ShadowStock ... Deep Value, Contrarian Investing: Micro Cap Value with Insider Buying for the Week ending 06/17/16

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The Omen X Laptop Is Made for the Enthusiast Gaming Market -
1 hour ago
Brain Pickings

The Haunted Mind: Nathaniel Hawthorne on How the Transcendent Space Between Sleep and Wakefulness Illuminates Time and Eternity - "Yesterday has already vanished among the shadows of the past; to-morrow has not yet emerged from the future. You have found an intermediate space... a spo...
2 hours ago
CFA Institute Enterprising Investor

Avoid Unintended Bets in Your Investment Portfolio - Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portf...
4 hours ago
INCERTO - Medium

How to be Rational about Rationality - *[*One of the more technical (and optional) chapters, at the end of *Skin of the Game]* Rory Sutherland claims that the real function for swimming pools ...
9 hours ago
The Big Picture

John Oliver on Nuclear Waste - Nuclear waste poses a serious threat to public health if it’s not stored in a safe place. John Oliver explains why the United States desperately needs to...
10 hours ago
Net Net Hunter

Net Net Stocks: How Pro Investor Jim Moore Picks His Investments - What type of net net stocks should you have in your portfolio? Quality makes a huge difference. Here's how one pro picks his net net stocks. The post Net...
10 hours ago
Investing – 24/7 Wall St.

Monday’s Biggest Winners and Losers in the S&P 500 - Monday was a relatively flat day for the broad markets on very low volume, as the result of a once-in-a-lifetime solar eclipse that took place across the U...
12 hours ago
Vitaliy Katsenelson Contrarian Edge

Perspective - My father is deeply plugged into the Russian-Jewish email superhighway. He probably receives a hundred emails a day from his friends, who share what thei...
13 hours ago
Daily Speculations

WOW!!!!!! Just…WOW!!!!! from Scott Brooks - Prof. Haave and I stood on the deck of the of the parking garage of our office here in STL. We were both excited to see the eclipse, but neither of us expe...
13 hours ago
Crossing Wall Street

The Puzzling Slowdown of the U.S. Economy - One of the most important economic facts of today is that the rate of growth for the U.S. economy has slowed down dramatically. I don’t […]
13 hours ago
The Reformed Broker

Chart o’ the Day: A Global Breakout for Earnings? - ...
13 hours ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 2005 - From the 2005 letter I have picked extracts of wisdom related to the following topics: distorted growth calculations; investing in regulated utilities; moa...
14 hours ago
The Mission - Medium

How and Why to Constantly Craft Your Company’s Story - In the early stages of building a company, it’s easy to get caught up in the rush to generate revenue and launch increasingly complex builds and products...
14 hours ago
Base Hit Investing

Saber Capital Investor Letter – 2017 Mid-year Update - I recently wrote my mid-year investor letter to my clients at Saber Capital Management. I thought I’d share that letter with readers, since I posted it to ...
15 hours ago
Abnormal Returns

Monday links: working harder - Q&A: A talk with Ryan Holiday author of Perennial Seller: The Art of Making and Marketing Work That Lasts. (Heleo)
16 hours ago
Scientific American Content: Global

Will the U.S. Ever Build Another Big Coal Plant? - The coal industry is contracting as plants retire and utilities replace them with natural gas and renewables -- Read more on ScientificAmerican.com
17 hours ago
Gannon on Investing

Did You Invest in Weight Watchers (WTW)? Call for Quotes/Comments: Weight Watchers Re-Visit - *Talk to Geoff About Weight Watchers* I planned to do a quick re-visit of my own experience investing in *Weight Watchers (WTW).* However, since announci...
18 hours ago
TraderFeed

The Unappreciated Reason Hard Working Traders Underperform - I recall a trader who was struggling with his trading, getting out of winning trades too early and letting losing trades run. His coach worked with him ti...
21 hours ago
The Value Investing Blog of Old School Value

Distinguishing Between Earnings and Earning Power - A few thoughts from Graham & Dodd and Marty Whitman about how to think about earnings and how it may differ from earning power. “…the phrase “earning pow...
1 day ago
Nautilus

The Man Who Discovered the Sun’s Puzzling Heat Is Being Forgotten - Facts So Romantic - When you observe a solar eclipse—with great care, of course—what you see is a thin, red crescent outlining the blocked-out Sun and, extending beyond it, ...
1 day ago
A Wealth of Common Sense

Managing Sequence of Return Risk - In the 30 years ended 2016, the S&P 500 returned just over 10% per year. Compounding at that rate, fifty grand invested at the start of 1987 would have gro...
1 day ago
The Irrelevant Investor

These Are the Goods - Articles Don’t ask big companies who sell annuities if you should own one. By Tony Isola From a surface-level standpoint, it looks like we’re either too se...
1 day ago
PHILOSOPHICAL ECONOMICS

Speculation in a Truth Chamber - In this piece, I’m going to share a mental exercise that we can use to increase the truthfulness of our thinking. The exercise is intended primarily for tr...
2 days ago
Ivanhoff Capital

Better To Be Lucky Than Good, Right? - Extremely successful people like to play humble and say they have been very lucky in so many aspects of life. But how much of the so-called luck is actuall...
2 days ago
value and opportunity

Some links - A couple of good spin-off links Jeff Matthews doesn’t like Uber John Huber likes Tencent a lot Some interesting statistics from the US bond markets Maersk ...
2 days ago
Reminiscences of a Stockblogger

Back from vacation and adding to Aehr Test Systems - I am back from vacation and will be providing a few updates over the weekend of what I have done lately in my portfolio. I will start with Aehr Test System...
2 days ago
NoNameStocks

The ELST Boredom Might be Changing - Electronics Systems Technology (ELST) is another in my long line of small companies with potential. What can I say other than it fits my style. Clean bal...
3 days ago
Validea's Guru Investor Blog

Bull Market Can Be Bolstered by Retirement Account Inflow - According to a new book by an MIT economist argues that the efficient market hypothesis is “incomplete and inadequate” when it comes to valuations, says ...
3 days ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

17 Mile 2.0 Strategy Note 6 - 17 Mile 2.0 Strategy Note 6 August 18, 2017 PORTFOLIO ACTIVITY Since August 3, positions in VIAB, TEVA, TRVG and EGN were initiated (VIAB was a re-initiati...
3 days ago
Collaborative Fund

The Unsolvable Puzzle - Leo Szilard was one of the smartest people of the 20th Century. He conceived the idea of nuclear energy, patented the process of using it in a power plan...
3 days ago
Vintage Value Investing

When Tesla Powerwalls and the Congo Basin Collide - This article was written by Greg Silberman, Chief Investment Officer of Atlanta Capital Group Investment Management, and was first published on VintageVa...
4 days ago
Barel Karsan

When The Moon Is Low - A typical Afghan family lives a typical Afghan life, until the Taliban rise to power. Immediately, life changes. Girls must be pulled out of schools, women...
6 days ago
Value Investing Journey

Mini Book Review of Deep Work - Mini Book Review of Deep Work In this video, I’m doing a mini book review of the book titled – Deep Work, Rules For Focused Success In A Distracted World...
6 days ago
Of Dollars and Data

Cooperation in the Age of Anger - Why We Need Understanding And Support For Others Now More Than EverPhoto: Pixabay I have finally cracked. After writing for Of Dollars And Data for 33 week...
6 days ago
csinvesting

Bitcoin and the Theory of Money; Hedge Fund Quiz - Bitcoin is not only irredeemable, but also unbacked. That is a big difference—in favor of the dollar. (Keith Weiner of Monetary-Metals) Read an analysis of...
1 week ago
Glenn Chan's Random Notes on Investing

Pretium update: disappointing grades - (*Disclosure: Pretium is by far my largest short position so I am biased. Take what I say with a grain of salt and do your own homework.) The production ...
1 week ago
Joshua Kennon

Looking at Office Space in Southern California - Looking at Office Space in Southern California It's been roughly seven months since I've been present or active on the site in any meaningful sense. The...
1 week ago
AdventuresinCapitalism

Cheaper & Less Risky... - Part of what makes the stock market so lucrative, is that it often responds in unexpected ways to new data—offering outsized profits to those that take a...
1 week ago
Above the Market

Always Invert - Larry Walters always wanted to fly. When he was old enough, he joined the Air Force, but he could not see well enough to become a pilot. After he was disch...
1 week ago
GreenWood Investors

Take-Outs and the Illusory IRR -
1 week ago
Ockham's Notebook

Education of a Wandering Man: The Ultimate Autodidact - Louis L’amour was an autodidact’s autodidact. John Wayne called him the most interesting man in the world. L’amour spent the first couple decades of his ...
1 week ago
Bronte Capital

Some thoughts on the firing of James Damore from Google - As the world knows by now James Damore was fired from Google for writing a memo that questioned Google's diversity policies. As a holder of Google stock I ...
1 week ago
Altucher Confidential

Ep. 244: Wally Green – Do Something You Love, To Build A Life Worth Loving - “I was shot twice by the time I was 13,” Wally told me. “I owned six guns. Everyone I grew up with then is dead,” he said. He then walked back to his sid...
1 week ago
Musings on Markets

A Tesla 2017 Update: A Disruptive Force and a Debt Puzzle! - These are certainly exciting times for Tesla. The first production version of the Tesla 3 was unveiled on July 28, with few surprises on the details, but p...
1 week ago
Susan Weiner's Blog on Investment Writing

Don’t give up on being different - Do you worry that nothing can make your writing stand out from the rest of the pack? Here’s some inspiration for you from Roger Rosenblatt’s Unless It Mo...
1 week ago
Fundoo Professor

Economic Times Column on Metaphors and Analogies - After a gap of almost exactly 23 years, I was invited by ET to start writing a column for the paper. Here is the first one: http://bit.ly/2vJQUQ6 Any sugg...
2 weeks ago
Canadian Diversified Investor

Why is too much debt so dangerous for oil companies? - An oil company is very sensitive to debt because it is a ‘capital intensive’ enterprise. It spends relative little on wages and equipment but it needs lo...
2 weeks ago
MicroCapClub

The Excessive History of Microcaps - Smaller company stocks outperform larger ones. This is one of the chief attractions for investors to small-cap companies and microcap stocks in particul...
2 weeks ago
Sharpe Returns

Revised RSS Link - All, I renamed the blog URL. Please please kindly update your RSS feed with the address below:https://growresearch.com/blogs/blog.atom -Gogi
2 weeks ago
Investing Caffeine

The Summer Heats Up - This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2017). Subscribe on the right side of ...
2 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
2 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
2 weeks ago
Quartz - Medium

In Johannesburg, finding stories in unsuspecting places - Quartz Africa reporter Lynsey Chutel trains journalism students at the University of Witwatersrand as part of the Atlas for Africa initiative. Training in ...
2 weeks ago
Clark Street Value

STORE Capital: Berkshire Deal, High Risk Lender? - STORE Capital (STOR) is an internally managed triple-net lease REIT, I don't own it (and usually don't like to write about companies I don't own), but Berk...
3 weeks ago
Distressed Debt Investing

Appellate Division Confirms Reorg Research Journalists Have Benefit of Shield Law - You may have heard about an important case between Reorg Research and Murray Energy. The case was a potential landmark for journalists and media organizati...
5 weeks ago
backoftheenvelopeinvesting

Apetit: Food Conglomerate Turnaround (Part 2) - ….continuing from Part 1. 4. Problematic parts that seem well contained As said in the Part 1, after the Seafood business disposal Apetit has only one prob...
1 month ago
OTC Adventures

Compagnie Lebon SA – LBON:France - I enjoy delving into the many family-controlled investment vehicles that European markets have to offer. Many trace their roots back to the Industrial Revo...
1 month ago
Hurricane Capital

Mohnish Pabrai: Three Great Books to Read - Mohnish Pabrai visited Talks at Google on June 5, 2017. At the end of this talk Mohnish recommended three books. The Beak of the Finch: A Story of Evolutio...
1 month ago
Alex Bossert's Thoughts on Value Investing

Compilation of value links from around the web: July Edition - Below is a compilation of the most interesting reading I've come across in the past few months: *2017 Berkshire Hathaway Annual Meeting:* 2017 Berkshire H...
1 month ago
Long Term Value Blog

Underperformance is UGLY - Over the past seven months I have added seven new positions, 6 long and 1 (ouch) short. Now, you know, I’m not one for looking at short-term performance bu...
1 month ago
Clear Eyes Investing

Moats & Knights, Part Deux - In December, I wrote about the rare and powerful "moat and knight" combination - a company with a defensible competitive advantage led by top-notch capital...
1 month ago
Classic Value Investors

Interview with Fred Davidson -
1 month ago
Bull, Bear and Value

Anne Scheiber, the Secret Millionaire - I first heard of Anne Scheiber from a magazine article about her in 1995, shortly after she passed away aged 101. Anne Scheiber was the first example I ha...
1 month ago
CitronResearch.com - Andrew Left, Executive Editor

FDA FAERS Database Posts Huge Rise in Acthar Deaths and Adverse Events - Mallinckrodt in Full Damage Control Mode Citron Explains the Company’s Admission on Acthar’s Adverse Events: Time to Call Your Lawyer ADVERSE EVEN...
2 months ago
the patient investor's blog

Lessons from the other side (IZEA) - Not everyone invests, but assuredly we all die. As ubiquitous as death is, it's pretty hard to imagine what happens at the end of our existence. No one has...
2 months ago
The Investment Garden

Bloomberg Article - Forecast on Decline in Oil Demand - An intersting view on the oil demand which could be - depending on the point of view - positively/negatively impacted impacted from the following changes: ...
2 months ago
The Brooklyn Investor

Bubble Watch - Shiller said the other day that the market can go up 50% from here. OK, so I fell for it and clicked to watch the CNBC video. This was sort of a surprising...
2 months ago
Punch Card Investing

Interview with Mr. Geoff Gannon of Focused Compouding - Below is an interview with Mr. Geoff Gannon. Mr. Gannon should be well-known to most...
2 months ago
Latticework

This Week: Meetup with local #valueinvestors - A very exciting week ahead: Washington, DC Area Frankfurt, Germany Hong Kong New York Stuttgart, Germany Please click here if you’d like to host a local #v...
3 months ago
The Nanocap Journal

American Church Mortgage Company (ACMC) - American Church Mortgage is selling for 40% of intrinsic value, but, like many nano-cap stocks, has its share of risks and liquidity issues. Low insider ow...
4 months ago
The Rational Walk

Book Review: Blockchain Revolution - The idea of cutting out the middleman has always been an attractive concept because doing so promises to lower costs and produce potential benefits for bot...
4 months ago
What Works on Wall Street

Successful Active Stock Investing is Hard: Here are Seven Traits that I Believe are Required for Active Investors to Win in the Long Term - Years of experience have taught me that to be a successful active investor requires a very specific set of characteristics, and that many investors attem...
5 months ago
loyunhao

Under Armour is in trouble - The long streak of 20+% growth has come to an end. The bankruptcy of Sports Authority is one reason, Kevin Durant joining Golden State Warriors could be an...
5 months ago
Robin Øvrebø – Nordnetbloggen.no

Casestudier av Buffetts kjøp av Burlington Northern Santa Fe, de fire flyselskapene og Apple. - Forrige lørdag publiserte Warren Buffett sitt aksjonærbrev for ligningsåret 2016. Brevet finner du her. Det er alltid interessant lesning og det blir skr...
5 months ago
Asif Khan Blog

Undervalued stock vs undervalued product - By reading about many investors I have realized that looking at an investment case from different angles and perspectives unearth insights which can be v...
5 months ago
Adept Analyst

Economic Outlook for 02/28/2017 - An overview of the Economic Outlook for U.S. Stock Market can be found at the following: Adept Analyst Economic Outlook 02282017 The post Economic Outloo...
5 months ago
A Pauper in the Midst of Wealth

3 Tips To Help You Survive The Gig Economy - How you can survive the gig economy. By Silvia Palasca Millennials are poorer than their parents; they are the first generation to have experienced debt ...
6 months ago
Stoic Investing

Risk Management : Art of Living another day !!! - GUEST POST Today’s post is by Manish Dhawan, founder of Mystic Wealth and my co-host at Stoic Investing Podcast. I know of very less people, who are as co...
7 months ago
Canadian Value Investing

Top Investments for 2017 - *2016 Year in Review* 2016 was a continuation of the bull market that is now the second longest on record. If it continues into March of this year it will...
7 months ago
= Value = Venture

Some Things I’ve Learned over the Years - First some housekeeping. I will be launching a Delaware-based fund/partnership early next year with more details to come over the following several months ...
7 months ago
agnostic-investing

Updates Sierra Rutile, American Farmland - Sierra RutileThe 36 GBX merger consideration has hit the account yesterday. There was some hiccup in the meantime, but I just waited it out. Dams can be a ...
8 months ago
SimoleonSense

Restarting in 2017. - Dear Readers, It has been 4 years since I have actively managed this blog. SimoleonSense started in 2006 with a focus on helping intelligent individuals be...
8 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...
8 months ago
Hedge Fund Letters

Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
1 year ago
25iq

A Dozen Things I’ve Learned About the Psychology of Investing - “The best example of narrow framing that I can think of is the use of pro forma earnings. Essentially this is a company turning up and saying, hello I’m ly...
4 years ago
Columbia Financial Investment Group

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13D Research

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6/20/2016

Micro Cap Value with Insider Buying for the Week ending 06/17/16

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