ShadowStock: Exploiting Market Anomalies with Neglected Data: Stocks with a Price less than Current Assets less Total Liabilities

Blog List

Visual Capitalist

Ranked: The World’s 30 Largest Banks in 2026 - The world's largest banks by total assets are all headquartered in the same city. However, the city is Beijing, not New York.
1 hour ago
The Big Picture

10 Thursday AM Reads - My morning reads: • The Nobel Prize Message for Kevin Warsh: “Clear and credible communication about how [central banks] reason and what they plan to do...
3 hours ago
MicroCapClub

Keep Evolving - By 1969, Miles Davis was already a legendary jazz musician. Kind of Blue (1959) was already considered the greatest album of the entire genre. But by the...
4 hours ago
FlowingData

Richest getting richer - This is really going to surprise you, but the wealthy people in the… *Tags:* rich, Wall Street Journal, wealth
4 hours ago
Stock Screener – The Acquirer's Multiple®

Where Is the Deep Value in Canadian Stocks This Week? - The Acquirer’s Multiple® Canada All TSX screen gives investors a way to search Canadian-listed companies for value, cash generation and shareholder retur...
16 hours ago
Good Investing

Gisela Baur: What 30 years with Warren Buffett taught me (Good Investing Night Munich) - [image: Gisela Baur: 30 years with Warren Buffett, Good Investing Night Munich] Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Mun...
18 hours ago
Novel Investor

Quarterly Reading – Fall 2026 - Here’s what I’ve been reading the past three months: Book notes from last quarter: Want more fall reading ideas? Related Reading:
19 hours ago
Abnormal Returns

Wednesday links: taking risk off the table - Markets - Chip stocks are off their highs. (axios.com) - Options volume is back to Covid-era highs. (wsj.com) - Concentration is not just a U.S....
20 hours ago
Yet Another Value Blog

October 2026 Random Ramblings - YAVP #428
22 hours ago
A Wealth of Common Sense

Animal Spirits: Are Higher Rates Worse Than ZIRP? - On today's show we discuss stock market concentration worries, how to hedge AI market risk, maxing out your 401k, who got richer this decade, AI is crowdin...
1 day ago
Daily Speculations

Writing it down, from Nils Poertner - Young, more inexperienced specs would benefit from writing down all the observations, patterns, even subjective things they picked up and compare in the fu...
1 day ago
Of Dollars And Data

Who Got Richer Since 2022? - Last Friday, the Federal Reserve released the results of its 2025 Survey of Consumer Finances (SCF), which takes a detailed snapshot of American households...
2 days ago
Ivanhoff Capital

Market of Stocks - MarketSurge powers the charts in this video. AI stocks are back in under-pressure mode. The market might be discounting tighter regulations if there’s a po...
3 days ago
Reminiscences of a Stockblogger

On AI, Math and Cryptography - Because I haven’t written in this blog in a little over two years, and because AI has been my primary vehicle for investing for the last two years, I have ...
4 days ago
The Felder Report

When Policymakers Choose Inflation - 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 days ago
value and opportunity

Updates: DCC (sold), TFF (sold), EVS (hammered) & Rightmove (rumours) - DCC – post mortem Let’s start with the positive case. I realized my DCC position recently as the share price (~64,4 GBP) approached the bid value (66,72 GB...
6 days ago
Musings on Markets

Stock Prices, Earnings and Cashflows: The AI Effect plays through! - In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the face of rising ...
6 days ago
Essentia Analytics

The Disciplined Investor Podcast: Clare Flynn Levy - Essentia CEO Clare Flynn Levy joins Andrew Horowitz on The Disciplined Investor to discuss why recent performance is a poor measure of a portfolio manager'...
1 week ago
Investing Caffeine

AI: Will the World Go Dead or Markets Continue to Surge Ahead? - The internet caught fire last month when 27-year-old Jacob Coxon resigned from AI juggernaut Anthropic over safety concerns. After working in pretraining m...
1 week ago
Vitaliy Katsenelson Contrarian Edge

Your Sophist Filter: On CEOs, Cynics, and the Voice in Your Head – Ep 304 - Around 155 BC, Athens sent the philosopher Carneades to Rome to plead for a fine to be lifted. He delivered a brilliant speech and swayed the audience. T...
2 weeks ago
quoth the raven research

Why 3D design is the future - You can see the shift at both ends of the spectrum. For a homeowner, the brief might be as simple as design my bathroom from an existing photo and explor...
2 weeks ago
GreenWood Investors

The Right to Win -
2 weeks ago
The Rational Walk

Buffett Completes Succession Plan - Warren Buffett has completed Berkshire's succession plan as he steps down as Chairman.
3 weeks ago
Blog - Comus Investment, LLC

Cracks Forming - Sp 500 earnings inflation, AI trade conclusion, margin debt, and Kospi margin calls
2 months ago
Clark Street Value

Braemar Hotels & Resorts: Internalizing Management - Throwing together a quick note on Braemar Hotels & Resorts (BHR) (~$180MM market cap) before I start a busy Friday, forgive me if there are any glaring m...
4 months ago
Crossing Wall Street

Morning News: June 1, 2026 - Oil Prices Jump as U.S. and Iran Exchange Fire An LNG Glut Is On Its Way Turnberry Won’t Fix Transatlantic Trade. But It’s a Start […]
4 months ago
NoNameStocks

NoName Annual Performance 2025-2026 - My portfolio is up 31% this year, giving me a CAGR of 29.9% over the past 13 years since I bought my first stock in April 2013! It's my best performanc...
5 months ago
Stalwart Investment Advisors

Deciphering Price-Earning (PE) Multiple as a Valuation Tool - A high quality asset can be a poor investment if acquired at an obscenely high valuation (versus its intrinsic value). On the other hand, even an average...
6 months ago
Glenn Chan's Random Notes on Investing

Fox News coverage of Israel-Iran war is AI and fake (proof) - Fox News is now airing AI-generated footage as if it was real. Their ‘journalist’ must know this; it’s not journalism. I’ve compiled the signs of AI in the...
6 months ago
CFA Institute Enterprising Investor

Enterprising Investor Is Moving - Enterprising Investor is moving to CFA Institute Research and Policy Center (RPC) on March 23. The post Enterprising Investor Is Moving appeared first on...
6 months ago
Fundoo Professor

The Misunderstood Role of Dividends in Long-term Stock Returns - There exists a peculiar blind spot in the Indian investment psyche. Many investors dismiss dividend-paying stocks as tax-inefficient vehicles for returns. ...
7 months ago
The Value Investing Blog of Old School Value

Aggressive Accounting Reserves Allowances Contingent Liabilities - In the world of stock analysis, understanding a company’s financial statements is paramount. Yet, the numbers on a balance sheet or income statement don’t ...
8 months ago
Blog - Two Centuries Investments

The Day Got Split in Two - It happened again. The last time was ChatGPT in early 2023. Before that, it was discovering Market QA backtesting software in 2004. And before that, it w...
8 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
9 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
9 months ago
Mathematical Investor

Artificial intelligence: Nirvana or apocalypse? - Google data center in Ohio Artificial intelligence’s march of progress Without doubt, artificial intelligence (AI) and machine learning (ML) systems hav...
11 months 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...
1 year 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...
2 years 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...
2 years 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...
2 years 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, ...
3 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...
3 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...
3 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...
3 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...
3 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 ...
4 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...
4 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...
5 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...
5 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...
5 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 ...
5 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...
5 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 ...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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 ...
6 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...
6 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 ...
6 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...
7 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...
7 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...
7 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...
7 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...
7 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...
7 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 ...
7 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...
7 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...
8 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.
8 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...
8 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....
8 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...
8 years ago
Classic Value Investors

A Journey of Making a Latin Shirt -
10 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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ELEMENTARY VALUE - Investment Strategy And Ideas

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DATAROMA Invest Alongside Superinvestors

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Acquirers Funds

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Seth's Blog

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csinvesting

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ShadowStock: Exploiting Market Anomalies with Neglected Data

Pages

3/28/2010

Stocks with a Price less than Current Assets less Total Liabilities