ShadowStock ... Deep Value, Contrarian Investing: Nano Cap 2014 Insider Buys

My Blog List

Corner of Berkshire & Fairfax Message Board

Re: ALS.TO - Altius Minerals - Someones listening... "ALTIUS RE-ESTABLISHES NORMAL COURSE ISSUER BID " http://altiusminerals.com/uploads/ALTIUS-RENEWAL-OF-NCIB-Aug-20-2018-FINAL.pdf
9 minutes ago
The Big Picture

Death of Active Management Has Been Greatly Exaggerated - Active Money Management Isn’t Dead Yet There are five niches that should survive Bloomberg, August 13, 2018 There’s a line of argument in the finan...
1 hour ago
Scientific American Content: Global

Honest Liars: Dishonest Leaders May Be Perceived as Authentic - Donald Trump’s election suggests supporters view an outsider’s lies as symbolic protests against the establishment -- Read more on ScientificAmerican.com
1 hour ago
Crossing Wall Street

Morning News: August 20, 2018 - Qatar and Turkey Central Banks Sign Swap Agreement Greece’s Bailout is Ending. The Pain is Far From Over. Venezuela’s 95% Devaluation Adds to Chaos After […]
3 hours ago
Susan Weiner's Blog on Investment Writing

MISTAKE MONDAY for Aug. 20: Can YOU spot what’s wrong? - Can you spot what’s wrong in the image below? Please post your answer as a comment. I post these challenges to raise awareness of the importance of proof...
4 hours ago
FlowingData

World Cup play activity visualized like wind maps - A fun experiment by Neil Charles that used the aesthetics of wind maps… *Tags:* soccer, wind
6 hours ago
Daily Speculations

Regarding Mid-Terms, from anonymous - I speculate that if Dems take the house this will be bearish for stocks, to the extent this would damage the current pro-business regime. On the other hand...
20 hours ago
A Wealth of Common Sense

A Short History of Emerging Market Corrections & Bear Markets - Emerging market stocks as a group are dangerously close to the accepted definition of a bear market. Since peaking in late-January earlier this year, the M...
23 hours ago
Investing – 24/7 Wall St.

Alibaba, HP, Target and More Earnings Coming This Week - 24/7 Wall St. previews Alibaba, HP, Target and some of the other key stocks reporting earnings this coming week.
23 hours ago
value and opportunity

Metro AG – Post mortem - As I mentioned in the comments a few days ago, I sold my complete Metro position at around 12,30 EUR /share. Including a 0,70 EUR dividend, this translates...
23 hours ago
Abnormal Returns

Sunday links: desperate narratives - Subscribe! Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good...
1 day ago
The Reformed Broker

Advice for Young Investors - Bill Sweet and I have some answers......
1 day ago
The Irrelevant Investor

These Are the Goods - Articles We all have it now By Nick Maggiulli Investing is a difficult game, to begin with, but it becomes doubly so, when it becomes personal By Aswath Da...
1 day ago
Vintage Value Investing

Why My Firm Sold Short-Term Bond ETFs and Bought U.S. Treasury Bills - Recently my firm replaced all of our short-term bond exchange-traded funds with U.S. Treasury bills. The core motive for this decision was not to pick up...
1 day ago
25iq

Lessons for Business Founders from Tupac Shakur - There are many biographies of Tupac, all of which have aspects that someone probably will take issue with, so I won’t create my own version in this blog po...
1 day ago
the patient investor's blog

LCA 2Q18 Letter + thoughts on the problems we investors are trying to solve - LCA posted negative consolidated returns in 2Q18 and YTD. I wrote some reflections in the quarterly letter, here. I started that letter probably two months...
2 days ago
Visual Capitalist

Visualizing the Social Media Universe in 2018 - Explore the social media universe in this giant infographic, where every platform is a planet sized based on the amount of users it has. The post Visual...
2 days ago
The Mission - Medium

Your International Space Station Briefing - The Mission Newsletter, 8/17/18 “If you don’t make your own roadmap, you’ll be part of someone else’s.” — Sara Varni *More of The Best*Episode 79 of The M...
2 days ago
csinvesting

Case Study on Managing A Company - View the Town Hall Meeting At Barrick Gold https://www.barrick.com/news/news-details/2018/town-hall-with-john-thornton/default.aspx Q218-Town-Hall-Presenta...
2 days ago
Reminiscences of a Stockblogger

Catching the knife with Gran Colombia - This has been just a brutal week for my portfolio. I have been sliced and diced by the commodity bear market. I was prudent enough to exit all of my base...
2 days ago
The Felder Report

Why The Greenspan Put May Have Finally Expired - To access this post, you must purchase 1-Year Premium Subscription.
2 days ago
Value Investing Journey

Why Are These 8 Words So Important In Financials? - Why Are These 8 Words So Important In Financials? Out of everything I do, I love helping people learn and improve their skills and knowledge the most. Se...
3 days ago
Novel Investor

Happy Hour: Lessons from 2008 - It’s been 10 years since the financial crisis. Sometimes it feels like a lifetime ago. There were some rocky moments since, but overall things turned muc...
3 days ago
MicroCapClub

You Aren’t Going To Be Right All The Time - When you are trying to find great businesses early, intelligent fanatics early, before it’s obvious in the financials, there are a lot of moving parts an...
3 days ago
Nautilus

7 Awesome Solar System Destinations That Will Kill You - Facts So Romantic - *Even if you make it past the interplanetary radiation, you’re still confronted with any number of hazards, and they don’t stop once you land.*Image by S...
3 days ago
Canadian Diversified Investor

What the trade wars are really about - How competitive is the world’s car industry and what is TESLA’s share? Our cars are becoming more autonomous and better in quality by the day. Very excit...
3 days ago
The Grumpy Economist

Options on health insurance - Alex M. Azar, U.S. secretary of health and human services, published an interesting OpEd in the Washington Post, describing a clever health insurance innov...
3 days ago
TraderFeed

Changing How We See The World - One of the most important findings in psychology is that people make important changes in their lives when they are in the midst of deep emotional experie...
4 days ago
Brain Pickings

The Great Polish Poet and Nobel Laureate Czesław Miłosz on Love - "Who serves best doesn’t always understand."
4 days ago
Glenn Chan's Random Notes on Investing

What I’ve learned about short selling - The most disappointing thing that I’ve learned about short selling is that identifying frauds and scams is not as consistently profitable as it “should” be...
4 days ago
Altucher Confidential

382 – Joe Moglia: Double Reinvention: From Football Coach to CEO of Ameritrade & Back to Football - Joe Moglia completely reinvented himself. Twice… He went from college football coach to CEO of Ameritrade and then BACK to football (his first love). He ...
4 days ago
Musings on Markets

Deja Vu In Turkey: Currency Crisis and Corporate Insanity! - This has been a year of rolling crises, some originating in developed markets and some in emerging markets, and the market has been remarkably resilient th...
4 days ago
MFI Diary

New MFI Select Tranche - 8/15/18 - *New MFI Select Tranche - 8/15/18* Should have probably waited another day to start this tranche. It definitely started on the wrong foot. 8/15/2018 St...
4 days ago
CitronResearch.com - Andrew Left, Executive Editor

Tilray – Next in line in a Budding Cannabis Industry - The post Tilray – Next in line in a Budding Cannabis Industry appeared first on Citron Research.
4 days ago
Ivanhoff Capital

Is PetIQ Ready for a Monster Short Squeeze? - All charts in this post are powered by MarketSmith Keep an eye on PETQ tomorrow. They make pet medications and are growing at an impressive pace: 98% quart...
5 days ago
extra guac

Three Things Matter in Your Twenties - [Instead of telling kids they can be anything they want to be] Tell the kids the truth. You can be anything you’re good at…as long as they’re hiring. And e...
5 days ago
CFA Institute Enterprising Investor

Watch the Leverage! - “We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial...
6 days ago
Of Dollars and Data

We All Have It Now - On the Democratization of Information Photo: Pixabay In 1815 a mountain called Tambora erupted on the island of Sumbawa in Indonesia. Between 70,000-100...
6 days ago
Bronte Capital

Dear Bayer shareholders, what are you thinking? - Bayer is a life-sciences company. It sell drugs with litigation risks (especially Xarelto), it genetically modifies seeds (which I guess has litigation ris...
1 week ago
Barel Karsan

Eh, me: Yeah! - I was too chicken to buy shares of Aimia when they crashed last year. But thankfully I did pick up a position in the preferred shares, as discussed here. T...
1 week ago
backoftheenvelopeinvesting

Apetit H1/18 Pre-Commentary: Show Me the Money - I wrote investment thesis about Apetit about one year ago, which was based on sum-of-parts valuation and expected turnaround in troublesome Food Solutions ...
1 week 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.
1 week ago
Vitaliy Katsenelson Contrarian Edge

Being A Father - As I get older I find that I value material things a lot less. I am still partial to gadgets, but soft things like conversations, walks – experiences – h...
1 week ago
Base Hit Investing

China Thoughts and the Circle of Competence - I had a great week in China with Jake Rosser and Connor Leonard, two good friends and fellow investors. We spent our time visiting a few companies, talking...
1 week ago
Alpha Vulture

Comtrex Systems merger completed - Last Friday, the merger between Comtrex Systems (OTCMKTS:COMX) and Zonal Hospitality Systems closed. When I wrote about the company the stock was trading ...
2 weeks ago
Alpha Vulture

Comtrex Systems merger completed - Last Friday, the merger between Comtrex Systems (OTCMKTS:COMX) and Zonal Hospitality Systems closed. When I wrote about the company the stock was trading ...
2 weeks ago
Clark Street Value

KLX Inc: Boeing Merger, KLX Energy Services Spin - KLX Inc (KLXI) is familiar to many special situation oriented investors, it was a December 2014 spinoff of BE Aerospace (BEAV), BEAV has since been acquire...
2 weeks ago
Investing Caffeine

Arm Wrestling the Economy & Tariffs - Financial markets have been battling back and forth like a championship arm-wrestling match as economic and political forces continue to collide. Despite...
2 weeks ago
OTC Adventures

Aerocentury Internalizes Management – ACY - I have another interesting idea in the aircraft leasing industry: Aerocentury Corp. Aerocentury is a tiny aircraft lessor headquartered in California. The ...
2 weeks ago
Net Net Hunter

Don’t Get Caught In A Net Net Value Trap - How do you tell the difference between a bargain stock and a net net value trap? Bryan Shealy explains how to avoid value traps and huge investment losses...
2 weeks ago
NoNameStocks

The Intelligent Investing Podcast - I had the pleasure of being on the Intelligent Investing Podcast with Eric Schleien. This was the first time I've ever done a podcast and it was a lot of f...
3 weeks ago
Blog - Factor Investor

Conviction, evidence, and accepting ignorance - Coaches teach us the fundamentals of some activity. If there was an “ideal” investment coach, what fundamentals would she focus on? This is my current take.
3 weeks ago
The Rational Walk

Thoughts on Share Repurchases and Capital Allocation - The concept of share repurchases is not particularly complicated. Repurchase programs allow companies to allocate capital toward purchasing its own shares...
4 weeks ago
The Value Investing Blog of Old School Value

Prof Aswath Damodaran on Valuation - What You'll Learn - The most egregious mistakes made by investment professionals - Basic principles of the professors valuation and why pricing is differe...
4 weeks ago
GreenWood Investors

Second Quarter 2018 Letter: Mind the (Expectations) Gap - Our second quarter letter explores the primary driver of our recent performance: large gaps between trading consensus and reality. We have continued to ref...
4 weeks ago
Bull, Bear and Value

Portfolio Update - This blog is so devoid of recent entries that I felt compelled recently to post something, anything. Fortunately I have a lot of odds and ends I can updat...
1 month ago
Above the Market

Proof Negative - Everybody who gets married expects the marriage to work out. “You don’t ever think you’ll be apart,” Clueless actress Alicia Silverstone explained, after f...
1 month ago
What Works on Wall Street

Mistakes were Made. (And, Yes, by Me.) - It’s part of human nature to want to be right. It informs our view of our self, and, especially if we take a public stand, we commit to it much more stro...
1 month ago
INCERTO - Medium

Pedophrasty, Bigoteering, and Other Modern Scams - Clearing the discourse of abuses and abusersPedophrasty Definition: *Argument involving children to prop up a rationalization and make the opponent look li...
1 month ago
The Brooklyn Investor

JPM 2017 Annual Report (JPM) - It's been pretty quiet around here. This post has been sitting in the queue for a long time, so I figure I'll just get it out now. Things seem to be prett...
2 months ago
Distressed Debt Investing

A lot going on at Reorg - It has been an amazing 2018. For those that haven't heard: Warburg Pincus Announces Investment in Reorg Research I have never been more excited about all t...
2 months ago
Investing Rationally

Nam Tai – A Rocket Waiting to Launch - Nam Tai Property (NTP) is a property developer based in China. Currently it is in the process of developing two plots of land in Shenzhen. Although it is...
2 months ago
Gannon on Investing

The Importance of Talking to Yourself - In the most recent podcast, I talked about how useful it can be to just talk a stock idea through whether that is with someone a lot smarter than you, a ...
2 months 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...
2 months ago
Blog - Comus Investment, LLC

The Basics of Deep Value Investing - A few years ago I had a blog in which I used to post about the details of deep value investing and some of the methods by which an investor could go abou...
2 months ago
Fundoo Professor

“It seemed like a good idea at the time” - Oh, I just love this quote from Charlie Munger. He said those words in Wesco 2002 AGM “[Our investment in] USG obviously hasn’t worked out very well. It wa...
3 months ago
Classic Value Investors

Oroco is moving fast - I have been writing about Oroco Resources (OCO on TSX) recently. It is my largest position. Since I wrote about it last year, the price has gone up signifi...
3 months ago
Long Term Value Blog

Charter (CHTR)/GCI Liberty (GLIBA) - Well, Charter Communications (CHTR) stock tanked 15% on Friday (4/27/18), and you know me, I’m a sucker for something on sale! Yup, I picked up a position ...
3 months ago
Cigarrfimpar

Howard Marks Memo – Learning From Enron – 2002 - The first memo of 2002 is a long one. 21 pages to be precise. As the title will tell you, it focuses on the rise and fall of Enron and the lessons thereof....
4 months ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2018 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 4th, 2018 at...
4 months ago
Ockham's Notebook

The future of non-traded REITs - “All under heaven is in utter chaos. The situation is excellent.” Mao Zedong (1) Non-traded REITs, in most incarnations, have been reprehensible financi...
5 months ago
Asif Khan Blog

The chemistry of investing - Q: What happens when you add a risk free security with the efficient frontier? A: You get the capital market line (CML). Theoretically you can choose the ...
5 months ago
AdventuresinCapitalism

Kuppy Sighting... - [image: seraph] I will be speaking at the Seraph Global Investment Summit in Austin, Texas from March 5-8. More importantly, it’s an excuse to go to Aust...
6 months ago
The Investment Garden

Dorfman - Robot Portfolio - From time to time I read articles of John Dorfman who writes in a very readable form about stocks. Sometimes, I write a short blog post about it, e.g. here...
7 months ago
Canadian Value Investing

Top Investments for 2018 - *2017 Year in Review* 2017 was a continuation of one of the longest bull markets on record. Today North American stock markets are overvalued. Buyer beware...
7 months ago
Quartz - Medium

We’ve chosen the winner for the Atlas for Africa competition - We’re pleased to announce the winner of Quartz’s Atlas for Africa competition is Blaise Aboh from Nigeria. Over the last year, Quartz Africa has trained ...
7 months ago
Clear Eyes Investing

Where You Can Find Me - Hi everyone, I recently joined Ensemble Capital as a senior investment analyst and will be contributing posts to Ensemble's excellent blog, Intrinsic Inves...
7 months ago
Validea's Guru Investor Blog

Reasons to Worry About the Market in 2018 - Highlighting the fact that, as of December 1st, the world’s stock markets closed within “touching distance of $100 trillion for the first time,” a recent...
8 months ago
Hurricane Capital

Investing in Alphabet - This post is written by Mikael Tarnawski-Berlin. It was initially published in February 2017 on his blog www.pandium.se/blogg. Mikael is the portfolio mana...
8 months ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

Market Analysis: The Most Important Chart in the Market - Is the global equity market in the midst of a mid-1990s style nirvana moment, where sub-5% pullbacks are all the “bears” get while it rockets higher to new...
10 months ago
Punch Card Investing

New Contest From focused Compounding! - Focused Compounding is going to pay $350 to the author of the best idea posted to...
10 months ago
= Value = Venture

What’s the True TAM of Search? - For work and personal reasons I’ve taken a 3 year leave of absence from the blog. Now that I’m “working” for myself again, there will be plenty of time to ...
11 months ago
Cutting Through Noise

They Can’t All Be That SmartA Due Diligence Framework for Factor Strategies - Smart Beta is a label applied broadly to all factor-based investment strategies. In a recent WSJ article on Smart Beta, Yves Choueifaty, the CEO of Tobam, ...
1 year 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...
1 year ago
Columbia Financial Investment Group

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DATAROMA Invest Alongside Superinvestors

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Seth's Blog

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csinvesting

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ShadowStock ... Deep Value, Contrarian Investing

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9/20/2014

Nano Cap 2014 Insider Buys > Current Price

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