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

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
10 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
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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 […]
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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
7 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
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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.
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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...
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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
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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
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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

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3 days ago
Nautilus

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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

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4 days ago
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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
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4 days ago
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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.
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Ivanhoff Capital

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extra guac

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Of Dollars and Data

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6 days ago
Bronte Capital

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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...
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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
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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 ...
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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...
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Investing Caffeine

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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 ...
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Net Net Hunter

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NoNameStocks

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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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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...
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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...
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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...
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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...
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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...
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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

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The Brooklyn Investor

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Investing Rationally

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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

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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...
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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...
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...
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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...
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...
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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

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, ...
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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...
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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9/25/2014

Net Cash Greater than Market Price

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