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 11/11/24
  • Extreme Liquidation 11/22/24
  • Magic Formula 11/22/24

5/29/2012

Value Based Ideas Supported by Insider buying 05/29/12


Click for quotes on the ideas below


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

Search This Blog

Blog List

  • 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...
    3 hours 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...
    7 hours ago
  • Abnormal Returns
    Sunday links: not worrying about the why - Markets - Consensus earnings estimates did not follow the typical pattern in 2024. (tker.co) - It's hard not to see signs of market froth. (awe...
    14 hours ago
  • The Big Picture
    Ask the Compound - Fun conversation with Ben Carlson on various ways people make mistakes about Investing, Real Estate and our emotional decision making about all of th...
    16 hours ago
  • A Wealth of Common Sense
    Why I’m Selling Some Bitcoin - Why I'm selling half of my Bitcoin position. The post Why I’m Selling Some Bitcoin appeared first on A Wealth of Common Sense. ...
    18 hours ago
  • Yet Another Value Blog
    First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail (episode #279) - Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his thesis on...
    1 day 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...
    2 days 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 ...
    2 days ago
  • CFA Institute Enterprising Investor
    A Reality Check on Private Markets: Part III - Is IRR misleading investors? Discover the flaws in traditional performance measures and how solutions like NAV-to-NAV IRR can offer a clearer view of priva...
    2 days ago
  • FlowingData
    Movie runtimes framed by life expectancy - Memento Movi, a mini-app by Michael Condouris, is what you get when you… *Tags:* humor, Michael Condouris, mortality
    2 days ago
  • Stock Screener – The Acquirer's Multiple®
    American Express Co (AXP) 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...
    3 days ago
  • Vitaliy Katsenelson Contrarian Edge
    A Balanced Life: My Approach – Ep 238 - 📩 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
  • 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...
    4 days ago
  • Of Dollars And Data
    The Things You Can’t Buy - I recently got back from a trip to Kosovo to visit my now fiancée's family (more on that in a moment). Kosovo is located in southeastern Europe in the hear...
    5 days 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...
    6 days ago
  • The Rational Walk
    The Digest #225 - A Dangerous Interregnum, Trump's Energy Policy, Damodaran on ESG, Buffett in 1970, Inflation's Role in Trump's Victory, Taxes in Retirement, James J. Hill,...
    6 days 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...
    1 week 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...
    1 week 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.
    1 week 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 week 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 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...
    3 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
  • Fundoo Professor
    Teaching Note on Shriram Finance - This note, written on January 22, 2024 was used for my lectures at Flame University. This is not a recommendation to buy the stock. I used this case to hig...
    2 months 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...
    3 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 M...
    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.