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

My Blog List

Corner of Berkshire & Fairfax Message Board

Re: Teen hedge fund manager - Wohl Capital - Value^2, Any comments?
2 hours ago
Visual Capitalist

The Rise of Online Dating, and the Company That Dominates the Market - For the first time, more people meet online than any other way. Growth in online dating has created a giant market - and one company wants to own it all....
4 hours ago
Scientific American Content: Global

Was Thomas Kuhn Evil? - Filmmaker Errol Morris, once Kuhn’s grad student, accuses him of being a bad philosopher and bad person. -- Read more on ScientificAmerican.com
6 hours ago
The Reformed Broker

A Missing Caveat to Last Week’s Sell-Off - The chart you need to see if you're buying the dip ...
7 hours ago
The Big Picture

MIB: Roger Ibbotson of Yale, Ibbotson Associates, and Zebra Capital - This week, we speak with Roger G. Ibbotson, Professor Emeritus of Finance at Yale School of Management. He is also Chairman and CIO of Zebra Capital Mana...
10 hours ago
Abnormal Returns

Saturday links: getting a bad rap - 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...
11 hours ago
Investing – 24/7 Wall St.

5 Buy-Rated Stocks Under $5 With Massive Implied Upside Potential - We screened our 24/7 Wall St. research database and found five stocks trading under the $5 level that could prove exciting additions to portfolios looking ...
13 hours ago
The Irrelevant Investor

These Are the Goods - Articles Don’t ever feel sorry for a vendor. He knows what he can sell for, and we want his bottom price.’ By Zack Kanter Free money on the sidewalk is a...
18 hours ago
Vintage Value Investing

Key Recession Signal That’s Not The Yield Curve - Despite the late selloff on Friday, it’s safe to say investors buying stocks at current levels believe the decline in earnings will begin and end in Q1 2...
1 day ago
The Grumpy Economist

Concentration increasing? - Is the US economy getting more concentrated or less? At the aggregate level, more. This is a widely noted fact, leading quickly to calls for more active go...
1 day ago
The Mission - Medium

Prepare To Get Your Groove On - The History of Funk “Funk is the absence of any and everything you can think of, but the very essence of all that is. And saying that, I’m saying funk is a...
1 day ago
valueDACH

Links of the week 63 with Yefei Lu, Axel Krohne, Henrik Stang Heffermehl - [image: Links of the week] Concepts & Ideas & Books Value and opportunity on Atomic Habits Chris Mayer with a good piece on the question: Are we trying to ...
1 day ago
FlowingData

Tax changes for different groups - There’s less than a month until taxes are due. It’s the most wonderful… *Tags:* Bloomberg, taxes
1 day ago
Alpha Vulture

Retail Holdings announces sale of Singer Bangladesh - Retail Holdings announced today that a 54.1% owned subsidiary has entered into an agreement to sell their whole stake in Singer Bangladesh for $75 million....
1 day ago
Alpha Vulture

Retail Holdings announces sale of Singer Bangladesh - Retail Holdings announced today that a 54.1% owned subsidiary has entered into an agreement to sell their whole stake in Singer Bangladesh for $75 million....
1 day ago
CitronResearch.com - Andrew Left, Executive Editor

The poster child for Institutionalized Academic Cheating - The post The poster child for Institutionalized Academic Cheating appeared first on Citron Research.
1 day ago
A Wealth of Common Sense

Why Are IPOs Oversubscribed? - Levi Strauss created the first pair1 of blue jeans in 1873. He went to San Francisco to make his money in the gold rush but found more success using denim ...
1 day ago
TraderFeed

Overnight Versus Day Performance in SPY: What It Might Mean For Your Trading - Note the blue and red lines in the chart above. If you were to just look at those, you would conclude that they are totally separate instruments. Trend ...
1 day ago
Novel Investor

John Maynard Keynes on Concentration - I shared Charlie Munger’s take on concentrated portfolios a few weeks ago. For similar reasons, I thought I’d share John Maynard Keynes’s view on it as w...
1 day ago
MFI Diary

MFI Getting Toasted, Yet Again - *MFI Getting Toasted, Yet Again* Sometimes I think just buying the index would be cheaper, less time-consumer and more effective. March so far has been h...
1 day ago
Crossing Wall Street

Morning News: March 22, 2019 - Oil Prices Could Stay High, Thanks to Vladimir Putin and OPEC Manufacturing Slump Deals Another Blow to Europe’s Economic Outlook Drug Company Protections ...
1 day ago
Daily Speculations

Thucydides Trapping, from Stefan Jovanovich - First, what Thucydides actually wrote (courtesy of someone who actually reads Greek): The "aitia" (real cause) of the war was the Spartans' fear of the Ath...
1 day ago
Above the Market

We Are All Active Managers - We have all heard the arguments about the flaws of active management and we all should have looked closely at the underlying data: active managers generall...
2 days ago
CFA Institute Enterprising Investor

Investments That Ride a Generational Wave - “People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.
2 days ago
Yet Another Value Blog

Brewing up some March Madness $BREW - I generally try not to write updates on ideas (except for Charter (CHTR; disclosure: long); there you get an update basically every quarter!), but I figure...
2 days ago
Vitaliy Katsenelson Contrarian Edge

Stock Investors: You Have Nothing to Fear but Fear Itself - This article is Part 1 of a 3-part series discussing how investors can avoid acting irrationally. Read Part 2 and Part 3. The stock market is not your fr...
2 days ago
Nautilus

How to Improve Political Forecasts - Issue 70: Variables - The 2020 Democratic candidates are out of the gate and the pollsters have the call! Bernie Sanders is leading by two lengths with Kamala Harris and Eliza...
2 days ago
Mathematical Investor

Majority of highest-earning hedge fund managers and traders are at quant firms - Forbes’ list of highest-earning hedge fund managers and traders Forbes has released their 2019 list of the twenty highest-earning hedge fund managers and ...
3 days ago
Ivanhoff Capital

Top 1% Stocks To Keep An Eye On - All charts in this post are powered by MarketSmith High-momentum stocks can be excellent sources of swing trades because they tend to make big moves in bot...
3 days ago
Ockham's Notebook

The 4d chess strategy behind Yang’s circumcision comment - Why does Andrew Yang seem to care so much about circumcision? One possibility is it is just a weird obsession of his. I’m not a medical doctor but neithe...
3 days ago
Fundoo Professor

Moneylife Lecture - I delivered my 4th Annual Moneylife Lecture recently. You can watch it from here (paywall, no payments to me).
3 days ago
Brain Pickings

Crescendo: A Watercolor Ode to the Science, Strangeness, and Splendor of Pregnancy - From sesame seed to selfhood, a lyrical serenade to the astonishing process by which we all enter the world.
3 days ago
Barel Karsan

Pre-suasion - Though I was a huge fan of Influence, I kept pushing Cialdini's latest book Pre-Suasion further into my reading backlog. I figured the first book pretty mu...
4 days ago
Reminiscences of a Stockblogger

Week 401: Treading Along - Portfolio Performance Thoughts and Review Treading water might be the best way to describe my portfolio performance. I haven’t participated much in the ra...
4 days ago
Of Dollars and Data

We All Make Mistakes - Why Even the Greatest Investors Are Not Immune From Error Photo: SplitShire on Pixabay Harry Markowitz. The man who popularized diversification with the...
4 days ago
Susan Weiner's Blog on Investment Writing

Boost your writing productivity with Theo Pauline Nestor - If you’re like me, you sometimes start writing something, but get distracted partway through it. I’m trying an exercise in Theo Pauline Nestor’s Writing ...
4 days ago
the patient investor's blog

Friday Filings Portend Potential Positives at QRHC - As I was digesting QRHC's 2018 results last week, I thought: "you know, the CEO deserves a lot of credit." He's taken QRHC from ($1.8M) EBITDA to +$2.3M in...
5 days ago
csinvesting

Discussion on Short Selling - An excellent video discussing short selling and the changing nature of managing money. Listen to the first 30 minutes. About the only edge left is to be a ...
5 days ago
Altucher Confidential

I Didn’t Want Her To Be Born. And Then… - I didn’t want her. I thought to myself, how can I love anyone as much as I love Josie (her older sister)? And then Mollie was born. When a baby is born t...
5 days ago
Stalwart Investment Advisors

India’s Market Leaders: My 10 Key Observations - Here’s my March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter: One common advice I find veteran investors passing on to next-generati...
5 days ago
Investing Caffeine

Podcast 3/17/19: Week in Review and BREXIT - The Weekly Grind podcast is designed to wake up your investment brain with weekly overviews of financial markets and other economic-related topics. Episode...
5 days ago
value and opportunity

Book review: James Clear – “Atomic Habits” - Although I usually stay away from “self-improvement”” books, I bought the book as it has been recommended in a blog. In short, this is one of the best book...
6 days ago
quoth the raven research

Exclusive: Ross Gerber’s Response to Questions about His Educational Background - If you enjoy QTR’s content, including any independent journalism, podcasts or social media accounts, please consider becoming a QTR Patron and supporting h...
1 week ago
Quartz - Medium

Should technology be more human? - Affectiva uses facial recognition to interpret human emotion in real time. During her studies at Cambridge University, computer scientist and engineer Rana...
1 week ago
The Felder Report

‘The Most Attractive Buying Opportunity Of Our Lifetimes’ - 10 years ago this week, I wrote a post here that I’m sharing again now because I think it’s important to remember just how difficult it is to do the...
1 week ago
Classic Value Investors

Core Gold – Lawsuit in the Making? - According to Investopedia.com Board of Directors is a group of individuals elected to represent shareholders. In other words, the Board of Directors should...
1 week ago
The Value Investing Blog of Old School Value

Efficient Markets Hypothesis vs. Deep Value Investing - Investors who fail to leverage deep value strategies are leaving a lot of money on the table. What you don't know will hurt you. This post was first publ...
1 week ago
Musings on Markets

Lyft Off? The First Ride Sharing IPO! - Last week, Lyft became the first of the ride sharing companies to announce plans for an initial public officering, filing its prospectus. It is definitely ...
2 weeks ago
Blog - Comus Investment, LLC

Markets, Contrarianism, and Popular Opinion - I don’t want to give the impression that investing has much in common with gambling, but the nature of competition and the distribution of profits between ...
2 weeks ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2019 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. *2019 Yellow BRKers details:* Friday May 3rd from 4 PM...
2 weeks ago
Canadian Diversified Investor

Republic of Western Canada if the East doesn’t change its ways? - How could it happen that fast? A recent Angus Reid poll reported by the National Post (and ignored by the Globe and Mail) found that 50% of Albertans are...
3 weeks ago
Asif Khan Blog

The start of EDGE Bangladesh mutual fund and our research services - In my last post written yesterday, I discussed about the decision to quit my job to start two companies. Now I will discuss the two businesses that we have...
3 weeks ago
Value Investing Journey

2018 Performance Review – First Subpar Year – Still Crushing The Market - *** Correction… I noticed a mistake I made when calculating Buffett’s Returns while doing my 2018 Performance Review. The numbers below are now the corr...
3 weeks ago
Distressed Debt Investing

Reorg M&A Coverage of NXTM/FMS FTC Approval - Reorg's M&A product has really taken off of late with expanded coverage of all things merger and merger arb related. Here is an example of one of our stori...
3 weeks ago
The Rational Walk

Warren Buffett Moves the Goalposts! - Warren Buffett released his 2018 annual letter to Berkshire Hathaway shareholders last weekend which, of course, prompted investors and journalists to set ...
3 weeks ago
backoftheenvelopeinvesting

PYN Elite fund: You don’t have to do everything yourself - Considering to outsource about 10 % of my portfolio to outside manager due to long time period of big cash position due to my inability to find ideas in wh...
3 weeks ago
Blog - Factor Investor

Why Do Markets Go Up? - Stock markets are the greatest compounders of wealth the world has ever seen. Sadly, most introductory investment courses and literature do not begin with ...
4 weeks ago
Glenn Chan's Random Notes on Investing

Pretium Q4 2018 update: management is crazy but the mine did generate a lot of cash - Firstly, I should admit that I was wrong about Pretium. I thought that the situation would be like Rubicon Minerals where the resource modelling issues wo...
5 weeks ago
MicroCapClub

Rocket Ships - Investors are always looking for the perfect opportunity. A good business you can buy at less than tangible book value. Why not throw in a couple long-t...
5 weeks ago
Bronte Capital

A quick note on the resignations at the top of National Australia Bank - The Chairman (Dr Henry) and the CEO (Andrew Thorburn) of National Australia Bank have just resigned following criticism by the Australian Banking Royal Com...
1 month ago
OTC Adventures

Can Philly Shipyard Turn Around? Oslo:PHLY, OTC:AKRRF - Philly Shipyard has a problem. The company has run out of ships to build. Once it completes its current order for Matson, there are no more orders. Philly ...
2 months ago
Clark Street Value

KAR Auction Services: Insurance Auto Auctions Spin - KAR Auction Services (KAR) will soon be spinning off their salvage car auctions business, Insurance Auto Auctions (IAA), leaving the wholesale used car auc...
2 months ago
NoNameStocks

ETCC and the Power of Change - A primary stock attribute I seek is change. In uncertainty lies opportunity and the chance to catch lightning in a bottle. Greenblatt hit the nail on the...
2 months ago
GreenWood Investors

Fourth Quarter 2018 Letter: Race to 100x -
2 months ago
extra guac

The Basics - People would rather pay (with money or their attention) for tips and secrets than eat salads and sleep eight hours each night.
2 months ago
INCERTO - Medium

IQ is largely a pseudoscientific swindle - *Background : *“IQ” is a stale test meant to measure mental capacity but in fact mostly measures *extreme* *unintelligence *(learning difficulties), as w...
2 months ago
Bull, Bear and Value

My Annual Schedule of Investments - Merry Christmas and happy new year! Another year has come to an end and again it is time to list my largest holdings. This year I also disclose the approx...
2 months ago
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...
3 months ago
Net Net Hunter

Can Issues With Japanese Net Nets Be Overcome? - Did you know Japan has the second largest stock exchange in the world? Or that this seemingly small island nation […] The post Can Issues With Japanese N...
3 months ago
The Brooklyn Investor

Why BRK? - Every now and then, BRK comes up in conversations with people (and often with people not in the business) and the topic becomes, what to do with BRK post-B...
4 months ago
25iq

50 Cent versus Kanye: Should Fiddy have used the Objectives and Key Results (OKR) system? - In interviews leading up to the September 11, 2007 release date of his album entitled Curtis, 50 Cent said publicly that he would retire from the music bus...
4 months ago
Investing Rationally

Mesabi Trust, a Good Protection Against the Coming Inflation - Mesabi Trust (MSB) is a royalty trust that distributes its profits to unit holders from an iron ore mine. Northshore Mining Company, a subsidiary of Clev...
5 months 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.
7 months 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...
9 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...
9 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 ...
10 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....
11 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...
1 year 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...
1 year 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...
1 year 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...
1 year 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...
1 year 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...
1 year 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...
1 year 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...
1 year 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 ...
1 year 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, ...
2 years 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...
2 years ago
Gannon on Investing

Sold Town Sports (CLUB); Bought Babcock & Wilcox (BWC) - Today, I sold my shares of *Town Sports (CLUB) *and put the proceeds of that sale – plus some other cash – into buying *Babcock & Wilcox (BWC).* My avera...
4 years ago
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 ...
4 years ago
Columbia Financial Investment Group

-
Webb-site Reports

-
13D ALERTS - 13D Alerts

-
DATAROMA Invest Alongside Superinvestors

-
Seth's Blog

-
csinvesting

-

ShadowStock ... Deep Value, Contrarian Investing

Pages

9/25/2014

Net Cash Greater than Market Price