ShadowStock ... Deep Value, Contrarian Investing: Micro Cap Value with Insider Buying for the two day period ending 06/21/16

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Investing – 24/7 Wall St.

Tuesday’s Biggest Winners and Losers in the S&P 500 - Tuesday was another down day for the broad U.S. markets. This is the second consecutive day that the Dow and S&P 500 have dropped over 1.5%, even with ligh...
48 minutes ago
Scientific American Content: Global

How and Why Scientists Redefined the Kilogram - Illustrations from the Scientific American archive break down this “massive” development -- Read more on ScientificAmerican.com
1 hour ago
The Mission - Medium

Phantom Rules Are Holding You Back - The Mission Newsletter, 11/20/18 “I am certain there is too much certainty in the world.” -Michael Crichton *Hot of the Press…**Why phantom rules hold you ...
1 hour ago
Corner of Berkshire & Fairfax Message Board

Re: Fairfax Lollapalooza 2019 - Update: I've added info for Dr. George's conference and the FFH Africa AGM. More to come ...
1 hour ago
Vitaliy Katsenelson Contrarian Edge

Why We Sold Apple Stock - Our excitement about our investment in Apple has been decreasing in tandem with the ascension of its stock. The iPhone, though indispensable, is a mature...
2 hours ago
The Irrelevant Investor

Timing the Market - In August 2017 I wrote “This will be my last post on the CAPE ratio.” I made it 16 months, which means I pretty much kept my word. I was listening to Inves...
3 hours ago
The Big Picture

MIB: Scott Adams on “Putting Yourself in a Position to Get Lucky” - What do you do if you have dreams of being a cartoonist but live in the ski country upstate New York? You put yourself into a position to allow luck to s...
3 hours ago
Abnormal Returns

Tuesday links: a heaping of gratitude - 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...
4 hours ago
Visual Capitalist

How Green is Your State or Province? - In countries where energy is plentiful, we take often take the grid for granted. But do you know where your power comes from, and how green it is? The po...
4 hours ago
Brain Pickings

A Velocity of Being: Illustrated Letters to Children about Why We Read by 121 of the Most Inspiring Humans in Our World - A labor of love 8 years in the making, featuring contributions by Jane Goodall, Yo-Yo Ma, Jacqueline Woodson, Ursula K. Le Guin, Mary Oliver, Neil Gaiman, ...
5 hours ago
Canadian Diversified Investor

Caravans of economic fugitives – thank the extreme activists - This may seem to be a strange outflow from all those years of climate change and environmental activism but yet it is one of many unintended consequences. ...
6 hours ago
Value Investing Journey

Value Investing In Your Car Episode 43 – What Investment Risk Is and Is Not - Value Investing In Your Car Episode 43 – What Investment Risk Is and Is Not I’m curious about everything so this leads to a range of reading and learning...
6 hours ago
A Wealth of Common Sense

Surveying the Damage in Stocks - Stocks are getting massacred. Absolutely slaughtered. Pounded into submission. Markets are in turmoil. Investors are panicked, shellshocked and dare I say,...
7 hours ago
Crossing Wall Street

AdvisorShares Focus Equity ETF (CWS) - I want to wish everyone a happy Thanksgiving! I also want to remind you that the end of the year is approaching, and that’s when […]
7 hours ago
Susan Weiner's Blog on Investment Writing

Down with (“The Index”) parenthetical notes! - Have you noticed how many financial documents have unnecessary parenthetical notes? I mean phrases like the XYZ Fund (“The Fund”) or The Standard & Poor’...
11 hours ago
FlowingData

City road maps made into solvable mazes - Michelle Chandra uses street data as a base for solvable mazes: I draw… *Tags:* maze, roads
11 hours ago
Of Dollars and Data

Four Things Leonardo da Vinci Can Teach Us About Investing - What I Learned From One of History’s Greatest Minds Photo: Pixabay You may know him for the Mona Lisa. You may know him for The Last Supper. However, L...
14 hours ago
Daily Speculations

Year of the Super Cyclone? from Jeff Watson - "Will This Be the Season of the Super Cyclone?" A big typhoon on the other side of the Pacific would make it worth a trip for this Florida boy to go to Cal...
16 hours ago
CFA Institute Enterprising Investor

Investing in Asia: Grasping Corporate Governance Nuances Is Key - What do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.
16 hours ago
Barel Karsan

The Scarlet Pimpernel - I wish I knew more about the French Revolution. This 100 year old plus novel, The Scarlet Pimpernel, put me there. The crowds have gone mad; their only sat...
21 hours ago
Ivanhoff Capital

Momentum Monday – Lower Highs and Lower Lows - All charts on Momentum Monday are powered by MarketSmith The market correction continues in full force. Many momentum darlings are already down 20%, 30%, e...
23 hours ago
Vintage Value Investing

Who Didn’t Learn From 2008 Housing Crash? - Reading Time: 5 minutes This article will review household balance sheets and the housing market, but we’ll quickly start with reviewing the updated data...
23 hours ago
The Reformed Broker

Okay here’s what’s going on - I don’t have any empiricism to attach to my remarks below. There’s no evidence for anything I’m about to say here, which is rare for this blog, but whateve...
1 day ago
The Grumpy Economist

Regulatory cost disease - A post on Marginal Revolution is so good, I have to quote in its entirety before commenting. From my time in both the military and healthcare I can say tha...
1 day ago
Altucher Confidential

Imagine A World Where Self-Respect Is More Important Than Fame - Imagine this: a woman slave escapes from you. You try to kidnap her away from her children, and bring her back to your house. You want her to spend the r...
1 day ago
csinvesting

Price is set at the margin - Bitcoin is not money. Gold IS money because its marginal utility does NOT decline. Read an excellent short article: https://monetary-metals.com/the-ultimat...
1 day ago
CitronResearch.com - Andrew Left, Executive Editor

NIO short is a Tesla Déjà vu – Path to $12 Should Have Little Resistance - The post NIO short is a Tesla Déjà vu – Path to $12 Should Have Little Resistance appeared first on Citron Research.
1 day ago
backoftheenvelopeinvesting

Ilkka: Throwing good money after bad (and a mega media merger blunder?) - Ilkka, a regional news paper and big owner of publicly listed multimedia and marketplace business, Alma, sold 13,5 m. shares of the Alma stake @ 7,4 EUR la...
2 days ago
TraderFeed

The Best Way To Trade Better Is To Trade Better Ideas - Margie and I visited the Aros art museum in Aarhus, Denmark earlier today, where we circled the Rainbow Panorama and viewed the town landscape through a v...
2 days ago
value and opportunity

Some links - Prof. Damodaran thinks that GE is undervalued and 5 lessons to be learned from the GE debacle Great profile of Shane Parish (Farnam Street Blog) Warren Buf...
3 days ago
NoNameStocks

CVV is too Cheap to Ignore - I first wrote about CVD Equipment Corporation (CVV) three years ago in Oct 2015 with the stock at $12.25. That's a very high price for me and it has not w...
3 days ago
Novel Investor

Marty Whitman on Why Value Exists in Bull Markets - I was browsing some of Marty Whitman’s old Third Avenue shareholder letters I had dug up a few years back. The nice thing about these old letters is the ...
4 days ago
Bull, Bear and Value

Why I Shorted the S&P500 - The S&P 500 now has returned around 0% this year-to-date. This is Trump's second year in office and the euphoria from his economic policy changes has worn ...
4 days ago
The Brooklyn Investor

BRK Corporate Governance, MSFT, Market Volatility etc. - So Buffett finally buys some JPM. He owned a bunch in his PA years ago and said it would be a conflict to own both JPM and WFC within BRK, or some such thi...
4 days ago
MFI Diary

Newest MFI Select Tranche - *Newest MFI Select Tranche* Well, I bought my five "new" stocks for the November 2018 MFI tranche. First day was good... just 364 to go. I did go a bit ...
4 days ago
the patient investor's blog

QRHC decision tree, b/c making decisions while frustrated is bad - If QRHC had never issued '18 guidance and reported $2M-$2.5M in EBITDA this year, investors would have been happy. B/c let's not forget first and foremost,...
5 days ago
Nautilus

We Are All Bewildered Machines - Issue 66: Clockwork - When did you realize you were a machine? A fancy machine, for sure. But one whose parts and operations can be described like the components of a computer...
5 days ago
Musings on Markets

The GE End Game: Bataan Death March or Turnaround Play? - It seems like ancient history, but it was just 2001, when GE was the most valuable company in the world, commanding a market capitalization in excess of $5...
6 days ago
The Felder Report

Why Warren Buffett Would Be Buying Precious Metals Again Today (If He Could) - Warren Buffett is famous for many things one of which is his general dislike for precious metals as an investment. But maybe you’re old enough to remember ...
6 days ago
GreenWood Investors

Video: A Builder’s Approach - By Steven Wood, Wednesday, November 14, 2018 A few weeks ago I had the pleasure of offering a preview to a white paper we’re working on with my friend Ehre...
6 days ago
The Value Investing Blog of Old School Value

Market Observations and 4 Stocks To Review - What You'll Learn - How to easily sort good or bad stocks using the OSV app - How to double check the data This post was first published at old school va...
1 week 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...
1 week ago
Stalwart Investment Advisors

Forget market-caps, here’s how we classify stocks - Mega-Caps, Large-Caps, Mid-Caps, Small-Caps, Micro-Caps, Nano-Caps… As if the business analysis wasn’t complicated enough, we have divided the universe bas...
1 week ago
Base Hit Investing

Buffett’s Underrated Investment Attribute - A few weeks ago, Sears finally filed for bankruptcy, and I decided to read through some of my notes I’ve compiled over the years on that company. During th...
1 week ago
Classic Value Investors

Interview with John Thornton and Craig Dalziel - Interview with John Thornton, Chief consulting Engineer, and Craig Dalziel, CEO of Oroco Resource Corp. Part 1 – Interview with Craig Dalziel Mariusz Skoni...
2 weeks ago
MicroCapClub

All it Takes is One - It is incredibly humbling, inspiring, and a bit scary when you realize that one great investment can make your year, decade, and even career. In 1980, St...
2 weeks ago
Mathematical Investor

The Problem With Financial Oracles - Machine learning in finance In recent years, machine learning techniques and big-data facilities have become quite popular in the finance and investment...
2 weeks ago
The Rational Walk

Berkshire’s Repurchase Policy: Too Little, Too Late? - Berkshire Hathaway acquired $928 million of its own stock during the third quarter of 2018 through a series of purchases of Class A and Class B shares from...
2 weeks ago
Investing Caffeine

Will the Halloween Trick Turn into a Holiday Treat? - The interest rate boogeyman came out in October as fears of an overzealous Federal Reserve monetary policy paralyzed investors into thinking rising interes...
2 weeks ago
Glenn Chan's Random Notes on Investing

A model portfolio of large cap stocks - I’ve started an experiment where I’m keeping a public portfolio of large cap stocks via the Motley Fool CAPS system- you can view it here. I would like to...
2 weeks ago
Reminiscences of a Stockblogger

Comments on RumbleOn and Liqtech, also Smith-Micro and Vicor - I wrote a couple of lengthy responses in the comment section that I have reproduced here. One was on RumbleOn (here). The other was about Liqtech (here)....
3 weeks ago
Gannon on Investing

Revisiting the Stock Reports at Focused Compounding: Ark Restaurants (ARKR), BWX Technologies (BWXT), and Bank of Hawaii (BOH) - When someone joins Focused Compounding – *use the promo code “BLOG” to save $10 a month* – they get immediate access to the Singular Diligence archives. ...
4 weeks ago
extra guac

This Salad Tastes Too Good - Truth never damages a cause that is just. — Mahatma Gandhi It is a fact of life that the healthier a salad is, the worse it tastes. You already know how t...
4 weeks ago
Ockham's Notebook

What Private Equity Has In Common with Renaissance Charlatans - No man need despair of gaining converts to the most extravagant hypothesis who has art enough to represent it in favorable colors. -David Hume Sometimes ...
4 weeks ago
Bronte Capital

Schadenfreude: reposting a 2011 post on Sears - I posted on Sears in 2011. They finally filed bankruptcy. I am surprised it took that long. Here though is the post again. It reads okay. ---- We have ...
5 weeks 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...
1 month ago
Alpha Vulture

Nevada Gold & Casinos merger arbitrage - Last month Nevada Gold & Casinos (AMEX:UWN) announced that it had struck a deal to be acquired at $2.50/share, subject to certain minor adjustments. The co...
1 month ago
Alpha Vulture

Nevada Gold & Casinos merger arbitrage - Last month Nevada Gold & Casinos (AMEX:UWN) announced that it had struck a deal to be acquired at $2.50/share, subject to certain minor adjustments. The co...
1 month ago
Above the Market

Flirting with the Disinterested - Critics of the financial services industry frequently remind consumers that financial products are typically “sold” rather than “bought,” and implore them ...
1 month ago
Blog - Comus Investment, LLC

An Investing Metaphor - I don’t know how productive this will be to anyone’s understanding of investment, but I personally found the following to be a very simple and helpful th...
1 month ago
OTC Adventures

Southern Bancshares – SBNC - Southern BancShares is my favorite type of company. The firm is secretive, allergic to self-promotion, strongly profitable, and loves to return capital to ...
2 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.
3 months ago
Clark Street Value

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...
3 months ago
Net Net Hunter

Don’t Get Caught In A Net Net Value Trap - How do you tell the difference between a bargain stock and a net net value trap? Bryan Shealy explains how to avoid value traps and huge investment losses...
3 months ago
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.
3 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...
4 months 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...
5 months 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 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...
5 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 ...
6 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....
7 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...
7 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 ...
8 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...
9 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...
10 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...
10 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 ...
10 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...
11 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...
11 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...
11 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...
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, ...
1 year 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
Fundoo Professor

The Amit Wadhwaney Lecture - My friend Amit Wadhwaney, whom I have now known for almost a decade, and who until recently was Portfolio Manager with Third Avenue Managment, delivered an...
3 years ago
Columbia Financial Investment Group

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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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6/21/2016

Micro Cap Value with Insider Buying for the two day period ending 06/21/16

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