ShadowStock: Exploiting Market Anomalies with Neglected Data

"There Are No Bad Assets, Just Bad Prices."

Pages

  • Home
  • Stock Ideas October 13, 2026
  • Discovery October 13, 2026
  • Magic Formula: October 13, 2026

1/31/2010

Direct insider buys 01/25 to 01/29

See Results
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest
Newer Post Older Post Home

Search This Blog

Blog List

  • Visual Capitalist
    Quality of Life vs. Cost in 99 Cities Across the Americas - Which cities offer the best quality of life for the cost? Explore how 99 cities across the Americas compare on affordability and livability.
    11 hours ago
  • Abnormal Returns
    Monday links: the race to the bottom - Markets - The past 15 year have seen way above average equity returns. (awealthofcommonsense.com) - If you believe in stock market seasonality,...
    13 hours ago
  • Reminiscences of a Stockblogger
    Framing Oracle - Apart from the shitshow that is Coreweave, Oracle is probably the most maligned of the datacenter providers. Oracle gets a lot of attention because it is ...
    14 hours ago
  • The Big Picture
    The Long History of Underreporting Inflation - It’s infuriating with each inflation print: Some economist or strategist waves off the hot headline number, advising you to focus on the core. The mo...
    15 hours ago
  • A Wealth of Common Sense
    Talk Your Book: The Case for Value and Momentum - Today’s Talk Your Book is brought to you by Victory Capital: To learn more about Victory Capital click here: www.vcm.com On today’s show, we discuss: Why v...
    18 hours ago
  • value and opportunity
    Some links 26/2026 - Chinese researchers conclude that Ai cannot pick (Chinese) stocks successfully The Slow Compounding Substack on Swedish Serial Acquirer Momentum Group KNA ...
    19 hours ago
  • FlowingData
    Calculation volumes for AI training - More big numbers coming in. For NYT’s the Upshot, Aatish Bhatia demonstrates the… *Tags:* Aatish Bhatia, calculations, scale, training, Upshot
    20 hours ago
  • Stock Screener – The Acquirer's Multiple®
    The 10 Cheapest Large-Cap Stocks This Week - This week’s Acquirer’s Multiple® Large-Cap screen highlights attractive valuations across energy, financials, materials, technology and healthcare. Energ...
    1 day ago
  • Ivanhoff Capital
    Correction in AI Stocks - MarketSurge powers the charts in this video. Anything AI-related is currently under distribution, which notably accelerated last week. Software and semis l...
    1 day ago
  • Daily Speculations
    When the Planners Fail, We Must Be Ready, by Peter C. Earle - When the Planners Fail, We Must Be Ready The political left and right disagree about who should benefit from government action and which industries or cult...
    1 day ago
  • The Felder Report
    Robinhood vs. Robin Hood - 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
  • Novel Investor
    Weekend Reads – 10/16/26 - Quote for the Week The most remarkable feature of the bull market of 1982-87 was not its October meltdown. Rather, this bull market distinguished itself by...
    3 days 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 ...
    4 days ago
  • MicroCapClub
    Keep Evolving - By 1969, Miles Davis was already a legendary jazz musician. Kind of Blue (1959) was already considered the greatest album of the entire genre. But by the...
    4 days ago
  • Good Investing
    Gisela Baur: What 30 years with Warren Buffett taught me - [image: Gisela Baur: 30 years with Warren Buffett, Good Investing Night Munich] Gisela Baur on 30 years with Warren Buffett: his memory, his circle, Mun...
    5 days ago
  • Yet Another Value Blog
    October 2026 Random Ramblings - YAVP #428
    5 days ago
  • Of Dollars And Data
    Who Got Richer Since 2022? - Last Friday, the Federal Reserve released the results of its 2025 Survey of Consumer Finances (SCF), which takes a detailed snapshot of American households...
    6 days ago
  • Musings on Markets
    Stock Prices, Earnings and Cashflows: The AI Effect plays through! - In a post at the end of August 2026, I talked about interest rates in 2026 and marveled at the capacity of equities to keep rising in the face of rising ...
    1 week 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'...
    1 week 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...
    2 weeks ago
  • quoth the raven research
    Why 3D design is the future - You can see the shift at both ends of the spectrum. For a homeowner, the brief might be as simple as design my bathroom from an existing photo and explor...
    2 weeks ago
  • GreenWood Investors
    The Right to Win -
    3 weeks ago
  • The Rational Walk
    Buffett Completes Succession Plan - Warren Buffett has completed Berkshire's succession plan as he steps down as Chairman.
    4 weeks ago
  • Blog - Comus Investment, LLC
    Cracks Forming - Sp 500 earnings inflation, AI trade conclusion, margin debt, and Kospi margin calls
    2 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...
    5 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...
    6 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
    -
  • Columbia Financial Investment Group
    -
  • ELEMENTARY VALUE - Investing Blog
    -
  • ELEMENTARY VALUE - Investment Strategy And Ideas
    -
  • DATAROMA Invest Alongside Superinvestors
    -
  • Acquirers Funds
    -
  • Seth's Blog
    -
  • csinvesting
    -
Show 10 Show All
Awesome Inc. theme. Powered by Blogger.