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

My Blog List

Scientific American Content: Global

Asteroid, Meteor, Meteorite and Comet: What's the Difference? - The terms asteroid, meteor, meteorite and even comet are often used interchangeably...but what is the difference? -- Read more on ScientificAmerican.com
10 minutes ago
The Big Picture

10 Wednesday AM Reads - My midweek morning train reads: • The Death of Retail Is Greatly Exaggerated (Moody’s) • The 300 secrets to high stock returns (Chicago Booth Review) • N...
33 minutes ago
Crossing Wall Street

Morning News: May 23, 2018 - Trade and Growth Fears Spark Dash For Safe Havens America’s Profit Boom Leaves Europe’s Corporations Trailing How Bad Can Things Get for Italian Markets? B...
1 hour ago
FlowingData

Amazon Rekognition for government surveillance - Amazon’s Rekognition is a video analysis system that promises to identify individuals in… *Tags:* Amazon, government, surveillance
1 hour ago
The Irrelevant Investor

Animal Spirits: What it Takes to Be Wealthy - On this week’s Animal Spirits, we discuss: Jack Bogle’s battle… …All hedge funds are not bad Active vs passive? Yes. Again? Yes. Thinking outside the box ...
2 hours ago
Nautilus

The Case Against Geniuses - Facts So Romantic - *The notion of genius as a capability a person can possess has come under attack recently in several ways.*Pxhere / Public Domain Once you’re called a “g...
5 hours ago
Vintage Value Investing

Do Returns On Capital Matter? - It seems intuitive that companies with high returns on the capital will perform better than their less efficient peers. I have been spending some time th...
6 hours ago
The Mission - Medium

Are we already living in a virtual world? - The Mission Newsletter, 5/22/18 “As we express our gratitude, we must never forget that the highest appreciation is not to utter words but to live by them....
15 hours ago
Investing – 24/7 Wall St.

Tuesday’s Biggest Winners and Losers in the S&P 500 - Tuesday started out as a positive day for the broad U.S. markets, but everything turned south as the day went on. The Dow was the first to turn negative, l...
16 hours ago
The Reformed Broker

Getting Bogle’s Back - ...
16 hours ago
Abnormal Returns

Tuesday links: the race is on - 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...
17 hours ago
Visual Capitalist

Infographic: What is Stock Fraud? - What are the eight types of stock fraud, and what are the tell-tale signs that indicate a situation may be fraudulent? This infographic dives in. The pos...
17 hours ago
MFI Diary

Buy When Fearful Experiment - *Buy When Fearful Experiment* I continue to track my Experiment of just buying stocks when you are fearful. I was getting way too many transactions, so he...
18 hours ago
Musings on Markets

Walmart's India (Flipkart) Gambit: Growth Rebirth or Costly Facelift? - On May 9, 2018, Walmart confirmed officially what had been rumored for weeks, and announced that it would pay $16 billion to acquire a 77% stake in Flipka...
18 hours ago
A Wealth of Common Sense

The Lump Sum vs. Dollar Cost Averaging Decision - Investors often assume the markets are working against them. For those with a large slug of cash to put to work in the markets, the fear is they will put a...
19 hours ago
The Felder Report

Eric Cinnamond On ‘The Rapidly Increasing Inflationary Environment’ -
20 hours ago
Brain Pickings

Singularity: Poet Marie Howe’s Beautiful Tribute to Stephen Hawking and Our Belonging to the Universe - "Do you sometimes want to wake up to the singularity we once were?"
20 hours ago
CFA Institute Enterprising Investor

Why Everyone Hates Finance and What to Do about It - "Finance is being demonized, and it's being demonized because people don't understand it," Mihir A. Desai says. "If we want to stop demonization, we have t...
21 hours ago
Value Investing Journey

Value Investing In Your Car Episode 18 – Why Goodwill Is Useless - Value Investing In Your Car Episode 18 – Why Goodwill Is Useless In these Value Investing In Your Car Episodes, we talk about mental models: when does va...
22 hours ago
Of Dollars and Data

Borrow…If You Dare - On The Dangers of Leverage and the Importance of the Investment JourneyPhoto: Pixabay I was recently at lunch with Jim O’Shaughnessy, the famed investor, ...
1 day ago
TraderFeed

Making Your Trading Consistent, Your Learning Intensive - Too many traders focus on going fast--taking more trades, making more big trades--rather than build the consistency that can nourish a career. Consistenc...
1 day ago
Susan Weiner's Blog on Investment Writing

Improve your design skills with this book - Want to improve your design skills? Would you like to be able to look at something and have ideas about how to tweak its design? The Non-Designer’s Desig...
1 day ago
The Value Investing Blog of Old School Value

6 Data Driven Reasons Why Micron Has 20% Upside - What You'll Learn - DRAM generates huge amounts of FCF. - Fundamental metrics are pointing in the right direction with valuation multiples showing that M...
1 day ago
Daily Speculations

Science As The Work of Finding the Parts of What We Know that Experiment Proves to be Wrong, from Stefan Jovanovich - I was reading this: “Our main finding is that economic data do not appear informative enough to uniquely identify the relevant predictors when a large pool...
1 day ago
Ivanhoff Capital

Momentum Monday – Bull Markets Correct Through Sector Rotation - Charts in this post are powered by MarketSmith. The recent rally in interest rates is redrawing the market map. While emerging markets and high-yield stock...
1 day ago
Altucher Confidential

357 – Jordan Harbinger: How to Keep Growing and Keep Moving Forward - “I was growing more and more disillusioned,” Jordan Harbinger said. Jordan and I were finally catching up. So I wanted to know what happened. See, Jordan...
1 day ago
Canadian Diversified Investor

Portfolio Gardener - That is the title of my new e-book on investing. It is a compilation of blog posts with current comments added. The posts are not in chronological order bu...
1 day ago
csinvesting

Condemned to Repeat the Mistakes of the Past - Here We Go Again…….. Financial bubbles are not accidents but rather inevitable outcomes of our asset-backed banking system. To illustrate: imagine a homeow...
1 day ago
value and opportunity

Metro update: Bad, but may be not so bad at all ? - A quick update on the Metro case. This is how I ended the Metro post from a few days ago: For me, it is currently too early to do something. It is not clea...
2 days ago
Gannon on Investing

You’re Now Getting 3 Podcasts a Week: Mondays, Wednesdays, and Fridays – Here’s an Off-Topic One - New podcast episodes will now come out 3 times a week: Mondays, Wednesday, and Fridays. For our first podcast on this 3-episodes a week schedule, Andrew ...
2 days ago
Investing Rationally

Runaway Healthcare Costs in the USA – Failing Conventionally - Case One: President Garfield On July 2, 1881, President Garfield was shot twice. The non-fatal bullet lodged in his abdomen. The President was a VIP and ...
2 days ago
25iq

Business Lessons about Growth from Andrew Chen (Andreessen Horowitz) - Andrew Chen is a general partner at Andreessen Horowitz. Previously, he led the Rider Growth teams at Uber. He holds a B.S. in Applied Mathematics from the...
3 days ago
Novel Investor

Happy Hour: Howard Marks on the Two Risks - Every bull market ends. When this one ends is anyone’s guess. But that won’t stop people from asking when or guessing either. The fact that nobody knows ...
4 days ago
The Grumpy Economist

Alexander Hamilton's solar panels - I think I finally have figured out why California is mandating solar panels on top of houses. (WSJ story here.) As energy, environmental, or housing policy...
4 days ago
Reminiscences of a Stockblogger

A Game Changer Acquisition for Altura - I mentioned Altura last week in a comparison table I made to Zargon and Gear Energy. As I noted in the comments, I had a position in the stock in another...
6 days ago
Vitaliy Katsenelson Contrarian Edge

Public Speaking. London. Laguna Beach - A few years ago, after I read Tim Ferriss’ Tools of Titans, I made a deliberate decision to maximize doing things I love and minimize doing things I am i...
1 week 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...
1 week ago
Barel Karsan

Skin In The Game - I always look forward to Taleb's books, and Skin in the Game: Hidden Asymmetries in Daily Life was no different. I generally agree with the major themes of...
1 week ago
GreenWood Investors

First Quarter 2018 Letter: A Builder’s Approach to Public Markets -
1 week ago
MicroCapClub

Invest in Owner Management - I’m a full time private microcap investor. The smaller the company the greater the emphasis investors should place on selecting the right founders and CE...
2 weeks 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 weeks ago
Investing Caffeine

Why the Masses Missed the 10-Year Bull Market - The investing masses generally are notoriously short-termed focused. Although the overall stock market notched another gain this month, stock values are st...
2 weeks ago
CitronResearch.com - Andrew Left, Executive Editor

Citron Research is Bullish on the Most Shorted Stock in the World. - Alibaba on its way to $250 Citron Research believes the most compelling growth story in the market is also the world’s most heavily shorted stock. The prof...
2 weeks ago
Alpha Vulture

New York REIT declares $4.85 liquidation distribution - Yesterday the New York REIT declared a $4.85 liquidation distribution. The liquidation of the company is progressing as planned and the only two assets rem...
3 weeks ago
Alpha Vulture

New York REIT declares $4.85 liquidation distribution - Yesterday the New York REIT declared a $4.85 liquidation distribution. The liquidation of the company is progressing as planned and the only two assets rem...
3 weeks 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 weeks 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) ...
3 weeks 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 weeks 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 weeks ago
Concentrated Value

Going Nano - I have been interested in moving into the nano-cap world for a while now. If I know I am not smart enough to know more than the market at its most efficien...
3 weeks ago
NoNameStocks

CNGA Comes Back to the Light - Conair Corp (CNGA) de-registered from the SEC in 1995 and completely disappeared. They did not file reports anywhere. The stock sank to the bottom while ...
3 weeks ago
What Works on Wall Street

How To Arbitrage Human Nature - People want to believe the present is different than the past. Markets are now computerized, high-frequency and block traders dominate, the individual in...
3 weeks ago
backoftheenvelopeinvesting

Telia Lietuva: Growing Baltic Telco (with Discount?) - Telia Lietuva is telco operating in Lithuania, one of the three growing Baltics countries in Eastern Europe (among Estonia and Latvia) and one the fastest ...
4 weeks ago
Clark Street Value

Tropicana Entertainment: Deal with GLPI & ERI, Merger Arb - This won't be actionable for some readers, but Tropicana Entertainment (TPCA, 84% owned by IEP) announced a deal today where Gaming & Leisure Properties (G...
5 weeks ago
Glenn Chan's Random Notes on Investing

Pretium part 4: Geological controls + Strathcona resignation letter - Ivor Jones’ technical report uses the wrong geological controls. When Pretium expanded the bulk sampling program, it went out of its way to trace and exca...
1 month 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....
1 month 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...
1 month ago
Above the Market

Pay the Price - My latest column for Investment Advisor magazine is now available digitally. Since the accompanying charts could not be reproduced, I am posting the entire...
1 month 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...
2 months ago
INCERTO - Medium

What do I mean by Skin in the Game? My Own Version - When selecting a surgeon for your next brain procedure, should you pick a surgeon who looks like a butcher or one who looks like a surgeon? The logic of ...
2 months ago
Bull, Bear and Value

Why I Bought Adrenna Properties - Once in a while a company a catches my eye because of its performance relative to price. But the company ownership structure makes it not feasible to buy. ...
2 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 ...
2 months ago
Distressed Debt Investing

Reorg Research - Official Launch of Reorg Covenants Prime - In April last year, we officially launched Reorg Covenants, a product that helps market participants and their advisers understand the inherent risks and p...
3 months ago
extra guac

Why You Should Plan a Heist - You can plan a pretty picnic, but you can’t predict the weather. -Outkast, Ms. Jackson (2000) The operative word in the title is plan. Don’t do a heist. If...
3 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...
3 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...
4 months ago
The Rational Walk

Book Review: Early Bird – The Power of Investing Young - “Compound interest is the 8th wonder of the world. He who understands it earns it. He who doesn’t pays it.” — Attributed to Albert Einstein The quote abo...
4 months ago
The Brooklyn Investor

Barnes & Noble (BKS) - I love books, and out of all the retailers out there in the past five, ten years, I've spent more time at BKS than anywhere else. It used to be Tower Recor...
4 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...
4 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 ...
4 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...
5 months ago
OTC Adventures

NASB Financial – NASB:OTC - I am in the midst of my annualish trek through all the community banks that trade over the counter. These range from the truly tiny, with balance sheets un...
5 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...
5 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...
5 months ago
Net Net Hunter

How Pro Cigar Butt Investor Jim Moore Sorts Cigars from Soggy Leftovers - Cigar butt investing? Not all net nets are soggy seconds. In this article pro investor Jim Moore teaches you how to find true gems. The post How Pro Ciga...
6 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...
7 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...
8 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 ...
8 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...
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
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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6/21/2016

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

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