ShadowStock ... Deep Value, Contrarian Investing: Value Based Insider Buys 08/27/12

My Blog List

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...
1 hour ago
Paste - Recently Added

Brand New Surprise-Releases New Album Science Fiction -
2 hours ago
The Big Picture

The Milky Way - Your late night palette cleanser to wipe away all of the days news: click for ginormous graphic Source: New Scientist The post The Milky Way appeared...
3 hours ago
The Reformed Broker

Scott Galloway and Aswath Damodaran on Bitcoin vs Gold - ...
3 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...
4 hours ago
Scientific American Content: Global

Social Media Sites Can Profile Your Contacts - Why you should think twice before you give an app access to your phone’s address book. -- Read more on ScientificAmerican.com
5 hours ago
Validea's Guru Investor Blog

Building an Investment Checklist - By John P. Reese In this year’s letter to Berkshire Hathaway shareholders, Warren Buffett refers to the conglomerate’s “gradual shift from a company obta...
7 hours 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."
9 hours ago
Investing – 24/7 Wall St.

Thursday’s Biggest Winners and Losers in the S&P 500 - Thursday was a very down day for the markets, in fact it was the worst trading day since May 17, 2017. Practically everything was negative on the day and t...
9 hours 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...
9 hours ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 2001 - From the 2001 letter I have picked extracts of wisdom related to the following topics: absolute vs relative performance; mean reversion; underwriting disci...
9 hours 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...
10 hours ago
The Mission - Medium

The Placebo Effect Is A Lie - Which one is real? Photo by Twenty20. *Originally posted by **Seth Miller** at **perspicacity.xyz** on October 4, 2016.* This is a story about placebos. ...
11 hours ago
Abnormal Returns

Thursday links: a re-mapping project - List: These are the 17 books on the long list for the FT & McKinsey business book of the year award including Hit...
11 hours ago
Crossing Wall Street

Morning News: August 17, 2017 - Japan Reports Trade Surplus in July as Exports Rise Again Bank of England’s Caution Is Justified. What Happens When It Isn’t? Fed Policymakers Grow More […]
18 hours 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...
19 hours ago
Nautilus

Where the Wild Things Go - Issue 51: Limits - *Elephants* When I sat down with Iain Douglas-Hamilton at his home in Nairobi to learn how he went from deploying the first radio collars on elephants in...
22 hours 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...
1 day 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...
2 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...
2 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...
2 days ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

Market Analysis: “Downtown” - As noted this morning, I ignored the oversold reading on the 14-day average RSI chart to my forecasting peril. But while of course the bulls are out claimi...
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...
3 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...
3 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 ...
3 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...
4 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...
4 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...
4 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...
4 days ago
GreenWood Investors

Take-Outs and the Illusory IRR -
5 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 ...
5 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...
5 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 ...
5 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...
6 days 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...
6 days ago
Collaborative Fund

What We're Reading - Here are a few good articles the Collaborative Fund team came across this week. *Rebound* Detroit is on an upswing: Tech employment in Detroit is now a...
6 days 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...
6 days 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
Vitaliy Katsenelson Contrarian Edge

Don’t Blame Amazon for The Ice Age in Retail - In my latest 2 minutes and 29 seconds of fame, I was on Fox Business discussing why Amazon should not be blamed for all the troubles in retail-land. Yo...
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...
1 week 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...
1 week 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...
1 week 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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Seth's Blog

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csinvesting

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13D Research

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ShadowStock ... Deep Value, Contrarian Investing

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8/27/2012

Value Based Insider Buys 08/27/12

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