ShadowStock: Exploiting Market Anomalies with Neglected Data

"There Are No Bad Assets, Just Bad Prices."

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4/03/2010

Insider Direct Buys 03/22/10 to 04-02/10

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Blog List

  • Abnormal Returns
    Personal finance links: relying on experts - Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at rising...
    11 hours ago
  • A Wealth of Common Sense
    The Best Books I Read in 2024 - My annual list of books read. The post The Best Books I Read in 2024 appeared first on A Wealth of Common Sense. ...
    12 hours ago
  • The Big Picture
    Transcript: Dana Mattioli on Amazon’s Everything War -  The transcript from this week’s, MiB: Dana Mattioli on Amazon’s Everything War, is below. You can stream and download our full conversation, includin...
    1 day ago
  • Of Dollars And Data
    The Ignorance of the Crowd - I’m a big fan of the crowd. I often rely on the opinions of other people when making certain kinds of decisions. For example, if I need to find a great res...
    1 day ago
  • FlowingData
    More time on the plane, but more flights arriving early - By just about every metric, flights are slower now than they were 30… *Tags:* airlines, schedule, Upshot
    1 day ago
  • Stock Screener – The Acquirer's Multiple®
    Thumb-Sucking in Investing: Warren Buffett’s Take on Hesitation - During the 2001 Berkshire Hathaway Annual Meeting, Warren Buffett discusses the concept of errors of omission, which he defines as missed opportunities wit...
    1 day ago
  • Yet Another Value Blog
    A quickie bonus Christmas (premium) idea - This sounds a little trite to put on paper, but I tend to bucket investments into two buckets:
    1 day ago
  • Essentia Analytics
    Essentia’s 12 Quotes of Christmas - Το celebrate this year’s holiday season, here are 12 pieces of timeless wisdom for your investment decision-making in 2020 and beyond.
    2 days ago
  • CFA Institute Enterprising Investor
    Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks - Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These p...
    2 days ago
  • value and opportunity
    Some links 21/2024 - Highlight: If you read only one thing this week then Wintergem’s deep dive on Moats (and the apllication on Adyen) is a MUST READ Richard Beddard with a ni...
    2 days ago
  • Daily Speculations
    Tariffs on Canadian goods, from David Lillienfeld - So now we're going to get an interesting experiment in what happens when you impose tariffs on your neighbor. To wit: 1. The DEW Line? Probably going to be...
    2 days ago
  • Blog - Two Centuries Investments
    December 2024 Market Update: Small Stands Tall - *1. Investors crowned U.S. small cap equities as the biggest winner of the U.S. election. * U.S. small cap stocks rallied almost 11% in November on the bac...
    3 days ago
  • Ivanhoff Capital
    Volatility Is Picking Up - MarketSurge powers the charts in this video. Volatility tends to spike at turning points. Was last week one or was it just another shakeout in a bull marke...
    4 days ago
  • The Felder Report
    ‘The Mother Of All Bubbles’ Part Deux - 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
  • Vitaliy Katsenelson Contrarian Edge
    Q&A Series: Money Habits for Kids and the Power of Writing – Ep 242 - 📩 Join 93,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value I...
    6 days ago
  • Good Investing
    What to learn from “On the Hunt for Great Companies”? - [image: Simon Kold - "On the Hunt for Great Companies"] Simon Kold published the very entertaining and insightful investing book “On the Hunt for Great Com...
    1 week ago
  • Musings on Markets
    For the fun of it: An Open House for my Spring 2025 Classes - I am a teacher at heart, and every year, for more than two decades, I have invited people to join me in the classes that I teach at the Stern School of Bus...
    2 weeks ago
  • The Rational Walk
    The Cost of Corporate Security - The assassination of UnitedHealthcare CEO Brian Thompson revealed corruption in society that justifies higher corporate spending to protect executives.
    2 weeks 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...
    3 weeks ago
  • Investing Caffeine
    No Market Misgiving on This Thanksgiving - We’ll see if there is any gravy left for investors during the last month of the year, but so far 2024 has been a satiating feast that has stuffed investors...
    3 weeks ago
  • quoth the raven research
    The future of online casino technology - Innovations such as AI integration, blockchain technology, Virtual Reality, and social gaming are set to revolutionize the gaming experience. Leading pla...
    3 weeks ago
  • Fundoo Professor
    Interview with Outlook Money  -
    4 weeks ago
  • Clark Street Value
    Howard Hughes: Updated Thoughts After Investor Day - I wanted to bring Howard Hughes Holdings (HHH, fka HHC) ($4.1B market cap) back up front as they just had their investor day this past Monday where they ...
    4 weeks ago
  • Leaven Partners
    Performance of Losing Stocks: Evidence from Japan’s Net-Nets - As one of my readers pointed out, it is now well accepted theory that stock prices exhibit a long-term reversal effect: stocks that experience long-term pr...
    5 weeks ago
  • NoNameStocks
    Value for the Patient at Globex - I don't normally look at companies like this but Globex Mining Enterprises ( GLBXF) is not what you think. They have an incredible balance sheet with $7....
    1 month ago
  • Visual Capitalist
    Ranked: Union Membership by Industry in America - Despite a boom in collective bargaining efforts, union membership stands at record lows. We show the top 10 industries by unionization rates. The post Ra...
    1 month ago
  • GreenWood Investors
    Dual Daughters in Dual Classes - This article is part of a series on governance and references a white paper on Owner Operators that is undergoing peer review. To receive early access to t...
    1 month ago
  • Stalwart Investment Advisors
    Is Hold = Buy ? A Perennial Debate - Model Portfolio vs Customized Portfolio In the investing world, there are two schools of thought – one which believes there are only two states for a sto...
    1 month ago
  • MicroCapClub
    Avoiding the ‘Uh-Oh’ Moments - With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
    2 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...
    4 months 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...
    5 months 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...
    7 months 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...
    8 months ago
  • Alpha Vulture
    PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
    8 months ago
  • Alpha Vulture
    PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
    8 months 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...
    9 months ago
  • Mathematical Investor
    Overcoming experimenter bias in scientific research and finance - History of measurements of the speed of light; from Henrion and Fischloff, “Assessing uncertainty in physical constants,” American Journal of Physics, Se...
    10 months 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, ...
    1 year 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...
    1 year 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 ...
    2 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...
    3 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...
    3 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...
    3 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 ...
    3 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...
    3 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 ...
    4 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...
    4 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...
    4 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...
    4 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...
    4 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...
    4 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...
    4 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...
    4 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...
    4 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 ...
    4 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 ...
    4 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...
    4 years ago
  • Global Investing Insight
    An Analysis of “Testing Benjamin Graham’s Net Current Asset Value Strategy in London” - · Authors: Ying Xiao and Glen C. Arnold · A version of this paper can be found here · Want to read our summaries of academic finance ...
    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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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 ...
    5 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.
    6 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...
    6 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....
    6 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...
    6 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...
    14 years ago
  • Columbia Financial Investment Group
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  • DATAROMA Invest Alongside Superinvestors
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  • ELEMENTARY VALUE - Investment Strategy And Ideas
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  • Seth's Blog
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  • ELEMENTARY VALUE - Investing Blog
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  • Get Stock Ideas From Famous Value Investors
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  • csinvesting
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  • Acquirers Funds
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