ShadowStock ... Deep Value, Contrarian Investing: Direct insider buys 01/25 to 01/29

My Blog List

value and opportunity

Book review: Ted Seides – “So you want to start a Hedge Fund” - Ted Seides, the author of this book came to some fame because of his 2007 bet with W. Buffett where he claimed that he could pick 5 (hedge) fund-of-fund ma...
1 hour ago
Paste - Recently Added

Listen to a Devo Concert From 1980 -
6 hours ago
Scientific American Content: Global

The Shark That Conquered the Whorl - Journalist and author Susan Ewing talks about her new book Resurrecting the Shark: A Scientific Obsession and the Mavericks Who Solved the Mystery of a 270...
7 hours ago
The Big Picture

Game of Thrones: Libertarian Edition - Warning: spoilers As HBO’s blockbuster series Game of Thrones returns for its seventh season, Reason offers its own freedom-filled parody. A libertaria...
7 hours ago
The Reformed Broker

Clips From Today’s Halftime Report - ...
10 hours ago
Crossing Wall Street

Healthcare Breakout? -
10 hours ago
Daily Speculations

13 Things to Understand about Bears: Lessons for Stock Market Investors, from Allen Gillespie - 1. There are lots of signs in Grand Teton and Yellowstone National Park that read "Be Bear Aware." Lesson for Investors: Even when things look great, bear ...
10 hours ago
Investing – 24/7 Wall St.

GE, IBM Land in Friday’s 52-Week Low Club - GE, DryShips, IBM, and U.S. Silica all posted new 52-week lows on Friday.
12 hours ago
Abnormal Returns

Friday links: too high or too low - Notes: 20 lessons from Eric Barker’s Barking Up the Wrong Tree: The Surprising Science Behind Why Everything You Know About Success is...
16 hours ago
The Mission - Medium

Infographic: How to Win Friends & Influence People - *Originally Posted by **Jackie Blum** on **her personal blog**.* Last month, I read *How to Win Friends and Influence People *by Dale Carnegie. I loved t...
16 hours ago
Validea's Guru Investor Blog

Veteran Fund Manager Advocates Tire-Kicking - In the face of growing competition from exchange-traded funds, investors who want to demonstrate their value would do well to take a more hands-on approa...
17 hours ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

Market Analysis: Positioning and Sentiment - On Wednesday, Financial Times “Short View” columnist, Miles Johnson, said the following: “Stock market investors have spent vast amounts of effort this yea...
17 hours ago
Vintage Value Investing

Benefits of Trading with FxPro MT5 - FxPro MetaTrader 5 (FxPro MT5) is one of the best platforms for trading currencies. It comes with additional features such as advanced charting package, ...
19 hours ago
Alpha Vulture

Black Earth Farming merger arbitrage update - I wrote about the Black Earth Farming merger slash liquidation in April. At that time the company expected to distribute between $185 and $193 million to s...
22 hours ago
Alpha Vulture

Black Earth Farming merger arbitrage update - I wrote about the Black Earth Farming merger slash liquidation in April. At that time the company expected to distribute between $185 and $193 million to s...
22 hours ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 1981 - The 1981 shareholder letter is a real gem packed with investing wisdom. The letter focuses on acquisition behavior of managers, Berkshires acquisition obje...
1 day ago
Nautilus

The Case for More Science and Philosophy Books for Children - Facts So Romantic - *If we, as a society, were serious about our children, then children’s education—especially for those beginning “the age of reason”—would be our highest ...
1 day ago
Barel Karsan

Euronavigating the Treacherous Waters - Euronav (EURN) is the largest public company in the crude oil shipping business. The industry has taken a hit over the last two years amid overcapacity, bu...
1 day ago
CFA Institute Enterprising Investor

Weekend Reads from India: Mental Accounts and an Exploding Middle Class - Retail investors, with their varied illusions about wealth, are the weakest link in the financial services ecosystem, Shreenivas Kunte, CFA, observes.
1 day ago
The Irrelevant Investor

When Something is Obvious - One of the best descriptions of how intelligent investors behave comes from The General Theory of Employment, Interest and Money, which was written by John...
1 day ago
A Wealth of Common Sense

The Biggest Stocks - In a recent piece, I discussed why it’s not that out of the ordinary for a handful of stocks to account for a large portion of the stock market’s gains. Th...
1 day ago
Ivanhoff Capital

10 Insights from the Book ‘Angel’ - This book is brutally honest and a must read for wanna-be angel investors and founders. Jason might sound a little condescending at times, but he is sharin...
1 day ago
Collaborative Fund

Betting on Things That Never Change - Amazon launched 22 years ago this week. Its first web page shows its early days: [image: Screen Shot 2017-07-17 at 10.04.57 AM.png] What’s neat about th...
1 day ago
Musings on Markets

Online Teaching: Promise, Pitfalls and Potential! - I am a teacher. That is how I describe myself to anyone who chooses to ask me what I do for a living. I am not a professor (sounds pedantic and pompous), d...
1 day ago
Brain Pickings

The Drift Called the Infinite: Emily Dickinson on Making Sense of Loss - Reflections on silence and eternity from the poet laureate of death.
2 days ago
Ockham's Notebook

Non-Traded REITs and Thanksgiving Turkey - Non-traded REITs are like thanksgiving turkey: “Consider a turkey that is fed every day. Every single feeding will firm up the bird’s belief that it is t...
2 days ago
csinvesting

Hedge Fund Analyst Quiz–NG $3 The New Normal - Your boss runs into your office and slaps this report onto your desk: Don‘t Bet Against Innovation_Sub-$3 Is the New Normal After reading the report and us...
2 days ago
Altucher Confidential

Ep. 238: Ryan Holiday – How To Create Something That Will Sell Forever - Ryan Holiday, stop writing books that are just for me! With “Perennial Seller” you just answered an obsessive question I’ve had for years: What makes som...
2 days ago
Of Dollars and Data

Against the Gods - How to Think About Risk in Your Personal FinancesPhoto: Pixabay This week I want to discuss a book I read recently called Against the Gods: The Remarkable ...
3 days ago
Susan Weiner's Blog on Investment Writing

How I named my website—and the lessons for you - I’m reading One Perfect Pitch: How to Sell Your Idea, Your Product, Your Business—or Yourself. Author Marie Perruchet says, “Very often, a startup’s name...
3 days ago
AdventuresinCapitalism

Dr. Feelgood - As an investor, my preference is to find long-term macro trends and invest alongside of those trends. Unfortunately, the current market tends to overval...
4 days ago
The Value Investing Blog of Old School Value

A Forgotten Undervalued Spin-off - What You'll Learn - Why this company is a value outlier - Past performance and numbers - Why I think this company is undervalued This post was first publi...
5 days ago
Net Net Hunter

How To Build A Net Net Stock Portfolio That Ed Thorp Would Love - A lot of deep value investors struggle with how to build a net net stock portfolio. Portfolio construction is critical to success with net nets, and Ed T...
5 days ago
25iq

Amazon Prime and other Subscription Businesses: How do you Value a Subscriber? - Businesses increasingly don’t just sell products and services in a single transaction. Subscription and other businesses that focus on recurring sales ha...
6 days ago
TraderFeed

Evaluating Yourself as a Trader - Very quickly, evaluate yourself on the following criteria: *1) Innovation* - Researching new sources of edge in your trading, drawing upon different inpu...
6 days ago
Investing Caffeine

A Recipe for Disaster - Justice does not always get served in the stock market because financial markets are not always efficient in the short-run (see Black-Eyes to Classic Econo...
1 week ago
Bronte Capital

The cyclicality of share buy-backs: Costco edition - Currently looking through Costco - one of the finest companies I know. (We do not own a stake...) Anyway this is hardly a Costco specific comment - but her...
1 week ago
GreenWood Investors

Second Quarter 2017 Letter -
1 week ago
Distressed Debt Investing

Appellate Division Confirms Reorg Research Journalists Have Benefit of Shield Law - You may have heard about an important case between Reorg Research and Murray Energy. The case was a potential landmark for journalists and media organizati...
1 week ago
Reminiscences of a Stockblogger

Week 314: Trying to Digest the Dollar - Portfolio Performance Top 10 Holdings See the end of the post for my full portfolio breakdown and the last four weeks of trades Thoughts and Review The C...
1 week ago
Value Investing Journey

Value Investing Journey Ranked One Of The Best Value Investing Blogs In The World - Value Investing Journey Ranked One Of The Best Value Investing Blogs In The World Blogging is a lonely and isolating experience… You sit behind your comp...
1 week ago
Base Hit Investing

The Most Important Moat - I recently wrote an investor note on some thoughts I have on customer value, and why I think it’s important when analyzing businesses. I thought I’d share ...
1 week ago
backoftheenvelopeinvesting

Apetit: Food Conglomerate Turnaround (Part 2) - ….continuing from Part 1. 4. Problematic parts that seem well contained As said in the Part 1, after the Seafood business disposal Apetit has only one prob...
1 week ago
OTC Adventures

Compagnie Lebon SA – LBON:France - I enjoy delving into the many family-controlled investment vehicles that European markets have to offer. Many trace their roots back to the Industrial Revo...
2 weeks ago
Sharpe Returns

Announcement - source: shutterstock.com Dear readers, It’s been 2 years since I started this little blog. This site has been a great way to journal my investment philosop...
2 weeks ago
Above the Market

Market Monitor (2Q 2017) -
2 weeks ago
Gannon on Investing

What My Portfolio Looks Like Right Now – July 3rd, 2017 - Frost (CFR): 42% BWX Technologies (BWXT): 23% Natoco: 6% Cash: 29%
2 weeks ago
Quartz - Medium

Atlas for Africa’s first training in Lagos focuses on budgets, sports, and government transparency - More than 20 journalists attended Atlas for Africa training sessions in Lagos, Nigeria, last week. The first training was held in Lagos’ famous tech clus...
2 weeks ago
Hurricane Capital

Mohnish Pabrai: Three Great Books to Read - Mohnish Pabrai visited Talks at Google on June 5, 2017. At the end of this talk Mohnish recommended three books. The Beak of the Finch: A Story of Evolutio...
2 weeks ago
Canadian Diversified Investor

Market Timing no Good - We have on this blog, on and off, discussed market timing. In fact we tend a little bit towards building cash when approaching market peaks to be ready for...
2 weeks ago
Alex Bossert's Thoughts on Value Investing

Compilation of value links from around the web: July Edition - Below is a compilation of the most interesting reading I've come across in the past few months: *2017 Berkshire Hathaway Annual Meeting:* 2017 Berkshire H...
2 weeks ago
Long Term Value Blog

Underperformance is UGLY - Over the past seven months I have added seven new positions, 6 long and 1 (ouch) short. Now, you know, I’m not one for looking at short-term performance bu...
2 weeks ago
INCERTO - Medium

Why Each One Should Eat His Own Turtles (Revised ) - *Taste of turtle — Where are the new customers? –Sharia and asymmetry — There are the Swiss, and other people –Rav Safra and the Swiss* You who caught th...
2 weeks ago
Clear Eyes Investing

Moats & Knights, Part Deux - In December, I wrote about the rare and powerful "moat and knight" combination - a company with a defensible competitive advantage led by top-notch capital...
3 weeks ago
Clark Street Value

Mid Year 2017 Portfolio Review - My portfolio is up 15.75% for the first six months of 2017, pulling up my since inception IRR to 23.74%, and comfortably ahead of the S&P 500's 9.34% gain ...
3 weeks ago
Classic Value Investors

Interview with Fred Davidson -
3 weeks ago
NoNameStocks

Activism and a Possible Sale of QDLC - A concerned shareholder group has started a proxy fight at QDLC by calling a special meeting on July 11 to elect a new board. Their stated intention is in...
4 weeks ago
Bull, Bear and Value

Anne Scheiber, the Secret Millionaire - I first heard of Anne Scheiber from a magazine article about her in 1995, shortly after she passed away aged 101. Anne Scheiber was the first example I ha...
4 weeks ago
MicroCapClub

Concentrating on a Few Companies is a Great Way to Learn Investing - The financial world preaches diversification because it’s safe and comfortable, but often times to learn and excel you need to be uncomfortable. The poin...
4 weeks ago
CitronResearch.com - Andrew Left, Executive Editor

FDA FAERS Database Posts Huge Rise in Acthar Deaths and Adverse Events - Mallinckrodt in Full Damage Control Mode Citron Explains the Company’s Admission on Acthar’s Adverse Events: Time to Call Your Lawyer ADVERSE EVEN...
4 weeks ago
Glenn Chan's Random Notes on Investing

How to track changes in a webpage - There is a free website called Change Detection that can send you email alerts whenever a webpage changes. I use it to keep track of: Hedge fund letters, ...
4 weeks ago
Vitaliy Katsenelson Contrarian Edge

Finding High-Quality Companies Today - This article was featured in John Mauldin’s Outside the Box newsletter. Last week in Outside the Box, Jim Mellon shared some good advice on picking stock...
1 month ago
the patient investor's blog

Lessons from the other side (IZEA) - Not everyone invests, but assuredly we all die. As ubiquitous as death is, it's pretty hard to imagine what happens at the end of our existence. No one has...
1 month ago
The Investment Garden

Bloomberg Article - Forecast on Decline in Oil Demand - An intersting view on the oil demand which could be - depending on the point of view - positively/negatively impacted impacted from the following changes: ...
1 month ago
The Brooklyn Investor

Bubble Watch - Shiller said the other day that the market can go up 50% from here. OK, so I fell for it and clicked to watch the CNBC video. This was sort of a surprising...
1 month ago
Punch Card Investing

Interview with Mr. Geoff Gannon of Focused Compouding - Below is an interview with Mr. Geoff Gannon. Mr. Gannon should be well-known to most...
1 month ago
Latticework

This Week: Meetup with local #valueinvestors - A very exciting week ahead: Washington, DC Area Frankfurt, Germany Hong Kong New York Stuttgart, Germany Please click here if you’d like to host a local #v...
2 months ago
Fundoo Professor

Some Thoughts on Visual Thinking - http://bit.ly/2pNwEtUFiled under: Security & Business Analysis
2 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...
3 months ago
The Rational Walk

Book Review: Blockchain Revolution - The idea of cutting out the middleman has always been an attractive concept because doing so promises to lower costs and produce potential benefits for bot...
3 months ago
PHILOSOPHICAL ECONOMICS

Diversification, Adaptation, and Stock Market Valuation - Looking back at asset class performance over the course of market history, we notice a hierarchy of excess returns. Small caps generated excess returns ov...
3 months ago
What Works on Wall Street

Successful Active Stock Investing is Hard: Here are Seven Traits that I Believe are Required for Active Investors to Win in the Long Term - Years of experience have taught me that to be a successful active investor requires a very specific set of characteristics, and that many investors attem...
4 months ago
loyunhao

Under Armour is in trouble - The long streak of 20+% growth has come to an end. The bankruptcy of Sports Authority is one reason, Kevin Durant joining Golden State Warriors could be an...
4 months ago
Robin Øvrebø – Nordnetbloggen.no

Casestudier av Buffetts kjøp av Burlington Northern Santa Fe, de fire flyselskapene og Apple. - Forrige lørdag publiserte Warren Buffett sitt aksjonærbrev for ligningsåret 2016. Brevet finner du her. Det er alltid interessant lesning og det blir skr...
4 months ago
Asif Khan Blog

Undervalued stock vs undervalued product - By reading about many investors I have realized that looking at an investment case from different angles and perspectives unearth insights which can be v...
4 months ago
Adept Analyst

Economic Outlook for 02/28/2017 - An overview of the Economic Outlook for U.S. Stock Market can be found at the following: Adept Analyst Economic Outlook 02282017 The post Economic Outloo...
4 months ago
A Pauper in the Midst of Wealth

3 Tips To Help You Survive The Gig Economy - How you can survive the gig economy. By Silvia Palasca Millennials are poorer than their parents; they are the first generation to have experienced debt ...
5 months ago
Stoic Investing

Risk Management : Art of Living another day !!! - GUEST POST Today’s post is by Manish Dhawan, founder of Mystic Wealth and my co-host at Stoic Investing Podcast. I know of very less people, who are as co...
6 months ago
Canadian Value Investing

Top Investments for 2017 - *2016 Year in Review* 2016 was a continuation of the bull market that is now the second longest on record. If it continues into March of this year it will...
6 months ago
= Value = Venture

Some Things I’ve Learned over the Years - First some housekeeping. I will be launching a Delaware-based fund/partnership early next year with more details to come over the following several months ...
6 months ago
agnostic-investing

Updates Sierra Rutile, American Farmland - Sierra RutileThe 36 GBX merger consideration has hit the account yesterday. There was some hiccup in the meantime, but I just waited it out. Dams can be a ...
7 months ago
SimoleonSense

Restarting in 2017. - Dear Readers, It has been 4 years since I have actively managed this blog. SimoleonSense started in 2006 with a focus on helping intelligent individuals be...
7 months 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...
7 months ago
Joshua Kennon

Mondelez Makes Bid To Acquire The Hershey Company - Mondelez Makes Bid To Acquire The Hershey Company Mondelez International, maker of Cadbury Chocolate and Oreo Cookies, has launched a takeover bid for Th...
1 year ago
Hedge Fund Letters

Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
1 year ago
Columbia Financial Investment Group

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Seth's Blog

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csinvesting

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13D Research

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ShadowStock ... Deep Value, Contrarian Investing

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1/31/2010

Direct insider buys 01/25 to 01/29

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