ShadowStock: Exploiting Market Anomalies with Neglected Data: Net Cash Greater than Market Price

Blog List

value and opportunity

Performance review Q2 2025 – Comment: “Just keep going or reflect & adapt ?” - In the first 6 months of 2025, the Value & Opportunity portfolio gained +5,8% (including dividends, no taxes) against a gain of +15,6% for the Benchmark (...
4 hours ago
FlowingData

Fireworks-related emergency department visits - You might be surprised that the combination of beer and fireworks doesn't always work out. *Tags:* emergency room, fireworks, July 4
5 hours ago
Daily Speculations

Dollar’s Decline Meets Rising Dedollarization, from Dr. Peter C. Earle - Dollar’s Decline Meets Rising Dedollarization: The Threat Comes from Within The Bloomberg Dollar Index has fallen nearly 8.5 percent, its steepest drop sin...
5 hours ago
Visual Capitalist

New VC+ Special Dispatch: Visualizing the Global Cost of Living - This VC+ exclusive offers a visual deep dive into the global cost of living
10 hours ago
Stock Screener – The Acquirer's Multiple®

Costco Wholesale Corporation (COST): Our Calculation of Intrinsic Value - As part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a retail powerhouse ...
10 hours ago
Yet Another Value Blog

A (premium) potential topping bid - Just a few hours after publishing yesterday’s half year premium review, Sage (disclosure: long) filed their merger docs (tender docs, SC 14D9)….
17 hours ago
Abnormal Returns

Thursday links: displacing tech workers - Crypto - What if stablecoins don't put a dent in payments? (ft.com) - Why Coinbase ($COIN) bought token manager Liquifi. (fortune.com) - On the ...
17 hours ago
Vitaliy Katsenelson Contrarian Edge

The Reputational Bankruptcy of the American Dollar – Ep 252 - 📩 Join 94,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value ...
18 hours ago
The Big Picture

Beware! Shark Week! - “We fear the awesome predatory perfection of the great white shark, and have made the Discovery Channel’s “Shark Week,” “the longest-running cable te...
22 hours ago
CFA Institute Enterprising Investor

Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning - Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.
23 hours ago
MicroCapClub

Choose Your Own Way - Trusting your own judgment doesn’t mean you’re always right. It means you’re willing to be wrong on your own terms.
1 day ago
Investing Caffeine

Mideast War an Investor Bore as Markets Soar - If I told you at the beginning of the year that the U.S. would bomb key nuclear sites in Iran, would you have guessed that Middle East stability would foll...
2 days ago
Of Dollars And Data

Why Financial Independence is Overrated - Financial independence. It's the ultimate goal in personal finance. But is it all it's cracked up to be? Though financial independence is clearly better th...
2 days ago
Clark Street Value

Mid Year 2025 Portfolio Review - I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here were are, alre...
3 days ago
Ivanhoff Capital

New All-Time Highs - MarketSurge powers the charts in this video. The conflict in Iran ended faster than anyone could imagine. This bolstered stocks around the world. Crude oil...
4 days ago
The Felder Report

The Bull Case For Energy - Below are some of the most interesting things I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to...
5 days ago
Blog - Two Centuries Investments

June 2025 Market Update: Policy Dilemma - *1. Global equity markets continued to rebound in May as it became apparent the proposed “Liberation Day” tariffs would be reduced and implementation delay...
2 weeks ago
Musings on Markets

The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip? - It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true...
2 weeks ago
Good Investing

Why do you like Deere stock, Alex Furmanski (Unison)? - [image: Alex Furmanski (Unison Asset Management)] Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his inv...
2 weeks ago
Stalwart Investment Advisors

Talk at GIC | Mean Reversion Framework - Stalwart’s CIO, Jatin Khemani, recently gave a talk at Gurugram Investor Club where he presented on Stalwart’s Mean Reversion Framework with multiple cas...
2 weeks ago
Essentia Analytics

Asking the Right Questions of Active Investment Managers - Knowing what to ask – and how to ask it – matter more than ever.
4 weeks ago
NoNameStocks

PGNT Proxy Please VOTE! - Calling all PGNT shareholders please vote! In this proxy every vote really does count so please do vote, no matter how many shares you hold. Sham ow...
1 month ago
The Rational Walk

Greg Abel Steps into the Spotlight - Greg Abel will step into the spotlight at the 2026 Berkshire Hathaway annual meeting with Warren Buffett sitting in the audience.
1 month ago
Alpha Vulture

Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
1 month ago
Alpha Vulture

Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
1 month ago
Leaven Partners

Exploring Net-Nets Beyond Japan: A Global Perspective (2010 – 2025) - As a continuation of my post last year on Japanese Net-Nets, I decided to cast a wider net. I included other countries in Asia, as well as, North America, ...
2 months ago
GreenWood Investors

A Collaborative Approach to Reviving a Swiss Champion - Last month, GreenWood requested a special vote of bearer shareholders at The Swatch Group to nominate a new candidate to the Board. We are pleased to publi...
2 months ago
Mathematical Investor

Active funds versus passive indexes: the latest scorecards - Morningstar’s 2024 year-end report In February 2025, Morningstar released its latest scorecard report of mutual funds, measuring active funds versus index...
3 months ago
quoth the raven research

How AI is shaping the future of the moving industry - The moving industry is rapidly evolving with the adoption of AI technologies. AI tools enhance efficiency, streamline operations, optimize routes, and im...
3 months ago
csinvesting

Risk or Reward: How to Balance Investing In Crypto - In investing, it’s essential to find a “sweet spot” for risk — as well as reward. With cryptocurrency sweeping the world of finance, both fantastic returns...
11 months ago
Glenn Chan's Random Notes on Investing

CrowdStrike is worse than it appears - Obviously Crowdstrike should have tested its update before crashing millions of computers worldwide. But there is a second problem that should not have exi...
11 months ago
The Irrelevant Investor

Great Quarter, Streamers - A deep dive into both the earnings and market reaction of the biggest streaming companies in the world. ... The post Great Quarter, Streamers appeared f...
1 year ago
The Value Investing Blog of Old School Value

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/oldschoolvalue will stop working shortly. Please add /rss at the and of the URL, so that the UR...
1 year ago
Vintage Value Investing

An update on our newest media brand 18 months and $289,000 later. - This article is a continuation of our initial story on launching FinMasters and spending $477,924 to do so, make sure you read that one first for context...
1 year ago
Reminiscences of a Stockblogger

Stocksatbottom - One of the most fortunate things that happened to me as I was just beginning to invest in stocks was stumbling on an investment newsletter called Stocksatb...
1 year ago
DeepThroatIPO

How to Wreck a “Big Old” GSIB Bank… - As you all know there’s much discussion, hand-wringing and consternation surrounding of all the complex goings-on at Silicon Valley Bank, Credit Suisse, ...
2 years ago
The Stonk Market

What Major Technological development is slated to impact the gaming industry next? - The gaming industry’s continual innovation and expansion can be attributed to modern gaming technologies. Despite the fact that many of these breakthroug...
2 years ago
Bronte Capital

FTX and an old blog post - A long time ago I wrote a blog post about rehypothecation with brokers. It is - unsurprisingly - relevant again. In some sense crypto provides fast-track...
2 years ago
Barel Karsan

The Eagle and the Viper - Following the French Revolution, Napoleon sought to conquer more lands. But fans of the French monarchy would not go quietly. From England and elsewhere, t...
2 years ago
Value Investing Journey

2021 Performance Review – 22.9% Average Annual Investment Returns The Last Decade - In today’s post I’m sharing my 2021 performance review and how I’ve produced 22.9% average annual investment returns in the portfolios I’ve managed over ...
3 years ago
Quartz - Medium

Quartz Opens Submissions for 2022 Best Companies for Remote Workers Rankings - New York, NY (December 14, 2021) — Digital media publisher *Quartz* today announced the second year of its *Best Companies for Remote Workers* program, a...
3 years ago
Money Is Boring

Berkshire Hathaway 2021 Annual Shareholder Meeting Roundup - Berkshire Hathaway held its 2021 annual shareholder meeting on the 1st of May. Over the past two weeks, I’ve been reviewing comments made by Warren Buffe...
4 years ago
Corner of Berkshire & Fairfax Message Board

Re: Buffett/Berkshire - general news - Just a thought. The March volume spike could be sellers who bought in March 2020 at the lows selling now for nice profit paying long term gains tax rather...
4 years ago
hidden value.

Currency Exchange International (TSX:CXI) - Elevator Pitch Currency Exchange International (“CXI”) is a foreign exchange company, run by its Founder, who continues to hold >20% of the shares outstand...
4 years ago
valueDACH

Ryan O’Connor & Todd Wenning: Is Nintendo a multi-bagger? - [image: Ryan O'Connor & Todd Wenning] With Ryan O’Connor of Crossroad Capital and Todd Wenning of Ensemble Capital, I had the pleasure to take a deep dive ...
4 years ago
OTC Adventures

Quarterly Letter and a Look at Concierge Technologies – OTC: CNCG - Alluvial’s fourth quarter 2020 letter is available here. Thanks for reading! The search for new ideas in unlisted stocks and micro-caps never ends. Just re...
4 years ago
Novel Investor

A 90-Year-Old’s Tale of Compounding - Warren Buffett turned 90 last weekend and many tributes have come out since highlighting his track record. Why wouldn’t they? It’s the best long term tra...
4 years ago
Asif Khan Blog

Introduction to startup investing – a reading list - I was late to the startup game. Ever since I graduated in 2008, my world revolved around investing in public equities and I spent most of my time learning ...
4 years ago
Svenda's Manual

What is our database about? - Our new database has the following benefits for OTC investors; You can see most of the meaningful OTC companies instantly. The OTC market is large and noto...
4 years ago
DFA vs Vanguard

The Performance of DFA’s Small Value Fund, DFSVX (and the Story of Rex and Dave) - The year was 1992, but Rex Sinquefield and David Booth, founders of mutual fund company DFA, were feeling trapped in the ‘80s. Rex was still wearing parach...
4 years ago
Net Net Hunter

Deep Value Investing: Buying A Dollar For 0.60 Cents - Is deep value the best investment strategy? What is deep value investing and should you try it? Get the details here. The post Deep Value Investing: Buyi...
5 years ago
Ockham's Notebook

Dealing With Post Covid Debt - Countries around the world have shut down their economies in order to stop down the spread of Covid-19. In order to prevent a humanitarian disaster they a...
5 years ago
backoftheenvelopeinvesting

I’m all over the place - Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings...
5 years ago
Above the Market

Top Ten Behavioral Biases, Illustrated #10: Often Wrong But Never in Doubt (Bias Blindness) - “A person is smart. People are dumb, panicky, dangerous animals and you know it.” We all suffer from the cognitive and behavioral biases I have been high...
5 years ago
STREETS OF VALUE

Kofola Československo a.s (KOFOL.PR) - Coca Cola and Pepsi dominate pretty much every soft drinks market in the world. There are only a handful of companies that have managed to successfully com...
5 years ago
The Brooklyn Investor

Coronavirus, Munger etc. - *Munger* Munger is looking and sounding great at the DJ annual meeting (I wasn't there; just watched the video). His 'wretched excess' seems to be more abo...
5 years ago
the patient investor's blog

Thoughts on PESI from LCA Y/E Letter - Perma Fix (PESI) is one of the newer holdings in the Long Cast Advisers portfolio. I wrote about it in our year-end letter (link) and wanted to just focus ...
5 years ago
Blog - Comus Investment, LLC

Carvana - Carvana, the self-titled Amazon of used cars, has become a magnet for growth investors and short-sellers alike while growing rapidly. With its recent rise ...
5 years ago
Bull, Bear and Value

My Annual Schedule of Investments - Happy New Year! A whole year without a post! Well, it reflects my investing attitude in the year. I haven't traded much. I have added significantly to two...
5 years ago
Global Investing Insight

An Analysis of “Graham’s Net-Nets: Outdated or Outstanding?” - Introduction In an earlier post we analyzed the prominent and often cited study on “net nets”, “Benjamin Graham’s Net Current Asset Values: A Performance ...
5 years ago
Uncle Stock Blog

What’s new – August 2019 - During the past 6 months, Uncle Stock received a lot of suggestions. Many of these suggestions are added to the product. This post gives a brief overview...
5 years ago
Long Term Value Blog

Why would you buy that (GME)? and other updates (GLIBA) - Last year around this time I made a couple of interesting purchases; I bought shares of GCI Liberty (GLIBA) and Charter Communications (CHTR) on the same d...
6 years ago
25iq

Secrets of Sand Hill Road (Venture Capital and How to Get It) — Know Venture Capital Before You Get Married to a Venture Capitalist - Scott Kupor’s new book Secrets of Sand Hill Road is a bottom-to-top explanation of venture capital and other aspects of growing a business intended for fou...
6 years ago
MFI Diary

Does Value Investing Still Work? - *Does Value Investing Still Work?* In today's world, I at times wonder whether value investing is dead. At least for the average investor. I mean think...
6 years ago
Distressed Debt Investing

10 Years Goes By Fast - On April 2nd, 2009 I sat down to write a post on distressed debt entitled "What is distressed debt investing?" *The blog celebrates its 10 year anniversary...
6 years 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...
6 years 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 ...
6 years 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...
6 years 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...
6 years 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.
6 years 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...
7 years 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....
7 years 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...
7 years ago
Classic Value Investors

What Is This “Enterprise Value?” - Many investors rely on many different metrics such as the P/E ratio, price-to-book ratio, and price-to-sales ratio to determine whether a company is tradin...
15 years ago
Get Stock Ideas From Famous Value Investors

-
AdventuresInCapitalism | Small Companies–Big Upside

-
Columbia Financial Investment Group

-
ELEMENTARY VALUE - Investing Blog

-
ELEMENTARY VALUE - Investment Strategy And Ideas

-
Crossing Wall Street

-
DATAROMA Invest Alongside Superinvestors

-
Fundoo Professor

-
Acquirers Funds

-
Seth's Blog

-
A Wealth of Common Sense

-
csinvesting

-

Show All

ShadowStock: Exploiting Market Anomalies with Neglected Data

Pages

9/25/2014

Net Cash Greater than Market Price