ShadowStock: Exploiting Market Anomalies with Neglected Data: Share buy backs at value creating prices

Blog List

Daily Speculations

Asking the right question, from Q. Humbert - Asking where is a Variant Perception (in the Michael Steinhardt sense) is one way to focus the (young) spec and structure his /her thoughts a bit. It is be...
1 hour ago
Visual Capitalist

Mapped: Inflation Rates Around the World in 2026 - Explore projected inflation rates across 191 countries in 2026, from soaring prices in Venezuela to lower inflation in the U.S. and China.
3 hours ago
The Big Picture

10 Friday AM Reads - My end-of-week morning reads: • Everyone Wants an Affordable America. Good Luck Agreeing on What That Means: Hanna Horvath on the affordability pitch ev...
4 hours ago
FlowingData

Policing protests in India - With more demonstrations and protests in India, Reuters charts and illustrates current tactics… *Tags:* India, police, protest
7 hours ago
Stock Screener – The Acquirer's Multiple®

Weekly Investing Roundup – News, Podcasts, Interviews (10/30/2026) - This week’s best investing news: Mohnish Pabrai’s Global Investment Playbook (CNBC-TV18) Bill Ackman says 2027 will be an amazing year for stocks as wars...
16 hours ago
A Wealth of Common Sense

Is Buying a House Now a Bad Investment? - Housing is not an investment. The post Is Buying a House Now a Bad Investment? appeared first on A Wealth of Common Sense. ...
21 hours ago
Abnormal Returns

Thursday links: voting share design - Companies - Apple ($AAPL) has been pushing flash memory makers around for a while. The tide has turned. (wsj.com) - DoorDash ($DASH) is buying ...
21 hours ago
Musings on Markets

The Anthropic Prospectus Arrives: My (but not the) IPO valuation! - I am a dabbler, by nature, moving on from topic to topic, but this year, I have spent more time than usual on AI, but that is because it seems to be ...
1 day ago
Good Investing

Raghav Mittal (Dhamma Capital): What allocators are getting wrong about India - [image: Raghav Mittal at the Good Investing Night Munich] Raghav Mittal of Dhamma Capital on why India's index hides its growth, how he checks governance...
1 day ago
value and opportunity

Verisure and Swiss Marketplace – Two more “busted IPOs” worth a second glance ? - DISCLAIMER: This is not investment advice. PLEASE DO YOUR OWN RESEARCH. Management summary: Following my post on the disappointing IPO of Birkenstock, I de...
1 day ago
Of Dollars And Data

Can You Count on Social Security in Retirement? - A few weeks ago, this tweet set off a firestorm on Twitter/X: JUST IN: 🇺🇸 US boomers overwhelmingly support higher taxes on younger workers to maintain ...
3 days ago
Reminiscences of a Stockblogger

Pulling on the Token Thread - This rabbit hole starts from the comments of Elon Musk on the SpaceX conference call last Tuesday night. Musk said that he expects to deliver 13 GW of data...
3 days ago
MicroCapClub

The 150-Bagger Value Investors Missed - John Barr is a portfolio manager at Needham Funds, where he runs small- and mid-cap growth strategies. Before Wall Street, he spent fourteen years in ele...
4 days ago
Ivanhoff Capital

More Rotations - MarketSurge powers the charts in this video. Anything AI is still in a correction mode. AI stocks led the market on the way up in the first half of the yea...
4 days ago
The Felder Report

‘Move Slow And Make Things’ - 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...
6 days ago
GreenWood Investors

Beyond Smart: The Intelligence Between Us -
6 days ago
Yet Another Value Blog

Farewell - It’s a little bittersweet to write this post (and record the attached podcast), as this will be my last post / podcast.
6 days ago
Novel Investor

Weekend Reads – 10/23/26 - Quote for the Week In every bank and brokerage house, in business places, on street corners and in elevators and restaurants — wherever people met — one co...
1 week ago
quoth the raven research

Guide to using AI in economic analysis - One piece of economic news can look good for one country and bad for another. Take rising oil prices. An exporter may welcome them, an airline may feel t...
1 week ago
Vitaliy Katsenelson Contrarian Edge

The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305 - We don’t have to go decades back to find an analogy. Just look back a few years, to the pandemic. We all lived through it, most of us in sweatpants. And ...
2 weeks ago
Essentia Analytics

The Disciplined Investor Podcast: Clare Flynn Levy - Essentia CEO Clare Flynn Levy joins Andrew Horowitz on The Disciplined Investor to discuss why recent performance is a poor measure of a portfolio manager'...
3 weeks ago
Investing Caffeine

AI: Will the World Go Dead or Markets Continue to Surge Ahead? - The internet caught fire last month when 27-year-old Jacob Coxon resigned from AI juggernaut Anthropic over safety concerns. After working in pretraining m...
4 weeks ago
The Rational Walk

Buffett Completes Succession Plan - Warren Buffett has completed Berkshire's succession plan as he steps down as Chairman.
5 weeks ago
Blog - Comus Investment, LLC

Cracks Forming - Sp 500 earnings inflation, AI trade conclusion, margin debt, and Kospi margin calls
3 months ago
Clark Street Value

Braemar Hotels & Resorts: Internalizing Management - Throwing together a quick note on Braemar Hotels & Resorts (BHR) (~$180MM market cap) before I start a busy Friday, forgive me if there are any glaring m...
4 months ago
Crossing Wall Street

Morning News: June 1, 2026 - Oil Prices Jump as U.S. and Iran Exchange Fire An LNG Glut Is On Its Way Turnberry Won’t Fix Transatlantic Trade. But It’s a Start […]
4 months ago
NoNameStocks

NoName Annual Performance 2025-2026 - My portfolio is up 31% this year, giving me a CAGR of 29.9% over the past 13 years since I bought my first stock in April 2013! It's my best performanc...
6 months ago
Stalwart Investment Advisors

Deciphering Price-Earning (PE) Multiple as a Valuation Tool - A high quality asset can be a poor investment if acquired at an obscenely high valuation (versus its intrinsic value). On the other hand, even an average...
6 months ago
Glenn Chan's Random Notes on Investing

Fox News coverage of Israel-Iran war is AI and fake (proof) - Fox News is now airing AI-generated footage as if it was real. Their ‘journalist’ must know this; it’s not journalism. I’ve compiled the signs of AI in the...
7 months ago
CFA Institute Enterprising Investor

Enterprising Investor Is Moving - Enterprising Investor is moving to CFA Institute Research and Policy Center (RPC) on March 23. The post Enterprising Investor Is Moving appeared first on...
7 months ago
Fundoo Professor

The Misunderstood Role of Dividends in Long-term Stock Returns - There exists a peculiar blind spot in the Indian investment psyche. Many investors dismiss dividend-paying stocks as tax-inefficient vehicles for returns. ...
7 months ago
The Value Investing Blog of Old School Value

Aggressive Accounting Reserves Allowances Contingent Liabilities - In the world of stock analysis, understanding a company’s financial statements is paramount. Yet, the numbers on a balance sheet or income statement don’t ...
8 months ago
Blog - Two Centuries Investments

The Day Got Split in Two - It happened again. The last time was ChatGPT in early 2023. Before that, it was discovering Market QA backtesting software in 2004. And before that, it w...
8 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
9 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
9 months ago
Mathematical Investor

Artificial intelligence: Nirvana or apocalypse? - Google data center in Ohio Artificial intelligence’s march of progress Without doubt, artificial intelligence (AI) and machine learning (ML) systems hav...
11 months ago
Leaven Partners

Why No Management Fee Matters for Investors - When evaluating hedge funds, one of the most important—but often overlooked—factors is the fee structure. At Leaven Partners, we made a deliberate choice f...
1 year 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...
2 years 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...
2 years 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...
2 years 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, ...
3 years 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...
3 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...
3 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...
3 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...
3 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 ...
4 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...
4 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...
5 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...
5 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...
5 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 ...
5 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...
5 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 ...
6 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...
6 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...
6 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...
6 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...
6 years ago
backoftheenvelopeinvesting

I’m all over the place - Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings...
6 years ago
Above the Market

Top Ten Behavioral Biases, Illustrated #10: Often Wrong But Never in Doubt (Bias Blindness) - “A person is smart. People are dumb, panicky, dangerous animals and you know it.” We all suffer from the cognitive and behavioral biases I have been high...
6 years ago
STREETS OF VALUE

Kofola Československo a.s (KOFOL.PR) - Coca Cola and Pepsi dominate pretty much every soft drinks market in the world. There are only a handful of companies that have managed to successfully com...
6 years ago
The Brooklyn Investor

Coronavirus, Munger etc. - *Munger* Munger is looking and sounding great at the DJ annual meeting (I wasn't there; just watched the video). His 'wretched excess' seems to be more abo...
6 years ago
the patient investor's blog

Thoughts on PESI from LCA Y/E Letter - Perma Fix (PESI) is one of the newer holdings in the Long Cast Advisers portfolio. I wrote about it in our year-end letter (link) and wanted to just focus ...
6 years ago
Bull, Bear and Value

My Annual Schedule of Investments - Happy New Year! A whole year without a post! Well, it reflects my investing attitude in the year. I haven't traded much. I have added significantly to two...
6 years ago
Global Investing Insight

An Analysis of “Graham’s Net-Nets: Outdated or Outstanding?” - Introduction In an earlier post we analyzed the prominent and often cited study on “net nets”, “Benjamin Graham’s Net Current Asset Values: A Performance ...
6 years ago
Uncle Stock Blog

What’s new – August 2019 - During the past 6 months, Uncle Stock received a lot of suggestions. Many of these suggestions are added to the product. This post gives a brief overview...
7 years ago
Long Term Value Blog

Why would you buy that (GME)? and other updates (GLIBA) - Last year around this time I made a couple of interesting purchases; I bought shares of GCI Liberty (GLIBA) and Charter Communications (CHTR) on the same d...
7 years ago
25iq

Secrets of Sand Hill Road (Venture Capital and How to Get It) — Know Venture Capital Before You Get Married to a Venture Capitalist - Scott Kupor’s new book Secrets of Sand Hill Road is a bottom-to-top explanation of venture capital and other aspects of growing a business intended for fou...
7 years ago
MFI Diary

Does Value Investing Still Work? - *Does Value Investing Still Work?* In today's world, I at times wonder whether value investing is dead. At least for the average investor. I mean think...
7 years ago
Distressed Debt Investing

10 Years Goes By Fast - On April 2nd, 2009 I sat down to write a post on distressed debt entitled "What is distressed debt investing?" *The blog celebrates its 10 year anniversary...
7 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...
7 years ago
Blog - Factor Investor

Why Do Markets Go Up? - Stock markets are the greatest compounders of wealth the world has ever seen. Sadly, most introductory investment courses and literature do not begin with ...
7 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...
7 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...
8 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.
8 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...
8 years 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....
8 years 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...
8 years ago
Classic Value Investors

A Journey of Making a Latin Shirt -
10 years ago
Get Stock Ideas From Famous Value Investors

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Columbia Financial Investment Group

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ELEMENTARY VALUE - Investing Blog

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ELEMENTARY VALUE - Investment Strategy And Ideas

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DATAROMA Invest Alongside Superinvestors

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Acquirers Funds

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Seth's Blog

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csinvesting

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ShadowStock: Exploiting Market Anomalies with Neglected Data

Pages

6/24/2009

Share buy backs at value creating prices