ShadowStock: Exploiting Market Anomalies with Neglected Data: Value oriented ideas with insider buys today

Blog List

Clark Street Value

Howard Hughes: Pershing Square's Offer - I'm a couple days late on this post and turned into a bit of a "reply guy" on Twitter/X (you can follow me @ClarkinM) spewing some incoherent thoughts on...
2 hours ago
Abnormal Returns

Wednesday links: narratives over facts - Markets - Historical returns are a 'billboard for diversification.' (awealthofcommonsense.com) Venture capital - Colossal Biosciences is n...
5 hours ago
The Big Picture

At The Money: How to Buy Alternatives - At the Money: Lessons in Allocating to Alternative Asset Classes. (January, 15, 2025) Hedge funds, venture capital, private equity, and private credit ha...
6 hours ago
Yet Another Value Blog

More Than a Numbers Game: A Brief History of Accounting (Fintwit Book Club Podcast January 2025) - I’ve mentioned this a few times, but my friend Byrne Hobart of the diff and I are thinking about launching a monthly finance book club podcast.
8 hours ago
CFA Institute Enterprising Investor

What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals - Private equity buyouts are complex financial maneuvers. By understanding the structuring that lies beneath these transactions, stakeholders can navigate th...
11 hours ago
A Wealth of Common Sense

Animal Spirits: A Key Market Signal - On today's show we discuss the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since ...
11 hours ago
FlowingData

Imagining a multiparty system in the US - In the United States, a two-party system means that candidates, who are supposed… *Tags:* government, multiparty, New York Times, politics
14 hours ago
Daily Speculations

Maybe relevant to the issue of stops, from Humbert Q. - How to Gamble If You Must: Inequalities for Stochastic Processes This classic of advanced statistics is geared toward graduate-level readers and uses the c...
18 hours ago
Stock Screener – The Acquirer's Multiple®

Warren Buffett: Approval Is Not The Goal In Investing - In his 2008 Berkshire Hathaway Annual Letter, Warren Buffett says some people are keeping their money in the “boring place” because they feel safe. But in ...
22 hours ago
Of Dollars And Data

Is There a Problem with Passive Investing? - Passive investing has absolutely revolutionized the investment landscape for individual investors. Not only has it dramatically lowered the costs of asset ...
1 day ago
Ivanhoff Capital

Stocks Under Pressure As Rates Keep Rising - MarketSurge powers the charts in this video. Rates are rising. The 10-year yield is not far from making a new multi-year high and reaching 5%. The market e...
2 days ago
Blog - Two Centuries Investments

January 2025 Market Update: No Year-End Rally - *1. “Heavy is the head that wears the crown.”* In November, U.S. small cap equities looked to be the biggest winner of the U.S. election. By the end of Dec...
2 days ago
The Felder Report

‘Speculation Has Run Amok’ - 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...
4 days ago
Musings on Markets

Data Update 1 for 2025: The Draw (and Danger) of Data - For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with...
5 days ago
value and opportunity

Performance review 2024 – Comment “Extrapolate the past at your own peril” - 2024 overviewThere is no way around it: 2024 was a in absolute terms AND relative terms really bad. The Value & Opportunity portfolio lost -2,5 % (includin...
5 days ago
GreenWood Investors

Year End 2024 Letter -
1 week ago
Good Investing

What to learn from Warren Buffett’s Capital Allocation, Jacob McDonough? - [image: Jacob Mc Donough - Capital Allocation] In this podcast episode, we discussed Capital Allocation: The Financials of a New England Textile Mill 195...
1 week ago
The Rational Walk

A Quarter Century of Investing - Lessons learned from a quarter century of active investing, along with annual performance statistics.
1 week ago
Alpha Vulture

2024 end-of-year portfolio review - [image: 2024 end-of-year portfolio review] The performance review of 2023 is still featured on the blog’s front page, yet it’s already time to reflect on 2...
1 week ago
Alpha Vulture

2024 end-of-year portfolio review - [image: 2024 end-of-year portfolio review] The performance review of 2023 is still featured on the blog’s front page, yet it’s already time to reflect on 2...
1 week ago
Investing Caffeine

Time in the Market Beats Timing the Market - It was another great year in the stock market. But predicting the timing of a bear or bull market is more challenging. Fortunately for investors, the stock...
1 week ago
Fundoo Professor

ET Now Interview - Part 1: https://www.youtube.com/watch?v=OzJu3kng3fU Part 2: https://www.youtube.com/watch?v=Lf4wlBkS1H4 Part 3: https://www.youtube.com/watch?v=4-_v6GcoE8A...
2 weeks 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.
3 weeks 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...
3 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...
1 month 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...
1 month 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...
2 months 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....
2 months 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...
2 months 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...
2 months 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.
3 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...
5 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...
8 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
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...
10 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...
11 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...
5 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

-
DATAROMA Invest Alongside Superinvestors

-
ELEMENTARY VALUE - Investment Strategy And Ideas

-
Seth's Blog

-
ELEMENTARY VALUE - Investing Blog

-
Get Stock Ideas From Famous Value Investors

-
csinvesting

-
Acquirers Funds

-

Show All

ShadowStock: Exploiting Market Anomalies with Neglected Data

Pages

2/17/2011

Value oriented ideas with insider buys today