ShadowStock: Exploiting Market Anomalies with Neglected Data: Share buy backs at value creating prices

Blog List

Visual Capitalist

These Car Brands Have the Highest DUI Rates in America - Which car brands have the most DUIs? BMW tops the list in 2024, with RAM, Acura, and Audi close behind, according to new LendingTree data.
2 hours ago
Abnormal Returns

Saturday links: when design fades away - On Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check...
4 hours ago
The Felder Report

‘Ncredible’ - Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to...
5 hours ago
The Big Picture

10 Weekend Reads - The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form ...
7 hours ago
Daily Speculations

What with the racquet tournament going on in Queens - From the Sports Illustrated vault: The Chair The Squabbler of the Squash Courts Vic Niederhoffer brought a touch of Brooklyn rowdiness to Harvard and a tra...
12 hours ago
A Wealth of Common Sense

What Would You Do If You Had a Million Dollars? - Some financial lessons from Office Space. The post What Would You Do If You Had a Million Dollars? appeared first on A Wealth of Common Sense. ...
21 hours ago
FlowingData

Checking TSA PreCheck time savings - TSA PreCheck allows U.S. travelers to skip the part of airport security where… *Tags:* flying, security, TSA, Upshot
1 day ago
Yet Another Value Blog

Some things and ideas: August 2025 - My monthly overview (Monthly recurring piece)
1 day ago
Vitaliy Katsenelson Contrarian Edge

Inside Baseball: How We Build Portfolios (Part 2) – Ep 260 - 📩 Join 94,000+ readers on my FREE weekly email newsletter: You can also read this article in this link: https://investor.fm/inside-baseball-how-we-bu...
1 day ago
quoth the raven research

How to use ChatGPT 5 - OpenAI’s ChatGPT 5 is packed with powerful features, making it my go-to AI assistant for everything from brainstorming ideas and analyzing spreadsheets t...
1 day ago
MicroCapClub

Talent Distribution - Where do you personally fall on the bell curve?
1 day ago
Stock Screener – The Acquirer's Multiple®

Bill Ackman: HHH Is Well Positioned To Implement A Similar Approach To Berkshire - Pershing Square Holdings delivered strong performance in the first half of 2025, with its NAV per share, including dividends, increasing 15.5%, compared wi...
1 day ago
CFA Institute Enterprising Investor

Stablecoins and Treasuries: A Fragile Funding Link Investors Can’t Ignore - Stablecoins now hold hundreds of billions of dollars of US Treasuries, linking crypto sentiment to safe-haven bonds and adding a new layer of risk for in...
2 days ago
Of Dollars And Data

Why I’m Bearish on U.S. Stocks (for the Second Time Since 2017) - Last week, Chamath Palihapitiya of Social Capital filed for a new $250 million SPAC with the SEC. The American Exceptionalism Acquisition Corp. A (AEXA), a...
4 days ago
Ivanhoff Capital

Another Strong Bounce - MarketSurge powers the charts in this video. It is said that we should pay the most attention to seasonality when it doesn’t follow the expected path, beca...
5 days ago
value and opportunity

Quick updates: EVS Broadcast, Eurokai & Jensen - EVS Broadcast Let’s start with the not so good news: EVS Broadcast, as in Q1, came out with a slightly disappointing 6M press release: Sales down yoy, EBIT...
1 week ago
Essentia Analytics

Book Excerpt: Wizards and Maestros - From Stock Market Maestros: The winning habits, strategies, and mindsets of the world's best investors, to be published by Harriman House in March 2026.
1 week ago
Leaven Partners

Why No Management Fee Matters for Investors - When evaluating hedge funds, one of the most important—but often overlooked—factors is the fee structure. At Leaven Partners, we made a deliberate choice f...
2 weeks ago
Clark Street Value

Mural Oncology: Update - Mural Oncology (MURA) ($~30MM market cap) has turned into a bit of a battleground busted biotech in the comments section of my original post. I always a...
2 weeks ago
Mathematical Investor

How likely will investors outlive their savings? - Life expectancy, 1770-2023; source: Our World in Data Target date funds “Target-date funds” are currently the rage in the finance world. The term refers...
3 weeks ago
GreenWood Investors

First Half 2025 Letter: Durability & Balance -
3 weeks ago
Blog - Two Centuries Investments

August 2025 Market Update: No Easing Up - At its July meeting, the Federal Open Market Committee (FOMC) once again decided not to change the Federal Funds Rate target. Despite no easing of moneta...
3 weeks ago
Musings on Markets

The Imitation Game: Defending against AI's Dark Side! - A few weeks ago, I started receiving a stream of message about an Instagram post that I was allegedly starring in, where after offering my views on Pal...
3 weeks ago
Investing Caffeine

Trade & OBBB Deals Sealed, Fed Dread, and AI/Meme Dreams - As the stock market reached new all-time highs, investors had plenty to juggle—both in Washington, D.C., and on Wall Street. The S&P 500 climbed +2.2%, the...
4 weeks ago
The Rational Walk

Daily Journal Accused of Incorrect Accounting - Daily Journal has been accused of incorrectly accounting for software development costs by an activist investor seeking a consulting contract.
4 weeks ago
Fundoo Professor

Operation Sindoor: Make in India Goes To War || Capital Calculus - Link: https://www.youtube.com/watch?v=1Mc8aamwo8k Anil is my swimming buddy, but I am also a big fan of his work, and that of his colleagues like Nitin Gok...
2 months ago
Good Investing

Why do you like Deere stock, Alex Furmanski (Unison)? - [image: Alex Furmanski (Unison Asset Management)] Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his inv...
2 months ago
Stalwart Investment Advisors

Talk at GIC | Mean Reversion Framework - Stalwart’s CIO, Jatin Khemani, recently gave a talk at Gurugram Investor Club where he presented on Stalwart’s Mean Reversion Framework with multiple cas...
2 months ago
NoNameStocks

PGNT Proxy Please VOTE! - Calling all PGNT shareholders please vote! In this proxy every vote really does count so please do vote, no matter how many shares you hold. Sham ow...
3 months ago
Alpha Vulture

Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
3 months ago
Alpha Vulture

Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
3 months ago
Crossing Wall Street

Morning News: December 3, 2024 - Welcome to the Post-American New World Disorder Will Trump’s Dollar Diplomacy Roil Global Trade? China Targets Critical Metals in Tit-for-Tat Response to U...
8 months ago
csinvesting

Risk or Reward: How to Balance Investing In Crypto - In investing, it’s essential to find a “sweet spot” for risk — as well as reward. With cryptocurrency sweeping the world of finance, both fantastic returns...
1 year ago
Glenn Chan's Random Notes on Investing

CrowdStrike is worse than it appears - Obviously Crowdstrike should have tested its update before crashing millions of computers worldwide. But there is a second problem that should not have exi...
1 year ago
The Irrelevant Investor

Great Quarter, Streamers - A deep dive into both the earnings and market reaction of the biggest streaming companies in the world. ... The post Great Quarter, Streamers appeared f...
1 year ago
The Value Investing Blog of Old School Value

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/oldschoolvalue will stop working shortly. Please add /rss at the and of the URL, so that the UR...
1 year ago
Vintage Value Investing

An update on our newest media brand 18 months and $289,000 later. - This article is a continuation of our initial story on launching FinMasters and spending $477,924 to do so, make sure you read that one first for context...
1 year ago
Reminiscences of a Stockblogger

Stocksatbottom - One of the most fortunate things that happened to me as I was just beginning to invest in stocks was stumbling on an investment newsletter called Stocksatb...
1 year ago
DeepThroatIPO

How to Wreck a “Big Old” GSIB Bank… - As you all know there’s much discussion, hand-wringing and consternation surrounding of all the complex goings-on at Silicon Valley Bank, Credit Suisse, ...
2 years ago
AdventuresInCapitalism | Small Companies–Big Upside

I Just Don’t Know… - Long-time readers of this site know that I prefer an investing style that is both highly-concentrated and hyper-aggressive. My only goal is to maximize ret...
2 years ago
The Stonk Market

What Major Technological development is slated to impact the gaming industry next? - The gaming industry’s continual innovation and expansion can be attributed to modern gaming technologies. Despite the fact that many of these breakthroug...
2 years ago
Bronte Capital

FTX and an old blog post - A long time ago I wrote a blog post about rehypothecation with brokers. It is - unsurprisingly - relevant again. In some sense crypto provides fast-track...
2 years ago
Barel Karsan

The Eagle and the Viper - Following the French Revolution, Napoleon sought to conquer more lands. But fans of the French monarchy would not go quietly. From England and elsewhere, t...
2 years ago
Value Investing Journey

2021 Performance Review – 22.9% Average Annual Investment Returns The Last Decade - In today’s post I’m sharing my 2021 performance review and how I’ve produced 22.9% average annual investment returns in the portfolios I’ve managed over ...
3 years ago
Quartz - Medium

Quartz Opens Submissions for 2022 Best Companies for Remote Workers Rankings - New York, NY (December 14, 2021) — Digital media publisher *Quartz* today announced the second year of its *Best Companies for Remote Workers* program, a...
3 years ago
Money Is Boring

Berkshire Hathaway 2021 Annual Shareholder Meeting Roundup - Berkshire Hathaway held its 2021 annual shareholder meeting on the 1st of May. Over the past two weeks, I’ve been reviewing comments made by Warren Buffe...
4 years ago
Corner of Berkshire & Fairfax Message Board

Re: Buffett/Berkshire - general news - Just a thought. The March volume spike could be sellers who bought in March 2020 at the lows selling now for nice profit paying long term gains tax rather...
4 years ago
hidden value.

Currency Exchange International (TSX:CXI) - Elevator Pitch Currency Exchange International (“CXI”) is a foreign exchange company, run by its Founder, who continues to hold >20% of the shares outstand...
4 years ago
valueDACH

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger? - [image: Ryan O'Connor & Todd Wenning] With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive ...
4 years ago
OTC Adventures

Quarterly Letter and a Look at Concierge Technologies – OTC: CNCG - Alluvial’s fourth quarter 2020 letter is available here. Thanks for reading! The search for new ideas in unlisted stocks and micro-caps never ends. Just re...
4 years ago
Novel Investor

A 90-Year-Old’s Tale of Compounding - Warren Buffett turned 90 last weekend and many tributes have come out since highlighting his track record. Why wouldn’t they? It’s the best long term tra...
4 years ago
Asif Khan Blog

Introduction to startup investing – a reading list - I was late to the startup game. Ever since I graduated in 2008, my world revolved around investing in public equities and I spent most of my time learning ...
5 years ago
Svenda's Manual

What is our database about? - Our new database has the following benefits for OTC investors; You can see most of the meaningful OTC companies instantly. The OTC market is large and noto...
5 years ago
DFA vs Vanguard

The Performance of DFA’s Small Value Fund, DFSVX (and the Story of Rex and Dave) - The year was 1992, but Rex Sinquefield and David Booth, founders of mutual fund company DFA, were feeling trapped in the ‘80s. Rex was still wearing parach...
5 years ago
Net Net Hunter

Deep Value Investing: Buying A Dollar For 0.60 Cents - Is deep value the best investment strategy? What is deep value investing and should you try it? Get the details here. The post Deep Value Investing: Buyi...
5 years ago
Ockham's Notebook

Dealing With Post Covid Debt - Countries around the world have shut down their economies in order to stop down the spread of Covid-19. In order to prevent a humanitarian disaster they a...
5 years ago
backoftheenvelopeinvesting

I’m all over the place - Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings...
5 years ago
Above the Market

Top Ten Behavioral Biases, Illustrated #10: Often Wrong But Never in Doubt (Bias Blindness) - “A person is smart. People are dumb, panicky, dangerous animals and you know it.” We all suffer from the cognitive and behavioral biases I have been high...
5 years ago
STREETS OF VALUE

Kofola Československo a.s (KOFOL.PR) - Coca Cola and Pepsi dominate pretty much every soft drinks market in the world. There are only a handful of companies that have managed to successfully com...
5 years ago
The Brooklyn Investor

Coronavirus, Munger etc. - *Munger* Munger is looking and sounding great at the DJ annual meeting (I wasn't there; just watched the video). His 'wretched excess' seems to be more abo...
5 years ago
the patient investor's blog

Thoughts on PESI from LCA Y/E Letter - Perma Fix (PESI) is one of the newer holdings in the Long Cast Advisers portfolio. I wrote about it in our year-end letter (link) and wanted to just focus ...
5 years ago
Blog - Comus Investment, LLC

Carvana - Carvana, the self-titled Amazon of used cars, has become a magnet for growth investors and short-sellers alike while growing rapidly. With its recent rise ...
5 years ago
Bull, Bear and Value

My Annual Schedule of Investments - Happy New Year! A whole year without a post! Well, it reflects my investing attitude in the year. I haven't traded much. I have added significantly to two...
5 years ago
Global Investing Insight

An Analysis of “Graham’s Net-Nets: Outdated or Outstanding?” - Introduction In an earlier post we analyzed the prominent and often cited study on “net nets”, “Benjamin Graham’s Net Current Asset Values: A Performance ...
5 years ago
Uncle Stock Blog

What’s new – August 2019 - During the past 6 months, Uncle Stock received a lot of suggestions. Many of these suggestions are added to the product. This post gives a brief overview...
6 years ago
Long Term Value Blog

Why would you buy that (GME)? and other updates (GLIBA) - Last year around this time I made a couple of interesting purchases; I bought shares of GCI Liberty (GLIBA) and Charter Communications (CHTR) on the same d...
6 years ago
25iq

Secrets of Sand Hill Road (Venture Capital and How to Get It) — Know Venture Capital Before You Get Married to a Venture Capitalist - Scott Kupor’s new book Secrets of Sand Hill Road is a bottom-to-top explanation of venture capital and other aspects of growing a business intended for fou...
6 years ago
MFI Diary

Does Value Investing Still Work? - *Does Value Investing Still Work?* In today's world, I at times wonder whether value investing is dead. At least for the average investor. I mean think...
6 years ago
Distressed Debt Investing

10 Years Goes By Fast - On April 2nd, 2009 I sat down to write a post on distressed debt entitled "What is distressed debt investing?" *The blog celebrates its 10 year anniversary...
6 years ago
Canadian Diversified Investor

Republic of Western Canada if the East doesn’t change its ways? - How could it happen that fast? A recent Angus Reid poll reported by the National Post (and ignored by the Globe and Mail) found that 50% of Albertans are...
6 years ago
Blog - Factor Investor

Why Do Markets Go Up? - Stock markets are the greatest compounders of wealth the world has ever seen. Sadly, most introductory investment courses and literature do not begin with ...
6 years ago
Base Hit Investing

Facebook Is Undervalued - As I mentioned in a note to my investors earlier this week, the spirit of the Holiday shopping season has been extended to certain parts of the stock marke...
6 years ago
Investing Rationally

Mesabi Trust, a Good Protection Against the Coming Inflation - Mesabi Trust (MSB) is a royalty trust that distributes its profits to unit holders from an iron ore mine. Northshore Mining Company, a subsidiary of Clev...
6 years ago
Concentrated Value

Discontinuing the blog - Unfortunately I have to discontinue the blog, as I am moving into a role where I am not allowed to buy individual stocks. I hope to revisit it one day.
7 years ago
The Nanocap Journal

Tales From The “OTC Dark” Side: Cloverleaf Kennel Club - This article originally appeared on ValueNeverSleeps.com on May 27, 2018. For an individual investor, “OTC Dark” companies offer a treasure trove of oppo...
7 years ago
Cigarrfimpar

Howard Marks Memo – Learning From Enron – 2002 - The first memo of 2002 is a long one. 21 pages to be precise. As the title will tell you, it focuses on the rise and fall of Enron and the lessons thereof....
7 years ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2018 Yellow BRKers Party at the Berkshire Annual Meeting - You are invited to an event I plan every year during the Berkshire Hathaway Annual Meeting weekend. The Yellow BRKers will be held Friday, May 4th, 2018 at...
7 years ago
Classic Value Investors

What Is This “Enterprise Value?” - Many investors rely on many different metrics such as the P/E ratio, price-to-book ratio, and price-to-sales ratio to determine whether a company is tradin...
15 years ago
Get Stock Ideas From Famous Value Investors

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Columbia Financial Investment Group

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ELEMENTARY VALUE - Investing Blog

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DATAROMA Invest Alongside Superinvestors

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csinvesting

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ShadowStock: Exploiting Market Anomalies with Neglected Data

Pages

6/24/2009

Share buy backs at value creating prices