ShadowStock ... Deep Value, Contrarian Investing: Net Cash Greater than Market Price

9/25/2014

Net Cash Greater than Market Price

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My Blog List

The Grumpy Economist

Series on recession and financial crisis - Over the last few weeks we have had a series of discussions at Hoover on the 10th anniversary of the financial crisis and recession. This all happened ...
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Scientific American Content: Global

NASA's InSight Mars Lander Snaps Selfie, Surveys Workspace - The Red-Planet-probing spacecraft is on course to deploy its instruments in early 2019 -- Read more on ScientificAmerican.com
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MFI Diary

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The Big Picture

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Corner of Berkshire & Fairfax Message Board

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4 hours ago
Nautilus

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Spy The Lie - Wouldn't it be nice to know if someone was being dishonest with you? In Spy the Lie, former CIA officers teach you how to detect deception. The techniques ...
14 hours ago
Investing – 24/7 Wall St.

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18 hours ago
Vintage Value Investing

Housing Starts & Permits Near Cycle Troughs? - Just because housing was considered highly unaffordable in 2018 as interest rates rose doesn’t mean another housing bust is coming. Some areas with the h...
19 hours ago
Visual Capitalist

Visualizing the Rise of Co-Working Spaces - More and more startups are moving to co-working spaces, which provide a scalable office space solution. See more on why the co-working space is booming. ...
19 hours ago
Brain Pickings

Hermann Hesse on Hope, the Difficult Art of Taking Responsibility, and the Wisdom of the Inner Voice - "If you are now wondering where to look for consolation, where to seek a new and better God... he does not come to us from books, he lives within us... Thi...
20 hours ago
The Reformed Broker

5 hot posts I’m reading today - Busy week and it’s only Wednesday, so posting has been light here. Last night we assembled the firm’s Investment Committee and I took everyone out to dinne...
21 hours ago
Abnormal Returns

Wednesday links: sleeping well at night - Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good stuff...
21 hours ago
Novel Investor

What I Learned from the Most Popular Posts of 2018 - With a couple weeks left to the year, it’s time for a review. Like last year, I spent most of 2018 sharing what I found in books, articles, interviews, e...
22 hours ago
Value Investing Journey

Case Study Part 29 – Sign Up For The FREE Owners Earnings Training Webinar Now - This series is an ongoing live case study series. To see the earlier posts in this series, focused so far on Filipino companies, go here. To learn how I ...
1 day ago
CFA Institute Enterprising Investor

Whistleblowing: The Risks and Rewards - “You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.
1 day ago
A Wealth of Common Sense

Animal Spirits Episode 59: Late Cycle - On this week’s Animal Spirits with Michael & Ben we discuss: Why every market correction feels different. 2018 stock market losses are in line with histori...
1 day ago
The Irrelevant Investor

Animal Spirits: Late Cycle - On today’s Animal Spirits, we discuss: Sentiment washout and stocks still can’t bounce The Incredible Hulk of alternatives Money cannot buy rich people mor...
1 day ago
Glenn Chan's Random Notes on Investing

AMD and the death of the crypto-mining GPU - (AMD stock and its options are extremely liquid as AMD is one of the top 10 most traded stocks.) Previously, I’ve written about how AMD’s profitability has...
1 day ago
Clark Street Value

Mitek Systems: Elliott Bear Hug - Mitek Systems (MITK) is a small software company that a decade ago invented the image capture technology enabling check deposit now embedded in almost ever...
1 day ago
Altucher Confidential

7 Habits Of Highly Effective Mediocre People - Are there successful people who are known for being really lazy? Me. Because I religiously follow this: The 7 Habits of Highly Effective MEDIOCRE People....
1 day ago
OTC Adventures

Left for Dead: Manning & Napier – MN:NYSE - It’s no secret that the active investment management industry has seen better days. Decades of high fees and uninspiring returns have spurred investors to ...
1 day ago
MicroCapClub

Slow Down - The biggest impediment to long-term wealth creation is your desire to get rich as quickly as possible. You are going to run into people that got rich qui...
2 days ago
Susan Weiner's Blog on Investment Writing

The e-newsletter problem you don’t know about - Don’t get me wrong. Sending an e-newsletter is a great idea. I’ve gained thousands of dollars of business from my subscribers. But there’s an e-newslette...
2 days ago
Of Dollars and Data

My Favorite Investment Writing of 2018 - Plus My Favorite Books I Read This Year Photo: Pixabay I know the year isn’t over yet, but last year I wrote about my favorite investment writing of 2017...
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Ivanhoff Capital

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TraderFeed

Three Keys To Trading Performance - In the latest Forbes article, I share three important trading lessons that I have learned from Victor Niederhoffer. These are not the usual trading psych...
3 days ago
Canadian Diversified Investor

Is Alberta Separatism real? - I live now close to 47 years in Alberta and went through Trudeau 1 and 2. I always considered myself Canadian but it seems like when the Liberals are in po...
3 days ago
Daily Speculations

SPX and Death Cross, from Kora Reddy - 1. While the returns are not statistically significant during the periods of death cross since 1970, it could have avoided all but one bear markets (except...
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value and opportunity

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4 days ago
Blog - Comus Investment, LLC

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Musings on Markets

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Ockham's Notebook

Borrowing the east wind - Around 200 BC Chinese strategist Zhuge Liang first used a sales trick still re purposed by consultants and lawyers today. Zhuge Liang was an amateur mete...
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The Felder Report

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Base Hit Investing

Facebook Is Undervalued - As I mentioned in a note to my investors earlier this week, the spirit of the Holiday shopping season has been extended to certain parts of the stock marke...
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Vitaliy Katsenelson Contrarian Edge

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The Old Lion’s Framework -
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Alpha Vulture

Did I get screwed in the Sorrento Tech liquidation? - Last year I bought some shares of Sorrento Tech, formerly known as Roka Bioscience (NASDAQ:ROKA), on its last trading day, December 28, 2017. Today the fir...
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CitronResearch.com - Andrew Left, Executive Editor

At What Point Is MNK Selective Disclosure Complete Fraud? - The post At What Point Is MNK Selective Disclosure Complete Fraud? appeared first on Citron Research.
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csinvesting

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The Value Investing Blog of Old School Value

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The Brooklyn Investor

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the patient investor's blog

On thanksgiving - I've liked this poem "Desiderata" by Max Ehrmann since I first saw it in college in Baltimore. I know it's a bit sentimental and cliched, and I realize it ...
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The Rational Walk

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25iq

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Stalwart Investment Advisors

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Classic Value Investors

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Mathematical Investor

The Problem With Financial Oracles - Machine learning in finance In recent years, machine learning techniques and big-data facilities have become quite popular in the finance and investment...
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Reminiscences of a Stockblogger

Comments on RumbleOn and Liqtech, also Smith-Micro and Vicor - I wrote a couple of lengthy responses in the comment section that I have reproduced here. One was on RumbleOn (here). The other was about Liqtech (here)....
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Gannon on Investing

Revisiting the Stock Reports at Focused Compounding: Ark Restaurants (ARKR), BWX Technologies (BWXT), and Bank of Hawaii (BOH) - When someone joins Focused Compounding – *use the promo code “BLOG” to save $10 a month* – they get immediate access to the Singular Diligence archives. ...
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extra guac

This Salad Tastes Too Good - Truth never damages a cause that is just. — Mahatma Gandhi It is a fact of life that the healthier a salad is, the worse it tastes. You already know how t...
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Investing Rationally

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Above the Market

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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.
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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.
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quoth the raven research

Why Musk Reveal as GOP Donor Could Hit Tesla Shares - Elon Musk’s public persona is coming unraveled and it could have a negative effect on Tesla (TSLA) as well as the press that it gets. As I have written man...
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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...
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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...
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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...
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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...
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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 ...
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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....
8 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...
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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 ...
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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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Punch Card Investing

New Contest From focused Compounding! - Focused Compounding is going to pay $350 to the author of the best idea posted to...
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= 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 ...
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Cutting Through Noise

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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...
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Singapore Investment Bloggers

- *Welcome to Singapore Investment Bloggers!* This site provides an updated listing of investment blogs based in Singapore. If you would like your blog to ...
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Fundoo Professor

The Amit Wadhwaney Lecture - My friend Amit Wadhwaney, whom I have now known for almost a decade, and who until recently was Portfolio Manager with Third Avenue Managment, delivered an...
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Columbia Financial Investment Group

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The Mission - Medium

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DATAROMA Invest Alongside Superinvestors

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Seth's Blog

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9/25/2014

Net Cash Greater than Market Price

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