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

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The Mission - Medium

Changing Rejection to Feedback - Originally published by GrowthX Academy by Jonathan Jardim. The amber California sun shone brightly through the windshield as I pulled into the Emergency...
5 minutes ago
Scientific American Content: Global

40 is Considered Old in Senate GOP Health Plan - People at that age who receive subsidies for care would see big changes -- Read more on ScientificAmerican.com
1 hour ago
Vintage Value Investing

Are Dividend Stocks Right for You? (Plus the Best Dividend Stocks to Buy Right Now) - Many investors think that dividend stocks are only for stodgy portfolios or retirees. Whether you are a newbie or are on the brink of retiring, you get q...
1 hour ago
Canadian Diversified Investor

Buying good assets at a good price – aim for 6% plus inflation returns – tax efficiently - What is investing? At its core, investing is allocating money to things that make money in terms of appreciation or income or… both. A liability is someth...
2 hours ago
Validea's Guru Investor Blog

Gundlach: Washington Establishment Trying to Stall Trump Agenda - DoubleLine Capital’s Jeffrey Gundlach thinks Washington is trying to get in the way of President Trump’s agenda by “running out the clock on his administ...
2 hours ago
Abnormal Returns

Friday links: rest and reassess - List: The best books about the history of technology including The Box: How the Shipping Container Changed the World by Marc Levinson. ...
3 hours ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

BRK/HCG - In a rather embarrassing refutation of a prominent short seller’s longstanding short thesis (i.e. that HCG is a donut), BRK took a nearly 40 percent stake ...
3 hours ago
Investing – 24/7 Wall St.

JC Penney, Fitbit to Get Dumped From Russell 1000 Index - The FTSE Russell 1000 and Russell 2000 indexes will be reshuffled at the end of Friday's trading session. A host of well-known names will change places, wi...
4 hours ago
The Reformed Broker

Opposite Day - This is backwards. It’s also the reason God sent financial advisors into the world. Unless the bulk of these millennials are on the verge of buying their f...
6 hours ago
The Big Picture

Is Your Job At Risk? - Very cool interactive graphic from Bloomberg; this is a static chart but the live one is much more dynamic. Click for interactive graphic Source: Bloom...
6 hours ago
Crossing Wall Street

CWS Market Review – June 23, 2017 - “Your ultimate success or failure will depend on your ability to ignore the worries of the world long enough to allow your investments to succeed.” […]
7 hours ago
Nautilus

What It’s Like to Be an Ant - Facts So Romantic - *The idiosyncrasies of our social and cultural lives significantly influences our conscious and unconscious responses to the smells of others and our beh...
12 hours ago
Barel Karsan

Shantaram - Shantaram is a terrific novel based on the author's true story as an Australian prison escapee who works his way through the slums and criminal underworld ...
14 hours ago
CFA Institute Enterprising Investor

Weekend Reads: Classic Papers for Lasting Learning - This weekend, Will Ortel invites readers to learn something that will last with the help of Google’s recently released Classic Papers feature.
15 hours ago
A Wealth of Common Sense

Patience Exemplified - The technology bubble during the late-1990s will likely go down as one of the most difficult market environments ever for fundamental investors. Growth str...
18 hours ago
Daily Speculations

A Failing of Modern Medicine, from Bo Keely - One failing of modern medicine is that tests, which control future diagnoses and treatments across the board, are generally conducted on a small sampling f...
20 hours ago
Altucher Confidential

Give Yourself Permission To do THIS (and “things” I miss)… - When I threw out all of my belongings and started living in AirBnBs (I don’t own or rent), people say, “Ohh! That must be so freeing!”. I don’t know. I k...
23 hours ago
Collaborative Fund

The Reasonable Formation of Unreasonable Things - Few things have as much impact on your lifetime investment returns as the decisions you make during bubbles. But few things are as controversial. Bubble...
1 day ago
Brain Pickings

The Muskrat and the Meaning of Life: Loren Eiseley on Reclaiming Our Sense of the Miraculous in a Mechanical Age - "We forget that nature itself is one vast miracle transcending the reality of night and nothingness. We forget that each one of us in his personal life rep...
1 day 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 day ago
MicroCapClub

Concentrating on a Few Companies is a Great Way to Learn Investing - The financial world preaches diversification because it’s safe and comfortable, but often times to learn and excel you need to be uncomfortable. The poin...
1 day ago
The Value Investing Blog of Old School Value

The Rubicon Project (RUBI) is a Screaming Bargain - What You'll Learn - One big reason why prices are inefficient - Why Rubicon is a selling so cheap - Valuation numbers I look at Rubicon sells a technology...
1 day ago
Paste - Recently Added

Summer Gas Prices Fall, But Is That Really a Good Thing? -
1 day ago
Musings on Markets

Uber's bad week: Doomsday Scenario or Business Reset? - Uber just cannot seem to help itself, finding a way to get in the news, and often in ways that leave its image in tatters. You could see this pattern in fu...
1 day ago
Hurricane Capital

Jeff Bezos and the Power of the Amazon Model - Here’s an interview with Warren Buffett – published February 27, 2017 on CNBC – where Buffett talks to Becky Quick about retail, Jeff Bezos, and the power ...
1 day ago
Reminiscences of a Stockblogger

Adding to one of the few ideas that is working: Empire Industries - My portfolio has been behaving poorly over the last month and a half. I’ve had very little confidence to add to positions in the face of these headwinds. ...
2 days ago
Quartz - Medium

Not all data are equal — especially in Africa - Reporting with data is supposed to be less messy than dealing with humans. Each spreadsheet column is an set of facts. We don’t have to trust someone’s o...
2 days 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...
2 days ago
Susan Weiner's Blog on Investment Writing

Word repetition—good or bad? - “Can I repeat this word throughout my report, or is it better to mix things up?” That’s a question I hear sometimes. Many people think that repetition is...
2 days ago
Ivanhoff Capital

The Hard Truth About Investing - Most people (passive and active investors) don’t get average market returns. The market averages, the S & P 500s of the world, have actually achieved a lot...
2 days ago
value and opportunity

HP Enterprise (HPE) – Spinning-off its way to happiness ? - DISCLAIMER: THIS IS NOT INVESTMENT ADVICE. PLEASE DO YOUR OWN RESEARCH !!!!! Management summary: HPE, the enterprise arm of the old HP looks attractive on ...
3 days ago
Of Dollars and Data

Bitcoin and the Power of Belief - Why Cryptocurrencies are No Different From Most Other Risky AssetsPhoto: Pixabay In the past few weeks, a few things have happened that have led me to do ...
3 days ago
Alpha Vulture

Sapec announces plan to go private at €60/share - Yesterday at the end of the evening the story broke that the family controlling Sapec want to take the company private at €60/share after the payment of th...
3 days ago
Sharpe Returns

Asset Allocation Part 1: The Basics - Source: Randy Glasbergen, www.glasbergen.com As investors, we want to reap the power of compound interest over the long-run. That is how we build real weal...
3 days ago
csinvesting

An Example of an Industry Analysis; Hedge Fund Quiz - https://youtu.be/gfvAIor53Ig A 22-minute video covering the uranium industry. An excellent example of how to approach a deeply cyclical resource industry....
4 days ago
Investing Caffeine

The Art & Science of Successful Investing - As I described in my book, How I Managed $20,000,000,000.00 by Age 32, I believe successful investing is achieved by integrating aspects of both art and sc...
4 days ago
Glenn Chan's Random Notes on Investing

How to track changes in a webpage - There is a free website called Change Detection that can send you email alerts whenever a webpage changes. I use it to keep track of: Hedge fund letters, ...
4 days ago
Ockham's Notebook

Backgammon and Life Philosophy - Backgammon: the cruelest game provides a guide to some key principles of backgammon, and contains analysis of several games between top players. It also ...
5 days ago
TraderFeed

When Discipline Works--And When It Doesn't - Trader A has a preferred trading style. It might be a momentum style; it might be a directional style. It's a style that fits Trader A's personality and...
5 days ago
The Irrelevant Investor

These Are the Goods - Articles This may be the first bull market in history that featured layoffs on Wall Street. By Josh Brown Once you have hit an all time high, the very next...
5 days ago
25iq

How would Ann Miura-Ko have reacted if Bill Gates had walked into her office in 1975? - Ann Miura-Ko is a Partner at the venture capital firm Floodgate. She is a lecturer in entrepreneurship at Stanford. Prior to co-founding Floodgate, she wor...
5 days ago
GreenWood Investors

The Battle For Whole Foods Isn’t Over -
6 days ago
NoNameStocks

Aggressive Change at DPW - Digital Power Corporation (DPW) is a $4M market cap electronic power supply company under new ownership as of 8 months ago. The ship has turned towards exp...
1 week ago
AdventuresinCapitalism

Ready, AIM, Sell?? - I have spent much of my career looking for strong macro trends that will drive the performance of individual companies. However, over the past few years...
1 week ago
Bronte Capital

Canadian non-standard mortgages: a state of play - Regular readers of this blog will be aware that Home Capital Group - a Canadian non-standard mortgage lender - is in financial trouble. The gossip is that ...
1 week ago
Clark Street Value

Merrimack Pharmaceuticals: Broken Biotech with CVR-like Optionality - Over the last couple months I've been developing a basket of small broken biotechnology companies that all peaked around the sector's euphoric days in 2015...
1 week ago
Vitaliy Katsenelson Contrarian Edge

Finding High-Quality Companies Today - This article was featured in John Mauldin’s Outside the Box newsletter. Last week in Outside the Box, Jim Mellon shared some good advice on picking stock...
2 weeks ago
OTC Adventures

Ocean Yield ASA – OCY:Oslo / OYIEF:OTC - Just a quick post today to talk about what I think is a very interesting company – Ocean Yield ASA. The company was created in 2012 from assets owned by th...
2 weeks 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 weeks 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 weeks ago
INCERTO - Medium

The Merchandising of Virtue - *(Excerpts from Skin in the Game) Sontag is about Sontag — Virtue is precisely what you don’t show* I will always remember my encounter with the writer a...
3 weeks 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...
4 weeks ago
Cigarrfimpar

Lessons about leases and liquidation value: a bebe stores, inc case study - I got a comment in the BEBE analysis post related to their $186M in operating lease obligation and what my view was as the company announced that they are ...
4 weeks ago
backoftheenvelopeinvesting

Ferronordic prefs update: IPO conversion special situation - In its Q1’17 report Ferronordic Machines, a Swedish Volvo construction equipment dealer operating in Russia, announced that it’s taking first steps to (lon...
4 weeks 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...
4 weeks ago
Clear Eyes Investing

Making the Leap from a Liberal Arts Major to a Finance Career - I recently heard a presentation by Paul Smith, the president of the CFA Institute. One of the data points he shared was that, among CFA Charterholders over...
4 weeks 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...
5 weeks ago
Base Hit Investing

Berkshire Meeting Notes – Daily Improvement, Business Evolution, and Investment Strategy - Last week I headed to Omaha to attend Berkshire Hathaway’s annual meeting. Nowadays, there is less of a reason to attend the meeting in person because it i...
1 month ago
Value Investing Journey

Interviewed By Eric Schleien of The Intelligent Investing Podcast - Interviewed By Eric Schleien of The Intelligent Investing Podcast A couple of months ago Eric Schleien – @EricSchleien on Twitter – asked if I’d like to ...
1 month ago
Long Term Value Blog

Sale of Aviat Networks (AVNW) and 3 purchases - I haven’t been posting much recently; I’m a little gun shy since shares in the companies I wrote about in my last 2 posts dropped 30%+ after I mentioned th...
1 month ago
Fundoo Professor

Some Thoughts on Visual Thinking - http://bit.ly/2pNwEtUFiled under: Security & Business Analysis
1 month ago
Classic Value Investors

Ecuador Mining Industry to Grow Eightfold by 2021 - Ecuador, until recently only known by its oil resources, will continue to attract investors to its mining sector, with the value of the dawning industry se...
2 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...
2 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...
2 months ago
Above the Market

I Hope This Doesn’t Describe You - The new issue of Research magazine is now available online. Its theme is evidence-based investing. I encourage you to read it in its entirety. My contribut...
2 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...
2 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...
3 months ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2017 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 5th, 2017 at...
3 months ago
Net Net Hunter

Your Essential Guide to Peter Cundill Investing - How did Peter Cundill earn one of the best investment records of all time? By focusing on cheap, beaten down, international deep value stocks. Get the de...
3 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...
3 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...
3 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...
3 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...
3 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 ...
4 months ago
Joshua Kennon

Letter from a Birmingham Jail by Dr. Martin Luther King Jr. - Letter from a Birmingham Jail by Dr. Martin Luther King Jr. In recent months, I’ve found myself reflecting upon what I consider to be one of the most imp...
5 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...
5 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...
5 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 ...
6 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 ...
6 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...
6 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...
6 months ago
Columbia Financial Investment Group

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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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