ShadowStock ... Deep Value, Contrarian Investing: Summary Insider Trades on 08/03/12

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Boston Prepares For Right-Wing Rally Saturday -
20 minutes ago
Scientific American Content: Global

Solar Eclipse in 1097 May Be Rock Carving Subject - A petroglyph spotted in Chaco Canyon may depict a total solar eclipse witnessed by the Pueblo people. -- Read more on ScientificAmerican.com
3 hours ago
Vitaliy Katsenelson Contrarian Edge

SoftBank’s big plan for a smarter internet is brilliant - Masayoshi Son doesn’t do anything small nor does he do things in a simple way. A few months ago SoftBank Group announced that it would be raising $100 bi...
4 hours ago
The Big Picture

Succinct Summation of Week’s Events 8.18.17 - Succinct Summations for the week ending August 18th, 2017 Positives: 1.White House Strategist Steve Bannon is fired, giving hope for some policy stabilit...
4 hours ago
Investing – 24/7 Wall St.

Ford, General Electric Stumble into Friday’s 52-Week Low Club - Ford, Foot Locker, General Electric, and Marathon Oil all posted new 52-week lows Friday.
5 hours ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 2002 - From the 2002 letter I have picked extracts of wisdom related to the following topics: to be a winner = work with winners; financial weapons of mass destru...
5 hours ago
Crossing Wall Street

Nice Move for Ross Stores - The strong earnings report from Ross Stores (ROST) came out yesterday afternoon. As a result, I didn’t know what the stock’s reaction would be in […]
7 hours ago
Validea's Guru Investor Blog

Bull Market Can Be Bolstered by Retirement Account Inflow - According to a new book by an MIT economist argues that the efficient market hypothesis is “incomplete and inadequate” when it comes to valuations, says ...
7 hours ago
Abnormal Returns

Friday links: physicists vs. virologists - Q&A: Robin Powell talks with Meir Statman author of Finance for Normal People: How Investors and Markets Behave. (carbon financial)
8 hours ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

17 Mile 2.0 Strategy Note 6 - 17 Mile 2.0 Strategy Note 6 August 18, 2017 PORTFOLIO ACTIVITY Since August 3, positions in VIAB, TEVA, TRVG and EGN were initiated (VIAB was a re-initiati...
9 hours ago
Nautilus

The Pernicious Myth of Willpower - Facts So Romantic - *It turns out “willpower” is not a valid psychological construct.*Photograph by Kevin O’Mara / Flickr I often find myself on the cusp of doing something ...
9 hours ago
The Reformed Broker

“I’ve seen Raiders of the Lost Ark, and I wasn’t confused by it.” - ...
11 hours ago
Collaborative Fund

The Unsolvable Puzzle - Leo Szilard was one of the smartest people of the 20th Century. He conceived the idea of nuclear energy, patented the process of using it in a power plan...
13 hours ago
CFA Institute Enterprising Investor

Weekend Reads: Charlottesville, Smartphones, and the Solar Eclipse - Like so many others in my adopted hometown of Charlottesville, Virginia, I have been struggling to make sense of the events of this past weekend. While I l...
21 hours ago
A Wealth of Common Sense

A La Carte Financial Advice - Jason Zweig and Morgan Housel are two of my favorite writers and thinkers. They explain the complexities of business, markets and human behavior better tha...
1 day ago
The Mission - Medium

An Open Invitation To Talk About Diversity, Feminism And Women In Tech - This is an attempt to address the responses to my post on diversity from last week and an invitation to discuss it in an AMA. *I wrote some candid thoughts...
1 day ago
Brain Pickings

The Creative Tension Between Vitality and Fatality: Illuminating the Mystery of Sylvia Plath Through Her Striking Never-Before-Revealed Visual Art - "How frail the human heart must be — a throbbing pulse, a trembling thing — a fragile, shining instrument of crystal, which can either weep, or sing."
1 day ago
Daily Speculations

If Not Today, from Ralph Vince - If not today, then tomorrow…don't be shut out. Gary Phillips writes: 2475.00 appears impenetrable, at least until after opex Friday. If $/yen was to furth...
1 day ago
Vintage Value Investing

When Tesla Powerwalls and the Congo Basin Collide - This article was written by Greg Silberman, Chief Investment Officer of Atlanta Capital Group Investment Management, and was first published on VintageVa...
1 day ago
The Value Investing Blog of Old School Value

Peter Lynch’s Final Checklist - In chapter 15―The Final Checklist―of the book One Up on Wall Street, Peter Lynch summarizes the things that you as an investor would like to know about s...
1 day ago
Ivanhoff Capital

The Future of Tesla - Toyota averages about $2,700 earnings per car by making 10.2 million vehicles per year. Ford earns about $1000 per car by producing about 6.4 million veh...
2 days ago
Base Hit Investing

One of the World’s Widest Moats - A year ago today, I wrote a short post on a company called Tencent Holdings (TCEHY), a dominant internet company in China and its ubiquitous crown jewel of...
2 days ago
Barel Karsan

When The Moon Is Low - A typical Afghan family lives a typical Afghan life, until the Taliban rise to power. Immediately, life changes. Girls must be pulled out of schools, women...
2 days ago
Value Investing Journey

Mini Book Review of Deep Work - Mini Book Review of Deep Work In this video, I’m doing a mini book review of the book titled – Deep Work, Rules For Focused Success In A Distracted World...
3 days ago
Of Dollars and Data

Cooperation in the Age of Anger - Why We Need Understanding And Support For Others Now More Than EverPhoto: Pixabay I have finally cracked. After writing for Of Dollars And Data for 33 week...
3 days ago
value and opportunity

Travel Series 8: GDS (Sabre, Amadeus, Travelport) – Ultimate travel platforms or Dinosaurs waiting for extinction ? - Time to do another “travel series” post after the last Tripadvisor post a few months ago. GDS – The business The so-called “GDS” (short form of Global Dist...
3 days ago
csinvesting

Bitcoin and the Theory of Money; Hedge Fund Quiz - Bitcoin is not only irredeemable, but also unbacked. That is a big difference—in favor of the dollar. (Keith Weiner of Monetary-Metals) Read an analysis of...
4 days ago
Reminiscences of a Stockblogger

Week 318: Not a Good Quarter - Thoughts and Review I have been on vacation on and off since the beginning of July, so my posting has been sporadic. I should get more regular again in my...
4 days ago
Glenn Chan's Random Notes on Investing

Pretium update: disappointing grades - (*Disclosure: Pretium is by far my largest short position so I am biased. Take what I say with a grain of salt and do your own homework.) The production ...
4 days ago
Joshua Kennon

Looking at Office Space in Southern California - Looking at Office Space in Southern California It's been roughly seven months since I've been present or active on the site in any meaningful sense. The...
5 days ago
AdventuresinCapitalism

Cheaper & Less Risky... - Part of what makes the stock market so lucrative, is that it often responds in unexpected ways to new data—offering outsized profits to those that take a...
5 days ago
The Irrelevant Investor

Only a Market of Stocks - It’s hard to believe that the S&P 500 has been within 5% of its all-time high for the last 284 trading days, going all the way back to June, 2016. It would...
5 days ago
Above the Market

Always Invert - Larry Walters always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a pilot. After he was disch...
5 days ago
GreenWood Investors

Take-Outs and the Illusory IRR -
6 days ago
Ockham's Notebook

Education of a Wandering Man: The Ultimate Autodidact - Louis L’amour was an autodidact’s autodidact. John Wayne called him the most interesting man in the world. L’amour spent the first couple decades of his ...
6 days ago
TraderFeed

Capturing Value and Momentum in the Stock Market - In mid-2014 I hit upon an idea for analyzing the strength and weakness of the overall stock market. Suppose we took every stock in the New York Stock Exch...
6 days ago
Bronte Capital

Some thoughts on the firing of James Damore from Google - As the world knows by now James Damore was fired from Google for writing a memo that questioned Google's diversity policies. As a holder of Google stock I ...
6 days ago
25iq

A Dozen Lessons about Product and Services Pricing (Including being “Too Hungry to Eat”) - This is a blog post about some of the most basic elements of pricing a product or service. Since the longest a post like this should be is about 3,500 word...
6 days ago
Altucher Confidential

Ep. 244: Wally Green – Do Something You Love, To Build A Life Worth Loving - “I was shot twice by the time I was 13,” Wally told me. “I owned six guns. Everyone I grew up with then is dead,” he said. He then walked back to his sid...
1 week ago
Musings on Markets

A Tesla 2017 Update: A Disruptive Force and a Debt Puzzle! - These are certainly exciting times for Tesla. The first production version of the Tesla 3 was unveiled on July 28, with few surprises on the details, but p...
1 week ago
Susan Weiner's Blog on Investment Writing

Don’t give up on being different - Do you worry that nothing can make your writing stand out from the rest of the pack? Here’s some inspiration for you from Roger Rosenblatt’s Unless It Mo...
1 week ago
Net Net Hunter

S i2i to Buy Back 10% of Outstanding Shares - Why is S i2i Ltd. buying back up to 10% of the company's outstanding shares? And what does it mean for investors? The post S i2i to Buy Back 10% of Outst...
1 week ago
Fundoo Professor

Economic Times Column on Metaphors and Analogies - After a gap of almost exactly 23 years, I was invited by ET to start writing a column for the paper. Here is the first one: http://bit.ly/2vJQUQ6 Any sugg...
1 week ago
Canadian Diversified Investor

Why is too much debt so dangerous for oil companies? - An oil company is very sensitive to debt because it is a ‘capital intensive’ enterprise. It spends relative little on wages and equipment but it needs lo...
1 week ago
Gannon on Investing

Weekly Stock Revisits Start Monday with Weight Watchers (WTW) - I'm going to be doing something new here. I don't normally discuss specific stocks much (mostly because I haven't bought a stock in about 2 years). Howev...
2 weeks ago
INCERTO - Medium

Something is Broken in the UK Intellectual Sphere. - The BBC did some kind of educational cartoon on Roman Britain and represented “diversity” in terms of someone looking African in the show as representati...
2 weeks ago
MicroCapClub

The Excessive History of Microcaps - Smaller company stocks outperform larger ones. This is one of the chief attractions for investors to small-cap companies and microcap stocks in particul...
2 weeks ago
Sharpe Returns

Revised RSS Link - All, I renamed the blog URL. Please please kindly update your RSS feed with the address below:https://growresearch.com/blogs/blog.atom -Gogi
2 weeks ago
Investing Caffeine

The Summer Heats Up - This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2017). Subscribe on the right side of ...
2 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
2 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
2 weeks ago
Quartz - Medium

In Johannesburg, finding stories in unsuspecting places - Quartz Africa reporter Lynsey Chutel trains journalism students at the University of Witwatersrand as part of the Atlas for Africa initiative. Training in ...
2 weeks ago
Clark Street Value

STORE Capital: Berkshire Deal, High Risk Lender? - STORE Capital (STOR) is an internally managed triple-net lease REIT, I don't own it (and usually don't like to write about companies I don't own), but Berk...
3 weeks ago
NoNameStocks

Hydromer and the Value of Potential - A common theme among my stocks is potential. Either a stock has to be incredibly cheap versus the current numbers, priced as if the company is dead, or pac...
3 weeks ago
Distressed Debt Investing

Appellate Division Confirms Reorg Research Journalists Have Benefit of Shield Law - You may have heard about an important case between Reorg Research and Murray Energy. The case was a potential landmark for journalists and media organizati...
5 weeks ago
backoftheenvelopeinvesting

Apetit: Food Conglomerate Turnaround (Part 2) - ….continuing from Part 1. 4. Problematic parts that seem well contained As said in the Part 1, after the Seafood business disposal Apetit has only one prob...
5 weeks ago
OTC Adventures

Compagnie Lebon SA – LBON:France - I enjoy delving into the many family-controlled investment vehicles that European markets have to offer. Many trace their roots back to the Industrial Revo...
1 month ago
Hurricane Capital

Mohnish Pabrai: Three Great Books to Read - Mohnish Pabrai visited Talks at Google on June 5, 2017. At the end of this talk Mohnish recommended three books. The Beak of the Finch: A Story of Evolutio...
1 month ago
Alex Bossert's Thoughts on Value Investing

Compilation of value links from around the web: July Edition - Below is a compilation of the most interesting reading I've come across in the past few months: *2017 Berkshire Hathaway Annual Meeting:* 2017 Berkshire H...
1 month ago
Long Term Value Blog

Underperformance is UGLY - Over the past seven months I have added seven new positions, 6 long and 1 (ouch) short. Now, you know, I’m not one for looking at short-term performance bu...
1 month ago
Clear Eyes Investing

Moats & Knights, Part Deux - In December, I wrote about the rare and powerful "moat and knight" combination - a company with a defensible competitive advantage led by top-notch capital...
1 month ago
Classic Value Investors

Interview with Fred Davidson -
1 month ago
Bull, Bear and Value

Anne Scheiber, the Secret Millionaire - I first heard of Anne Scheiber from a magazine article about her in 1995, shortly after she passed away aged 101. Anne Scheiber was the first example I ha...
1 month ago
CitronResearch.com - Andrew Left, Executive Editor

FDA FAERS Database Posts Huge Rise in Acthar Deaths and Adverse Events - Mallinckrodt in Full Damage Control Mode Citron Explains the Company’s Admission on Acthar’s Adverse Events: Time to Call Your Lawyer ADVERSE EVEN...
1 month ago
the patient investor's blog

Lessons from the other side (IZEA) - Not everyone invests, but assuredly we all die. As ubiquitous as death is, it's pretty hard to imagine what happens at the end of our existence. No one has...
2 months ago
The Investment Garden

Bloomberg Article - Forecast on Decline in Oil Demand - An intersting view on the oil demand which could be - depending on the point of view - positively/negatively impacted impacted from the following changes: ...
2 months ago
The Brooklyn Investor

Bubble Watch - Shiller said the other day that the market can go up 50% from here. OK, so I fell for it and clicked to watch the CNBC video. This was sort of a surprising...
2 months ago
Punch Card Investing

Interview with Mr. Geoff Gannon of Focused Compouding - Below is an interview with Mr. Geoff Gannon. Mr. Gannon should be well-known to most...
2 months ago
Latticework

This Week: Meetup with local #valueinvestors - A very exciting week ahead: Washington, DC Area Frankfurt, Germany Hong Kong New York Stuttgart, Germany Please click here if you’d like to host a local #v...
3 months ago
The Nanocap Journal

American Church Mortgage Company (ACMC) - American Church Mortgage is selling for 40% of intrinsic value, but, like many nano-cap stocks, has its share of risks and liquidity issues. Low insider ow...
4 months ago
The Rational Walk

Book Review: Blockchain Revolution - The idea of cutting out the middleman has always been an attractive concept because doing so promises to lower costs and produce potential benefits for bot...
4 months ago
PHILOSOPHICAL ECONOMICS

Diversification, Adaptation, and Stock Market Valuation - Looking back at asset class performance over the course of market history, we notice a hierarchy of excess returns. Small caps generated excess returns ov...
4 months ago
What Works on Wall Street

Successful Active Stock Investing is Hard: Here are Seven Traits that I Believe are Required for Active Investors to Win in the Long Term - Years of experience have taught me that to be a successful active investor requires a very specific set of characteristics, and that many investors attem...
5 months ago
loyunhao

Under Armour is in trouble - The long streak of 20+% growth has come to an end. The bankruptcy of Sports Authority is one reason, Kevin Durant joining Golden State Warriors could be an...
5 months ago
Robin Øvrebø – Nordnetbloggen.no

Casestudier av Buffetts kjøp av Burlington Northern Santa Fe, de fire flyselskapene og Apple. - Forrige lørdag publiserte Warren Buffett sitt aksjonærbrev for ligningsåret 2016. Brevet finner du her. Det er alltid interessant lesning og det blir skr...
5 months ago
Asif Khan Blog

Undervalued stock vs undervalued product - By reading about many investors I have realized that looking at an investment case from different angles and perspectives unearth insights which can be v...
5 months ago
Adept Analyst

Economic Outlook for 02/28/2017 - An overview of the Economic Outlook for U.S. Stock Market can be found at the following: Adept Analyst Economic Outlook 02282017 The post Economic Outloo...
5 months ago
A Pauper in the Midst of Wealth

3 Tips To Help You Survive The Gig Economy - How you can survive the gig economy. By Silvia Palasca Millennials are poorer than their parents; they are the first generation to have experienced debt ...
6 months ago
Stoic Investing

Risk Management : Art of Living another day !!! - GUEST POST Today’s post is by Manish Dhawan, founder of Mystic Wealth and my co-host at Stoic Investing Podcast. I know of very less people, who are as co...
7 months ago
Canadian Value Investing

Top Investments for 2017 - *2016 Year in Review* 2016 was a continuation of the bull market that is now the second longest on record. If it continues into March of this year it will...
7 months ago
= Value = Venture

Some Things I’ve Learned over the Years - First some housekeeping. I will be launching a Delaware-based fund/partnership early next year with more details to come over the following several months ...
7 months ago
agnostic-investing

Updates Sierra Rutile, American Farmland - Sierra RutileThe 36 GBX merger consideration has hit the account yesterday. There was some hiccup in the meantime, but I just waited it out. Dams can be a ...
8 months ago
SimoleonSense

Restarting in 2017. - Dear Readers, It has been 4 years since I have actively managed this blog. SimoleonSense started in 2006 with a focus on helping intelligent individuals be...
8 months ago
10Q Detective

How Secure is Ferrellgas Partners'18-Percent Yield? - One might infer that the market has already discounted Ferrellgas Partners (FGP-$5.55) reported $628.8 million asset write-down of its disastrous 2015 acqu...
8 months ago
Hedge Fund Letters

Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
1 year ago
Columbia Financial Investment Group

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csinvesting

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13D Research

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8/06/2012

Summary Insider Trades on 08/03/12

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