Category: Systems

  • Shareholder Yield — looking beyond just dividends

    There’s more than one way to return money to shareholders. Dividends get most of the spotlight, but they’re just one piece of the puzzle. That’s where Shareholder Yield comes in — a broader way to measure what companies are really giving back to their owners. The term was popularized by Meb Faber, an investor and…

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  • The Acquirer’s Multiple — stripped-down value Investing

    The Acquirer’s Multiple is what you get when you take value investing, remove the bells and whistles, and focus on just one thing: price. Specifically, how cheap a company is relative to the cash it earns. It was popularized by Tobias Carlisle, a value investor and author of The Acquirer’s Multiple (2017). He built on…

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  • The Magic Formula — a value investor’s take

    Back in 2005, Joel Greenblatt published The Little Book That Beats the Market. It’s slim, easy book that makes a big claim: anyone — even those without a finance background — could beat the market by following a simple set of rules. He named the system, and it is now widely known as, the Magic…

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