ShadowStock ... Deep Value, Contrarian Investing: Ideas Prompted by Recent Insider Activity (Additional Metrics)

My Blog List

Scientific American Content: Global

DNA Points to Multiple Migrations into the Americas - DNA analysis of skeletons found in the Pacific Northwest backs up traditional oral histories, and suggests there could have been more than one colonization...
18 minutes 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...
1 hour 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...
2 hours ago
The Reformed Broker

Clips From Today’s Halftime Report - ...
3 hours ago
The Big Picture

FT 300: Top Registered Investment Advisers - click for full list We are honored to announce that our firm, Ritholtz Wealth Management, has been named to the FT 300 list for 2017. This is a ranki...
4 hours ago
Vintage Value Investing

Quote of the Week: A Girl in a Convertible is Worth Five in the Phone Book - Read more great articles at Vintage Value Investing.
5 hours ago
Investing – 24/7 Wall St.

Thursday’s Biggest Winners and Losers in the S&P 500 - The only outstanding sector in the S&P 500 was health care which was positive across the board. This was the result of republicans releasing their new heal...
5 hours ago
The Mission - Medium

The Key to Finding Balance in Your Life - During one of my first coaching stops, our head basketball coach would always tell our team after each game, “You’re never as good as you think you are w...
5 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...
6 hours ago
Validea's Guru Investor Blog

Keys to Success from Bogle, Buffett and Others - In a recent Forbes article, Validea CEO John Reese shared seven keys to investing success from such legends as Warren Buffett, Joel Greenblatt, Jack Bogl...
7 hours 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...
8 hours ago
Abnormal Returns

Thursday links: complaining is not a strategy - List: Seven books Josh Brown is going to read this Summer including Barking Up the Wrong Tree: The Surprising Science Behind Why...
9 hours 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...
11 hours ago
CFA Institute Enterprising Investor

Recovery or Expansion? Abby Joseph Cohen, CFA, on the US Economy - The US economy is not just in recovery, it is now in an expansion, according to Abby Joseph Cohen, CFA.
11 hours ago
Crossing Wall Street

DryShips Reverse Splits Again - This morning, shares of DryShips (DRYS) are having another reverse stock split. This will be their 1-for-5 and it’s DRYS’s seventh reverse in the last […]
12 hours 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...
13 hours 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...
15 hours ago
Nautilus

Why Your Brain Hates Other People - Issue 49: The Absurd - As a kid, I saw the 1968 version of *Planet of the Apes*. As a future primatologist, I was mesmerized. Years later I discovered an anecdote about its fil...
18 hours 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. ...
1 day 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...
1 day 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 day 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...
1 day 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...
1 day 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 ...
2 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 ...
2 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...
2 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...
2 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....
3 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...
3 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 ...
4 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...
4 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...
4 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...
4 days ago
Canadian Diversified Investor

Responsible share ownership and drill cuttings in oil and gas wells - In the current economic climate, oil and gas operators do everything to cut costs – sometimes to absurd levels. The horizontal well multi-stage fracking r...
5 days ago
GreenWood Investors

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

What We're Reading - Here are a few good articles the Collaborative Fund team came across this week. *The burden of experience* This is so important: Stanley Druckenmiller ...
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
Barel Karsan

Homo Deus - I really enjoyed Harari's book Sapiens: A Brief History of Humankind so I was excited to read his latest, Homo Deus: A Brief History of Tomorrow. It was go...
2 weeks 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
17 Mile | Event-Driven, Value-Oriented Investment Diary

Special Situations: Fannie Mae Millstein & Co Proposal October 2014 - Fannie Mae October 10, 2014 Special Situations: Millstein & Co. Proposal DISCUSSION Many thanks to Robert King (@robertqking) for sharing two testimonies b...
2 years ago
Columbia Financial Investment Group

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csinvesting

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13D Research

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ShadowStock ... Deep Value, Contrarian Investing

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8/19/2013

Ideas Prompted by Recent Insider Activity (Additional Metrics)

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