Mechanical Investment Plan – The Acquirer’s Multiple

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:

David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)

david einhorn, reading, valuewalk, internet, investment research, Greenlight Capital, hedge funds, Greenlight Masters, famous hedge fund owners, big value investors, websites, books, reading financials, investment analysis, shortselling, investment conferences, shorting, short biasDavid Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, Read More


http://acquirersmultiple.com/2015/06/a-mechanical-investment-plan-using-the-acquirers-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.