ShadowStock: Exploiting Market Anomalies with Neglected Data: EV Under 100 Million; Net Positive Insider Activity 2010 to YTD 2011

Blog List

value and opportunity

The Anatomy of a 100 Bagger – How a Canadian Investor managed to hold Google for 21 years - A few weeks ago, fellow blogger Govro from the Wintergems Substack casually mentioned on Twitter/X that he has now realised his first 100 bagger with Googl...
6 hours ago
Abnormal Returns

Monday links: real humans doing real work - Strategy - How bear markets work. (awealthofcommonsense.com) - Don't let your play account get too big. (novelinvestor.com) Companies - Ele...
7 hours ago
FlowingData

Sonification of the everyday through music - You can find rhythms and patterns when you look closely at the activities… *Tags:* life, Matthew Wilcock, music, sonification
8 hours ago
Visual Capitalist

Mapped: Stablecoin Regulation Globally - Which countries have stablecoin regulation proposed or in place, and which have no tailored laws? Find out in this Stablecoin Week piece.
8 hours ago
A Wealth of Common Sense

Talk Your Book: Investing in the All Weather Strategy - On today's Animal Spirits Talk Your Book we talk to Matt Bartolini from State Street and Chris Ward from Bridgewater Associates about the SPDR Bridgewater ...
9 hours ago
CFA Institute Enterprising Investor

Stay the Course, Mitigate the Noise: Navigating Euro Inflation - ECB credibility holds: despite post-COVID inflation swings, long-term euro expectations remain anchored, easing pressure for overly restrictive policy. T...
9 hours ago
Yet Another Value Blog

Firebird Management's Steve Gorelik's Molina Healthcare Bull Thesis $MOH (podcast #342) - In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Steve Gorelik from Firebird Management for a deep dive into Molina Healthcar...
11 hours ago
The Big Picture

Transcript: Dmitry Balyasny, Founder/CIO Balyasny Asset Management - The transcript from this week’s, MiB: Dmitry Balyasny, Founder/CIO Balyasny Asset Management, is below. You can stream and download our full conversa...
12 hours ago
Daily Speculations

Declines from 20-day highs - since 01-01-2001 there have been 6341 days where the sp was open — on 1303 of those days, sp closed at 20-day high. 535 of those days witnessed a decline i...
19 hours ago
Ivanhoff Capital

Normal Digestion In A Bull Market - MarketSurge powers the charts in this video. Last weekend, we discussed the market becoming a bit frothy and setting up for a potential shakeout. This is e...
22 hours ago
Stock Screener – The Acquirer's Multiple®

Bill Ackman: Make A Little Progress Every Day And It Works Every Time - At this year’s Citadel Finance Speaker Series, Bill Ackman described how setbacks have shaped his career. “You’ve had no experience with the most important...
1 day ago
The Felder Report

‘Feelings Of Economic Vulnerability Can Foster Revolution’ - 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...
2 days ago
Vitaliy Katsenelson Contrarian Edge

Cost-Plus Capitalism: Lessons from HII and the Future of Naval Shipbuilding (Part 5) – Ep 264 - 📩 Join 94,000+ readers on my FREE weekly email newsletter: Reader get-together sign up here: https://forms.monday.com/forms/8ba7f1e57a4eb7f9cdc44171b...
4 days ago
quoth the raven research

Emerging trends in VPS hosting - Energy efficiency has always been a concern for web hosts, as standard VPS hosting requires private servers to run 24/7, often using unsustainable energy...
4 days ago
Of Dollars And Data

Why the 5% Rule is the New 4% Rule - I recently read Bill Bengen's new book *A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More* and loved what he put together. For th...
6 days ago
MicroCapClub

Looking Beyond the Numbers - A business always rises and falls to the quality level of management’s decision making.
6 days ago
Blog - Two Centuries Investments

Sep 2025: Market Update: Some Like it Hot - Some Like It Hot. I am not referring to the acclaimed 1959 comedy crime film starring Marilyn Monroe, Jack Lemmon and Tony Curtis. I am referring to the ...
1 week ago
Fundoo Professor

Default Choice Worth > $ 20 Billion A Year! - While reading this fascinating book,” Apple in China, The Capture of the World’s Greatest Company,” I came across this astonishing fact: Google pays Apple ...
2 weeks ago
Clark Street Value

Braemar Hotels & Resort: Gross Asset Management Contract, Initiated Sales Process - It's probably a sign of the times, have to dip in quality to find some ideas and this pitch makes me throw up a little in my mouth. Braemar Hotels & Res...
3 weeks ago
Investing Caffeine

A.I. Field of Dreams - In the 1989 Academy Award–nominated film Field of Dreams, the lead character Ray Kinsella (played by Kevin Costner) hears a mysterious voice whisper, “If y...
3 weeks 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 month 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 month 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...
1 month ago
GreenWood Investors

First Half 2025 Letter: Durability & Balance -
1 month 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...
1 month 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.
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...
3 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...
3 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...
4 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...
4 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...
4 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...
9 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...
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 ...
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

A Journey of Making a Latin Shirt -
8 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

9/17/2011

EV Under 100 Million; Net Positive Insider Activity 2010 to YTD 2011