ShadowStock: Exploiting Market Anomalies with Neglected Data: Magic Formula 11/22/24

Blog List

Ivanhoff Capital

The Trading Themes After the Elections - MarketSurge powers the charts in this video. There have been three distinct themes after the elections. Anything crypto-related has been the clear market l...
3 hours ago
Abnormal Returns

Sunday links: not worrying about the why - Markets - Consensus earnings estimates did not follow the typical pattern in 2024. (tker.co) - It's hard not to see signs of market froth. (awe...
9 hours ago
The Big Picture

Ask the Compound - Fun conversation with Ben Carlson on various ways people make mistakes about Investing, Real Estate and our emotional decision making about all of th...
12 hours ago
A Wealth of Common Sense

Why I’m Selling Some Bitcoin - Why I'm selling half of my Bitcoin position. The post Why I’m Selling Some Bitcoin appeared first on A Wealth of Common Sense. ...
14 hours ago
Daily Speculations

Stops, from Hernan Avella - Contrary to what has often been repeated on this esteemed list over the years, the art and process of trading is fundamentally the art and process of setti...
23 hours ago
Yet Another Value Blog

First Foundation's Eric Speron on the Lagardere SA situation: spin out, publishing, travel retail (episode #279) - Eric Speron, Managing Director of Equities, PM of First Foundation Total Return (FBBYX) at First Foundation, Inc., joins the podcast to share his thesis on...
1 day ago
The Felder Report

Corporate Insiders Are Jumping Ship - 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...
2 days ago
Clark Street Value

Howard Hughes: Updated Thoughts After Investor Day - I wanted to bring Howard Hughes Holdings (HHH, fka HHC) ($4.1B market cap) back up front as they just had their investor day this past Monday where they ...
2 days ago
CFA Institute Enterprising Investor

A Reality Check on Private Markets: Part III - Is IRR misleading investors? Discover the flaws in traditional performance measures and how solutions like NAV-to-NAV IRR can offer a clearer view of priva...
2 days ago
FlowingData

Movie runtimes framed by life expectancy - Memento Movi, a mini-app by Michael Condouris, is what you get when you… *Tags:* humor, Michael Condouris, mortality
2 days ago
Stock Screener – The Acquirer's Multiple®

American Express Co (AXP) DCF Valuation: Is The Stock Undervalued? - As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the s...
3 days ago
Vitaliy Katsenelson Contrarian Edge

A Balanced Life: My Approach – Ep 238 - 📩 Join 91,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value I...
3 days 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...
4 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...
5 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...
5 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,...
6 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...
1 week 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...
1 week 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...
1 week 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...
1 week 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...
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...
3 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...
3 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...
4 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...
2 years 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...
2 years 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
hidden value.

Currency Exchange International (TSX:CXI) - Elevator Pitch Currency Exchange International (“CXI”) is a foreign exchange company, run by its Founder, who continues to hold >20% of the shares outstand...
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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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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Magic Formula 11/22/24