Investment Plan – The Acquirer’s Multiple

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Miranda Mechanical Investment Plan
Mechanical Investment Plan

A Mechanical Investment Plan Using The Acquirer’s Multiple

Bruce Murison* contacted me (Toby Carlisle of www.Greenbackd.com) 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 and post his strategy and results on the site. He thought knowing there was a public eye keeping him on the straight and narrow might assist with his discipline (the same reason I launched Greenbackd in 2008). He wondered if a real time, real money account tracking the acquirer’s multiple’s performance would be interesting to readers of the site. I of course leapt at the opportunity. Bruce hopes that his project might encourage outside the box thinking and maybe lead to others posting their strategies and ideas that could become an interactive community of users. Here begins Bruce’s first post in what I hope will be a long series:

A Mechanical Investment Plan Using The Acquirer’s Multiple

 

I am dedicating a $25,000 real money account to trade stocks ranked favorably according to The Acquirers Multiple (TAM). Every stock will be chosen and traded according to these rules:

Value Partners Asia Bets On India In Hopes Of “Demographic Dividend”

Value Partners Asia ex-Japan Equity Fund has delivered a 60.7% return since its inception three years ago. In comparison, the MSCI All Counties Asia (ex-Japan) index has returned just 34% over the same period. The fund, which targets what it calls the best-in-class companies in "growth-like" areas of the market, such as information technology and Read More

A Mechanical Investment Plan Using The Acquirer’s Multiple

Click 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 Multiple® or connect with me on Twitter, LinkedIn or Facebook.

Thanks to the GREAT Toby Carlisle whose books, videos and dark sense of humour are an inspiration to all.

Mechanical Investment Plan

QUESTION to all:

Will screening out the companies that may or could go bankrupt (the ones with the worst financial metrics) but are the cheapest hurt performance. Why are money losing net/nets generate better returns AS A GROUP than money making net/nets. Example: Energold (EGDFF).

The Pampas precedent – Woodford Funds

 

HAVE A GREAT WEEKEND. I will be on the road until Monday.

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