ShadowStock ... Deep Value, Contrarian Investing: Value Based Micro Cap Insider Buying for the 3 day period ending 03/06/16

My Blog List

FlowingData

Marvel size chart - The logistics of being a 60-foot man must be a pain.… *Tags:* comics, fiction, Marvel
8 hours ago
Scientific American Content: Global

Using a Paper Clip to Stop an Aircraft Carrier - When fantastical science logic leaves the screen and stops being fun -- Read more on ScientificAmerican.com
8 hours ago
A Wealth of Common Sense

How Hard is it to Become a 401(k) Millionaire? - The current retirement system leaves much to be desired. There are a decent number of people taking advantage of tax-deferred savings vehicles but it’s a f...
9 hours ago
Investing – 24/7 Wall St.

Boeing, McDonald’s, Intel and More Dow Stocks Reporting This Week - 24/7 Wall St. has put together a preview of Boeing, Exxon, Verizon and other Dow industrials scheduled to report their quarterly results this week.
9 hours ago
Abnormal Returns

Sunday links: telling yourself a story - 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...
10 hours ago
TraderFeed

Where Are Edges To Be Found In The Current Stock Market? - I decided to take a stroll through my database and update views on where opportunity in the stock market has been residing since 2016. That provides a lo...
10 hours ago
The Irrelevant Investor

These Are the Goods - Articles The key to changing your worldview on time is knowing when to trade it for money. By Nick Maggiulli The inversion would likely be a premature “sel...
12 hours ago
The Big Picture

10 Sunday Reads - My easy like Sunday morning reads: • Marc Andreessen & Ben Horowitz (Waiter’s Pad) see also Andreessen & Horowitz 2 (Waiter’s Pad) • The Erstwhile Hedge ...
13 hours ago
Daily Speculations

Poker and Trading, from Jeff Watson - Here's a New Yorker video about professional poker players replaying their most memorable hands. You can find many similarities between trading and the gam...
22 hours ago
25iq

Lessons from Jim O’Shaughnessy - Jim O’Shaughnessy is the Chairman and Chief Investment Officer of O’Shaughnessy Asset Management (OSAM). He was a pioneer in quantitative equity research, ...
1 day ago
The Reformed Broker

This Week on TRB - These were the top posts on the site this week, in case you missed it: ...
1 day ago
value and opportunity

Some links - Must read: Extremely wise words from Marc Andreessen on how to grow a (Tech) Company It’s half-year report time: TGV Partners fund (among other with Grafen...
1 day ago
Visual Capitalist

What Did World Leaders Study at School? - The vast majority of heads of government have some sort of post-secondary education, but their areas of study vary greatly. The post What Did World Leade...
2 days ago
Vintage Value Investing

Alternative View: GDP Growth - Reading Time: 4 minutes The 2008 financial crisis was pivotal in the economic history of America, not only because it was large and almost toppled the na...
2 days ago
Canadian Diversified Investor

The U.S. will lose the trade wars as long as we don’t retalliate - Well, I am doing one of my favorite activities again: sitting on a nice patio in the morning sun but this time not in my back yard of my Calgary condo but...
2 days ago
Brain Pickings

Stephen Hawking’s Mother on Her Son’s Singular Genius and How We Expand the Boundaries of Human Knowledge - "People must think, they must go on thinking, they must try to extend the boundaries of knowledge; yet they don’t sometimes even know where to start. You d...
2 days ago
The Grumpy Economist

Nobel Symposium on Money and Banking Day 2 - Day 2 of the Nobel Symposium on Money and Banking focused on monetary policy. (My last post covered Day 1 on banking.) *Bernanke* Sadly Ben Bernanke's vi...
2 days ago
The Mission - Medium

The Science of Leadership: Shaping a Better Future - Pixabay Leadership is not about the next election, it’s about the next generation. Simon Sinek Another key Habit for Heroes is *Leadership*. I decided to ...
2 days ago
Reminiscences of a Stockblogger

Week 366: The Wishy Washy Portfolio - Portfolio Performance Thoughts and Review I’ve done a lot of flip-flopping over the last 6 weeks. I couldn’t get comfortable with certain oil producers, I...
2 days ago
The Felder Report

A Battle Mr. Market Knows Nothing About - To access this post, you must purchase 1-Year Premium Subscription.
2 days ago
csinvesting

Time; A Deep Value Investor’s Perspective - Karl Pillemer of Cornell University interviewed 1200 people age 70 to 100+ for his book, 30 Lessons for Living, asking them: “If you look back over the cou...
2 days ago
Novel Investor

Happy Hour: On Process: Moneyball, Casinos, and You - In The Little Book of Behavioral Investing, James Montier relates a story by Paul DePodesta, of Moneyball fame, in the 16th chapter of the book. That cha...
2 days ago
Value Investing Journey

Free Training Friday 10 – A Free Extra ROIC Training Video For A Masterclass Student - Free Training Friday 10 – A Free Extra ROIC Training Video For A Masterclass Student Out of everything I do, I love helping people learn and improve thei...
2 days ago
Crossing Wall Street

Morning News: July 20, 2018 - China’s Rising Economic Pressure Prompts Talk of Policy Rethink Google’s Loon Brings Internet-By-Balloon to Kenya The $20 Billion Question for Guyana Dolla...
2 days ago
Nautilus

Bo Burnham and the Illusion of Meritocracy - Facts So Romantic - *Burnham confronts his own luck and the feeling of having unearned respect in his work directly, as if he’s intuited what the authors of a recent paper o...
2 days ago
CFA Institute Enterprising Investor

Weekend Reads: Upside Down Edition - Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.
2 days 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...
3 days ago
backoftheenvelopeinvesting

Nordea sold and questions on conservativeness - Nordea, the one of the biggest banks in Northern Europe, is widely believed to be one of the best banks in the region. One of the reason is that its main o...
3 days ago
Altucher Confidential

Do Self-help Books Really Work? My answer… - No. I was at a dinner party last month. Someone said I had written a self-help book. The host of the dinner, a psychiatrist, asked, “Oh? Are you a psycho...
3 days ago
Ivanhoff Capital

78 Stocks Doubled Year-to-date - All stock charts in this post are powered by MarketSmith. I ran a MarketSmith screen to see how many stocks priced above $5 and trading at least 100k share...
3 days 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 days ago
Vitaliy Katsenelson Contrarian Edge

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...
4 days ago
The Value Investing Blog of Old School Value

Mohnish Pabrai’s Advice for Value Investors - What You'll Learn - Mohnish Pabrai's value investing philosophy in 2018 - The evolution of the Dhando checklist - Philanthropy & Pabrai's strange investme...
4 days ago
Susan Weiner's Blog on Investment Writing

Investment commentary–5 ways to outsource - Market and portfolio performance commentary is an important part of communications strategy for most investment and wealth managers. But sometimes writin...
5 days ago
Of Dollars and Data

The Most Important Asset - Rethinking How To View Your Time Photo: Pixabay Peter Attia, a physician and longevity expert, has a talk on increasing your lifespan where he proposes a...
5 days ago
NoNameStocks

VII Becomes VCON - On June 19, Vicon Industries closed at $0.36 and it had been pretty flat around $0.40 for over a year. The next day the company put out a press release an...
5 days ago
extra guac

Finance: Part 2 (Money, What Did You Expect?) - What’s the answer to 99 questions out of 100? Money. — Vanilla Sky (2001) In Part 1, we introduced the fundamentals of finance, namely the time value of m...
6 days ago
MFI Diary

July 14th 2018 Top 200 List and 8/15/17 MFI Select Tranche - *July 14th 2018 Top 200 List and 8/15/17 MFI Select Tranche* Mid July is here. I'm off on a vacation soon, so thought I'd crank out a quick top 200 list ...
1 week ago
OTC Adventures

Doric Nimrod Air One – DNA:LN - Remember OTCAdventures? I’m still here, just very busy with Alluvial Fund, LP and all the fun of a young family. I found an intriguing investment idea, but...
1 week ago
Barel Karsan

Factfulness - I can't believe the author of this 2018 book has already passed away. His enthusiasm and manner of speaking were contagious (I have discussed him on this s...
1 week ago
Glenn Chan's Random Notes on Investing

Pretium Q2 2018 update: there are things that don’t add up - Pretium has reported excellent grades that are in line with their 2014 feasibility study and subsequent updates to their resource model. Q2 feed grade: 14....
1 week ago
MicroCapClub

A Tribute to Chuck Allmon - “Ben Graham called me on the phone, as I recall in 1969, maybe 1970. He said, ‘I’ve got a copy of your Growth Stock Outlook and I’ve been very intrigued ...
1 week ago
Net Net Hunter

This Value Investment Group Jumpstarts Your Investment Performance - Value investing can be intimidating at first. If you're interested in learning the ropes of the trade, you'll need all the help you can get. Learn the be...
2 weeks ago
Investing Caffeine

Trade War Bark: Hold Tight or Nasty Bite? - In recent weeks, President Trump has come out viciously barking about potential trade wars, not only with China, but also with other allies, including key ...
2 weeks ago
Clark Street Value

Dell Technologies: Dell Class C Reverse Merger via DVMT - Today we received the answer to the question of how much of a discount Dell was going to force down on the DVMT tracker? Turns out, quite a bit! While I'm...
2 weeks ago
Alpha Vulture

Half-year portfolio review, 2018 edition - With June behind us it’s once again time to see how my portfolio has been performing so far this year. It’s getting repetitive, but there is little I can c...
2 weeks ago
Alpha Vulture

Half-year portfolio review, 2018 edition - With June behind us it’s once again time to see how my portfolio has been performing so far this year. It’s getting repetitive, but there is little I can c...
2 weeks ago
Concentrated Value

2Q Performance Update - The earnings expectations changes for retail seems to have run its course. CATO, HIBB, and FOSL have bounced well over 100% from the lows. I no longer see ...
2 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...
3 weeks ago
Musings on Markets

Twists and Turns in the Tesla Story : A Boring, Boneheaded Update! - There are lots of complaints that you can have about Tesla, but being boring is not one of them. It helps to have a CEO who seems to find new ways to make ...
3 weeks ago
CitronResearch.com - Andrew Left, Executive Editor

Citron Exposes History of FRAUD Behind PolarityTE - The post Citron Exposes History of FRAUD Behind PolarityTE appeared first on Citron Research.
3 weeks 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...
4 weeks 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...
4 weeks 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...
4 weeks 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...
5 weeks 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...
5 weeks 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...
1 month 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 ...
1 month 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...
1 month 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...
1 month ago
Base Hit Investing

Two Berkshire Takeaways and Thoughts on Competitive Markets - On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing so...
2 months ago
Bronte Capital

Just how bad is it for big tobacco? And a business idea for an ambitious investment banker - Big tobacco stocks have had a bad month. Philip Morris had its worst day (for stock performance) in a decade. Electronic cigarettes and vapes etc are takin...
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...
2 months ago
the patient investor's blog

IVTY Proxy: Board Compensation is Shameful - When Christopher Byron died last year, I was reminded of the years I knew him, my first two out of college, when I was an editorial assistant at the (old) ...
2 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...
2 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 ...
2 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....
3 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...
3 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...
4 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 ...
4 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...
5 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...
6 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...
6 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 ...
6 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...
7 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...
7 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...
9 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 ...
10 months 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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3/09/2016

Value Based Micro Cap Insider Buying for the 3 day period ending 03/06/16

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