ShadowStock: Exploiting Market Anomalies with Neglected Data

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

Pages

  • Home
  • Graham Net Net or Discovery on 11k stocks as of 11/29/24
  • Extreme Liquidation 11/29/24
  • Magic Formula 11/29/24

9/17/2011

Positive Avg ROIC 07 to TTM, + Net Insider Activity, Under 100 Mil EV

Please Click to get quotes on the stocks below

Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Newer Post Older Post Home
View mobile version

Search This Blog

Blog List

  • FlowingData
    Material requirements from EV batteries - To make batteries for electric vehicles, manufacturers require materials from all over the… *Tags:* batteries, cost, electric vehicle, Washington Post
    2 hours ago
  • Yet Another Value Blog
    Some things and ideas: November 2024 - Every month, I put out a “some things and ideas” post with random thoughts on articles or market stuff that caught my attention in the last month (as well ...
    6 hours ago
  • Abnormal Returns
    Friday links: the siren song of FOMO - Markets - A look at the best performing stocks of the past 20 years. (bespokepremium.com) - The great bond bull market is over. (mrzepczynski.b...
    10 hours ago
  • The Big Picture
    Never Mix Payroll and Household Survey Data - @TBPInvictus here (link is now to Bluesky) Let’s cut to the chase: A Hoover Institution analysis of California private job creation is off by a factor ...
    13 hours ago
  • Stock Screener – The Acquirer's Multiple®
    Apple Inc (AAPL) DCF Valuation: Is The Stock Undervalued? - As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the s...
    1 day ago
  • A Wealth of Common Sense
    Is It Too Late to Buy Bitcoin? - Isaac Newton vs. Bitcoin. The post Is It Too Late to Buy Bitcoin? appeared first on A Wealth of Common Sense. ...
    1 day ago
  • CFA Institute Enterprising Investor
    Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy - What makes infrastructure debt a compelling asset class?
    2 days ago
  • The Rational Walk
    The Digest #226 - Warren Buffett donates $1.15 billion to his family foundations
    3 days ago
  • Fundoo Professor
    Interview with Outlook Money  -
    3 days ago
  • Vitaliy Katsenelson Contrarian Edge
    Navigating Market Cycles: From Bulls to Nvidia – AI Edition – Ep 239 - 📩 Join 91,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value I...
    3 days ago
  • Of Dollars And Data
    3 Predictions for the Next 10 Years - I don't make predictions often. It's not my style. But, every once in a while, there are a few things that I can't stop thinking about and I want to call m...
    3 days ago
  • Daily Speculations
    From the archives: How To Become a Professional Con Artist - Book Review: How To Become a Professional Con Artist 3/25/2005 Dennis Marlock opens his "How To" book with a testimonial: As a law professor, I have read c...
    4 days ago
  • Ivanhoff Capital
    The Trading Themes After the Elections - MarketSurge powers the charts in this video. There have been three distinct themes after the elections. Anything crypto-related has been the clear market l...
    5 days ago
  • The Felder Report
    Corporate Insiders Are Jumping Ship - 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...
    1 week 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 ...
    1 week ago
  • quoth the raven research
    Comparing traditional fax machines with online fax services - But does traditional faxing truly offer greater security due to its limited exposure to the Internet and third-party services? In response, online fax se...
    1 week ago
  • Good Investing
    Gabelli’s Berkshire Hathaway Panel 2024 - [image: Gabelli Berkshire Hathaway Panel 2024] Here, you can find a transcript of the Gabelli’s Berkshire Hathaway Panel 2024 with: Introduction to Gabelli...
    1 week ago
  • Blog - Two Centuries Investments
    November 2024 Market Update: U.S. Large Cap Equities Remain Preeminent - *1. The U.S. equity market continues to outperform. * In October, the U.S. equity market, as proxied by the S&P 500 Index, declined near 1% but still outpe...
    1 week ago
  • value and opportunity
    Some links 18/2024 - Alluvial Capital with an interesting Colombian “sum of the parts plus catalyst” Cement company A great deep dive into the much improved technology of Desal...
    1 week 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 weeks ago
  • Musings on Markets
    The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg! - You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with sophi...
    2 weeks ago
  • Essentia Analytics
    The Behavioral Alpha Benchmark: Q3 2024 Ranking - Our portfolio manager assessment identifies the top five investment decision-makers, while powerful new insights emerge from our analysis.
    2 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....
    2 weeks 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...
    3 weeks ago
  • Investing Caffeine
    Past Elections Status Quo Means No Need for Woe - Scarier than Halloween, the current presidential election is causing people on both sides of the political aisle to be frightened by the idea of their cand...
    3 weeks 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...
    3 weeks 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...
    4 weeks ago
  • 25iq
    A Dozen Things I’ve Learned from Jenny Lee about Investing and Business - Jess Lee is an investing partner at Sequoia Capital and the former chief executive officer of Polyvore (a fashion web site allowing users to create shareab...
    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.
    1 month ago
  • Blog - Comus Investment, LLC
    The Everything Hedge - Summary: -QQQ options trade at a substantial pricing discount to the options of their constituent stocks, and are among the cheapest on the market by IV -D...
    2 months ago
  • Crossing Wall Street
    Morning News: September 4, 2024 - Oil Prices Fall Below $70 a Barrel. OPEC+ and Libya Expected to Increase Output Climate Losses Batter Insurers While Reinsurers Step Back Japan’s Era of […]
    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...
    4 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...
    6 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...
    7 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...
    7 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...
    7 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...
    8 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...
    9 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...
    11 months ago
  • the patient investor's blog
    Letter to the RSSS Board - I've originally wrote about RSSS in the Long Cast 4Q22 letter, which can be found here. I think the new CEO, Roy Olivier, is operating at a high level an...
    1 year ago
  • The Brooklyn Investor
    Migrating Blog - Long time no see! Thanks for all the comments, even though I realized I haven't posted a single thing in just over 2 years. I still get emails from old r...
    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
  • Distressed Debt Investing
    Takeaway Tuesday #9 - Happy Tuesday everyone. Its been a busy couple weeks post Reorg's FinDox announcement. Markets have been strange at best. I do think we are in an interes...
    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
  • Bull, Bear and Value
    GL Sciences: An Undervalued Japanese Technology Company - GL Sciences Inc. (TYO:7705) is a Japanese small cap with two main business segments. The first makes gas/liquid chromatography equipment and other relate...
    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...
    2 years ago
  • backoftheenvelopeinvesting
    Going nuclear: Assystem short notes - Business One of the leading nuclear engineering companies in the world from France Operating mainly in France, UK, Central Europe, Middle-East and India to...
    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
  • Uncle Stock Blog
    Benefits of Using a Fundamental Stock Screener - See our guest contribution at Daytradingz: Benefits of Using a Fundamental Stock Screener The post Benefits of Using a Fundamental Stock Screener appeare...
    3 years ago
  • Blog - Factor Investor
    Current State of Affairs for Value, Profits, and Debt - Values woes, profitability, debt trends, and a possible catalyst in value’s favor.
    4 years ago
  • Above the Market
    The Better Letter - Most of my writing these days is for my weekly newsletter. Check it out here.
    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 ...
    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
  • STREETS OF VALUE
    March 2020 Portfolio Update - March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against ...
    4 years ago
  • MFI Diary
    2019 In Review - *2019 In Review* Happy New Year to any followers still out there. As you may have guessed, for the time being I have pretty much tossed in the towel on ...
    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 ...
    4 years ago
  • Long Term Value Blog
    Upping the ante on GameStop (GME) - Since I started writing this piece, a number of articles have come out about the company and the stock price, and shares have risen more than 10%. I still...
    5 years ago
  • Cigarrfimpar
    An End and a New Beginning - Long time, no see! A career change and the birth of my first child caused me to take a time-out from the scene of investing. As I started to write this pos...
    5 years ago
  • Alex Bossert's Thoughts on Value Investing
    Invitation to the 2019 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. *2019 Yellow BRKers details:* Friday May 3rd from 4 PM...
    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
  • 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...
    5 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
  • 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 10 Show All
Awesome Inc. theme. Powered by Blogger.