ShadowStock: Exploiting Market Anomalies with Neglected Data: Graham Net Net or Discovery on 11k stocks as of 11/11/24

Blog List

FlowingData

LLM-driven robot made of garbage - We like to imagine a world of autonomous robots that take care of… *Tags:* Chris Fenton, Large Language Model, robot
5 hours ago
Daily Speculations

Poker player’s brain, from Jeff Watson - The Incredible Brain of a Poker Player A true social phenomenon, poker is not just a game of chance and money. From a scientific perspective, we can think ...
11 hours ago
Stock Screener – The Acquirer's Multiple®

Cliff Asness: The Next 20 Years Will Be A Golden Era for Rational Investors - In his latest interview with Excess Returns, Cliff Asness discusses the challenges and opportunities of rational investing, particularly during periods of ...
16 hours ago
Abnormal Returns

Wednesday links: the ultimate time machine - Media - Comcast ($CMCSK) is spinning off its cable networks, including MSNBC and CNBC, into a standalone company. (variety.com) - Apple ($AAPL)...
20 hours ago
Yet Another Value Blog

Random Ramblings NOV 2024: Post-Election, how top investors stay on their game, existential risks (podcast #278) - Welcome to the November 2024 edition of Andrew's Random Ramblings on the Yet Another Value Podcast.
1 day ago
quoth the raven research

Comparing traditional fax machines with online fax services - But does traditional faxing truly offer greater security due to its limited exposure to the Internet and third-party services? In response, online fax se...
1 day ago
A Wealth of Common Sense

Animal Spirits: Everyone in the Pool - On today's show we discuss 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule e...
1 day ago
CFA Institute Enterprising Investor

Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing - In golf, a hole-in-one is a remarkable feat. The odds? Roughly one in 850,000 from a distance of 150 yards – practically a statistical anomaly. Yet, the 20...
1 day ago
The Big Picture

Transcript: Colin Camerer on Neuroeconomics - The transcript from this week’s, MiB: Colin Camerer on Neuroeconomics, is below. You can stream and download our full conversation, including any pod...
2 days ago
Of Dollars And Data

The Things You Can’t Buy - I recently got back from a trip to Kosovo to visit my now fiancée's family (more on that in a moment). Kosovo is located in southeastern Europe in the hear...
2 days ago
Good Investing

Gabelli’s Berkshire Hathaway Panel 2024 - [image: Gabelli Berkshire Hathaway Panel 2024] Here, you can find a transcript of the Gabelli’s Berkshire Hathaway Panel 2024 with: Introduction to Gabelli...
2 days ago
The Rational Walk

The Digest #225 - A Dangerous Interregnum, Trump's Energy Policy, Damodaran on ESG, Buffett in 1970, Inflation's Role in Trump's Victory, Taxes in Retirement, James J. Hill,...
3 days ago
Ivanhoff Capital

Crypto and Financials Remain Strong - MarketSurge powers the charts in this video. The post-election rally didn’t last long. Most of the gains were quickly reversed over the past week. The main...
3 days ago
Blog - Two Centuries Investments

November 2024 Market Update: U.S. Large Cap Equities Remain Preeminent - *1. The U.S. equity market continues to outperform. * In October, the U.S. equity market, as proxied by the S&P 500 Index, declined near 1% but still outpe...
4 days ago
value and opportunity

Some links 18/2024 - Alluvial Capital with an interesting Colombian “sum of the parts plus catalyst” Cement company A great deep dive into the much improved technology of Desal...
5 days ago
The Felder Report

What Could Possibly Go Wrong? - 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
Leaven Partners

Performance of Losing Stocks: Evidence from Japan’s Net-Nets - As one of my readers pointed out, it is now well accepted theory that stock prices exhibit a long-term reversal effect: stocks that experience long-term pr...
5 days ago
Musings on Markets

The Siren Song of Sustainability: The Theocratic Trifecta's Third Leg! - You might know, by now, of my views on ESG, which I have described as an empty acronym, born in sanctimony, nurtured in hypocrisy and sold with sophi...
6 days ago
Vitaliy Katsenelson Contrarian Edge

Choosing an Investment Manager: Beyond Warren and Charlie – Ep 237 - If you were obliged to invest all your investable assets with one person and you couldn’t choose Warren or Charlie, whom would you pick? 📩 Join 90,000...
6 days ago
Essentia Analytics

The Behavioral Alpha Benchmark: Q3 2024 Ranking - Our portfolio manager assessment identifies the top five investment decision-makers, while powerful new insights emerge from our analysis.
1 week ago
NoNameStocks

Value for the Patient at Globex - I don't normally look at companies like this but Globex Mining Enterprises ( GLBXF) is not what you think. They have an incredible balance sheet with $7....
1 week ago
Visual Capitalist

Ranked: Union Membership by Industry in America - Despite a boom in collective bargaining efforts, union membership stands at record lows. We show the top 10 industries by unionization rates. The post Ra...
1 week ago
Clark Street Value

Singular Genomics Systems: Exclusivity Period w/ Deerfield, Spread Remains - Singular Genomics Systems (OMIC) ($60MM market cap) is an early stage medical device company, they have one commercial product (G4) and one in developmen...
2 weeks ago
Investing Caffeine

Past Elections Status Quo Means No Need for Woe - Scarier than Halloween, the current presidential election is causing people on both sides of the political aisle to be frightened by the idea of their cand...
2 weeks ago
GreenWood Investors

Dual Daughters in Dual Classes - This article is part of a series on governance and references a white paper on Owner Operators that is undergoing peer review. To receive early access to t...
2 weeks ago
Stalwart Investment Advisors

Is Hold = Buy ? A Perennial Debate - Model Portfolio vs Customized Portfolio In the investing world, there are two schools of thought – one which believes there are only two states for a sto...
3 weeks ago
25iq

A Dozen Things I’ve Learned from Jenny Lee about Investing and Business - Jess Lee is an investing partner at Sequoia Capital and the former chief executive officer of Polyvore (a fashion web site allowing users to create shareab...
1 month ago
MicroCapClub

Avoiding the ‘Uh-Oh’ Moments - With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
1 month ago
Fundoo Professor

Teaching Note on Shriram Finance - This note, written on January 22, 2024 was used for my lectures at Flame University. This is not a recommendation to buy the stock. I used this case to hig...
2 months ago
Blog - Comus Investment, LLC

The Everything Hedge - Summary: -QQQ options trade at a substantial pricing discount to the options of their constituent stocks, and are among the cheapest on the market by IV -D...
2 months ago
Crossing Wall Street

Morning News: September 4, 2024 - Oil Prices Fall Below $70 a Barrel. OPEC+ and Libya Expected to Increase Output Climate Losses Batter Insurers While Reinsurers Step Back Japan’s Era of […]
2 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...
3 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...
3 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...
6 months 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...
6 months ago
Alpha Vulture

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
6 months ago
Alpha Vulture

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
6 months 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...
8 months ago
Mathematical Investor

Overcoming experimenter bias in scientific research and finance - History of measurements of the speed of light; from Henrion and Fischloff, “Assessing uncertainty in physical constants,” American Journal of Physics, Se...
9 months 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...
11 months ago
the patient investor's blog

Letter to the RSSS Board - I've originally wrote about RSSS in the Long Cast 4Q22 letter, which can be found here. I think the new CEO, Roy Olivier, is operating at a high level an...
1 year ago
The Brooklyn Investor

Migrating Blog - Long time no see! Thanks for all the comments, even though I realized I haven't posted a single thing in just over 2 years. I still get emails from old r...
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, ...
1 year ago
AdventuresInCapitalism | Small Companies–Big Upside

I Just Don’t Know… - Long-time readers of this site know that I prefer an investing style that is both highly-concentrated and hyper-aggressive. My only goal is to maximize ret...
1 year ago
Distressed Debt Investing

Takeaway Tuesday #9 - Happy Tuesday everyone. Its been a busy couple weeks post Reorg's FinDox announcement. Markets have been strange at best. I do think we are in an interes...
1 year 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...
1 year 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
Bull, Bear and Value

GL Sciences: An Undervalued Japanese Technology Company - GL Sciences Inc. (TYO:7705) is a Japanese small cap with two main business segments. The first makes gas/liquid chromatography equipment and other relate...
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 ...
2 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...
2 years ago
backoftheenvelopeinvesting

Going nuclear: Assystem short notes - Business One of the leading nuclear engineering companies in the world from France Operating mainly in France, UK, Central Europe, Middle-East and India to...
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...
3 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...
3 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 ...
3 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...
3 years ago
Uncle Stock Blog

Benefits of Using a Fundamental Stock Screener - See our guest contribution at Daytradingz: Benefits of Using a Fundamental Stock Screener The post Benefits of Using a Fundamental Stock Screener appeare...
3 years ago
Blog - Factor Investor

Current State of Affairs for Value, Profits, and Debt - Values woes, profitability, debt trends, and a possible catalyst in value’s favor.
4 years ago
Above the Market

The Better Letter - Most of my writing these days is for my weekly newsletter. Check it out here.
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...
4 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...
4 years ago
STREETS OF VALUE

March 2020 Portfolio Update - March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against ...
4 years ago
MFI Diary

2019 In Review - *2019 In Review* Happy New Year to any followers still out there. As you may have guessed, for the time being I have pretty much tossed in the towel on M...
4 years ago
Global Investing Insight

An Analysis of “Testing Benjamin Graham’s Net Current Asset Value Strategy in London” - · Authors: Ying Xiao and Glen C. Arnold · A version of this paper can be found here · Want to read our summaries of academic finance ...
4 years ago
Long Term Value Blog

Upping the ante on GameStop (GME) - Since I started writing this piece, a number of articles have come out about the company and the stock price, and shares have risen more than 10%. I still...
5 years ago
Cigarrfimpar

An End and a New Beginning - Long time, no see! A career change and the birth of my first child caused me to take a time-out from the scene of investing. As I started to write this pos...
5 years ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2019 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. *2019 Yellow BRKers details:* Friday May 3rd from 4 PM...
5 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...
5 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...
5 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...
6 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...
14 years ago
Columbia Financial Investment Group

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DATAROMA Invest Alongside Superinvestors

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ELEMENTARY VALUE - Investment Strategy And Ideas

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hidden value.

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Seth's Blog

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ELEMENTARY VALUE - Investing Blog

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Get Stock Ideas From Famous Value Investors

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csinvesting

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Acquirers Funds

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Graham Net Net or Discovery on 11k stocks as of 11/11/24