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

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Exclusive Excerpt: Andy Kaufman's First Show at Budd Friedman's Legendary Improv - Exclusive Excerpt: Andy Kaufman's First Show at Budd Friedman's Legendary Improv
19 minutes ago
Investing – 24/7 Wall St.

Tuesday’s Biggest Winners and Losers in the S&P 500 - Tuesday was another positive day for the U.S. broad markets with all three major averages hitting new all-time highs in the session. Crude oil was lower on...
43 minutes ago
A Wealth of Common Sense

Social Proof in the Markets - The world has a strange way of not ending, despite the prognostications for the end of days by a number of cult leaders over the years. One such false prop...
58 minutes ago
NoNameStocks

An Interview with NoNameStocks - Jan Svenda interviewed me for his OTC Newsletter a couple of weeks ago. It was a ton of fun and Jan was great. He has authored many articles on Seeking A...
1 hour ago
What Works on Wall Street

Why Selling a Big Position of Puts the Day Before the Crash of ‘87 was a great trade - Tada Viskanta saw a series of tweets I did when reading about the new book, “A first Class Catastrophe” by Diana B. Henriques which chronicles the 1987...
1 hour ago
The Reformed Broker

Okay, so my favorite band got discovered. - ...
2 hours ago
Scientific American Content: Global

The Opioid Crisis is Squeezing Small-Town Finances - Emergency calls, coroner bills and childcare costs add up -- Read more on ScientificAmerican.com
2 hours ago
Validea's Guru Investor Blog

Vanguard’s McNabb Says Data Doesn’t Support ETF Bubble Fears - Although the shift to ETFs over the past ten years has been dramatic—since the start of 2008, the industry has attracted nearly $2.8 trillion in investme...
3 hours ago
The Mission - Medium

The Old Man and The Salt - Lao Tzu famously said that, *“The journey of a thousand miles begins with a single step.”* This is a story of an old man, salt, tyranny, and the single s...
3 hours ago
Abnormal Returns

Tuesday links: the likelihood of events - List: The short list for this year’s Financial Times and McKinsey Business Book of the Year award is out and includes The...
3 hours ago
The Big Picture

MIB: Victor Niederhoffer on Making and Losing Fortunes - There are few traders who have experienced the highs and the lows of trading the way Victor Niederhoffer has. When he began, he turned fifty thousand dol...
4 hours ago
CFA Institute Enterprising Investor

Planning for a Non-Retirement - Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.
7 hours ago
Crossing Wall Street

Morning News: September 19, 2017 - Mexico Readies Bill to Regulate Fast-Growing Fintech Industry The World’s Biggest Wealth Fund Hits $1 Trillion The IMF Needs to Stop Torturing Greece Bond ...
9 hours ago
Of Dollars and Data

And the Crowd Goes Wild… - On the Wisdom and Madness of CrowdsPhoto: Pixabay When the markets fall and the streets run red, the lone wolf survives, but the pack dies. In 1906, the B...
9 hours ago
Brain Pickings

Take Fate by the Throat: Beethoven on Creative Vitality and Resilience in the Face of Suffering - "Day by day I am approaching the goal which I apprehend but cannot describe."
10 hours ago
Susan Weiner's Blog on Investment Writing

Art and mindfulness and blogging - “I love your drawing. And I liked the one you did last time, too.” This statement by a fellow student in an “Art and Mindfulness” class stunned me. It al...
11 hours ago
Daily Speculations

After Each Missile Test, from Victor Niederhoffer - After each missile test by North Korea, the reaction changes slightly. On the first ones, there is a big decline overnight, then a rally. On the second not...
13 hours ago
Nautilus

Why We Need More Intellectually Promiscuous Scientists - Facts So Romantic - *Inventions in one discipline can build on—and spur—basic research in many others, often unwittingly.* Photograph by Adam Baker / Flickr When Thomas Stei...
13 hours ago
value and opportunity

Bitcoin for (Value Investing) Dummies like myself - Background: Some of my readers might have noticed that starting in the last year I have become more interested in Bitcoin and Cryptocurrencies. Don’t worry...
1 day ago
Long Term Value Blog

Housekeeping: RAD, NC and NYRT - Rite Aid (RAD) When I first wrote about Rite Aid, Walgreens was still waiting for Justice Department approval to acquire the company at $6.50 a share (down...
1 day ago
CitronResearch.com - Andrew Left, Executive Editor

Citron exposes Ubiquiti Networks - The post Citron exposes Ubiquiti Networks appeared first on Citron Research.
1 day ago
Gannon on Investing

5 Stocks Ben Graham Would Buy - In an earlier post, I said that the only stocks in the U.S. showing up on Ben Graham type screens right now are retailers. Here are 5 of those retailers:...
1 day ago
The Irrelevant Investor

These Are the Goods - Articles If there’s a golden rule for long-term investing, it’s that betting on disaster is always overpriced, and betting on “it’ll all work itself out” i...
2 days ago
TraderFeed

Turning Our Goals Into Commitments - One of our great vulnerabilities is that our intentions tend to be mood dependent. When we've just lost money and are in a remorseful state of mind, we v...
2 days ago
= Value = Venture

What’s the True TAM of Search? - For work and personal reasons I’ve taken a 3 year leave of absence from the blog. Now that I’m “working” for myself again, there will be plenty of time to ...
2 days ago
Canadian Diversified Investor

The Declining Middle Class is because lack of self-accountability - Right now we’re all up in arms about the liberal changes of small corporate taxes. In the meantime, Morneau and his cronies claim this is needed to fight e...
2 days ago
Asif Khan Blog

Role of cash in a stock portfolio - I have agonized over the role of cash in stock portfolios for long. Often I felt that I should have some cash at all situations because market throws some ...
3 days ago
25iq

A Dozen Lessons from Murray Gell-Mann that Apply to Business, Investing and Life - Murray Gell-Mann is a theoretical physicist and was the winner of the Nobel Prize for Physics in 1969 for his work on the classification of subatomic par...
3 days ago
Vitaliy Katsenelson Contrarian Edge

This rocky stock market requires an all-terrain portfolio - The bulk of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio. Earnings for S&P 500...
4 days ago
Vintage Value Investing

World leaders are taking investors down a dangerous economic path - Conditions for investors around the world are getting worse. Let’s start with Europe, the world’s second-largest economy. The European Union is a collect...
4 days ago
AdventuresinCapitalism

Sold My NZME - Back in February, I wrote about NZME LTD (NZM – Australia), the dominant and highly undervalued media group in New Zealand. At the time, I said that “res...
4 days ago
Collaborative Fund

What We're Reading - A few good articles the Collab team came across this week … *Turning a corner* Food for thought on overcoming a slump: *KLEINER:* *What would have to ha...
5 days ago
Ivanhoff Capital

Financial Markets Are Often Forward-Looking - The stock market often discounts events that haven’t happened yet. As a result, it sometimes discounts events that will never happen. Other times, it will ...
5 days ago
Reminiscences of a Stockblogger

Getting on the EV Bandwagon - I have taken small positions in a number of EV related mining stocks. As I tweeted on the weekend, the catalyst to these additions were comments out of Ch...
5 days ago
csinvesting

Charts: Every Picture Tells a Story Don’t It? –Rolling Stones - Above is a chart of the Barrons Gold Mining Index, the oldest mining index available. Above are chart analogs of past bear markets in gold-mining stocks. R...
5 days ago
MicroCapClub

You Need To Do What Others Don’t - The hardest part of achieving 10-20+ baggers is having the patience and conviction to hold through multi-year periods of underperformance. Patience is yo...
5 days ago
Barel Karsan

The ISIS Apocalpyse - I've gone from trying to understand one group of extremists to another, in The ISIS Apocalypse: The History, Strategy, and Doomsday Vision of the Islamic S...
5 days ago
The Brooklyn Investor

Bitcoin, Marks - It's been a long time since posting last. I've gotten comments and emails wondering where I've gone. Actually, nothing has changed and it hasn't been a con...
5 days ago
Alpha Vulture

Retail Holdings sells majority stake in Singer Sri Lanka - Retail Holdings announced today that they have sold 61.7% of their stake in Singer Sri Lanka for a total consideration of $69.0 million. Because the stock ...
6 days ago
Alpha Vulture

Retail Holdings sells majority stake in Singer Sri Lanka - Retail Holdings announced today that they have sold 61.7% of their stake in Singer Sri Lanka for a total consideration of $69.0 million. Because the stock ...
6 days ago
The Value Investing Blog of Old School Value

Old School Curated Links and News (Sep 13th Edition) - Here is this week’s reading links. Enjoy 👍 Old School Value Articles You May Have Missed Xmas is Here Early. Buckets […] This post was first published ...
6 days ago
Clark Street Value

Perfumania: Prepack Bankruptcy, Small Equity Consideration - Here is another small special situation -- Perfumania (PERF) is the largest specialty retailer and distributor of fragrances and related beauty products in...
1 week ago
Quartz - Medium

In Tanzania, making Atlas work for traditional media outfits like newspapers and radio - The Atlas for Africa training in Tanzania took place at two of the country’s most prestigious newsrooms. The first training was held at the BBC Swahili o...
1 week ago
Above the Market

Horrid Facts, Stubborn Facts - September 11. Two words. Sixteen years. Powerful emotions. Searing memories. Evocative stories. Sixteen years ago, on Tuesday, September 11, 2001, I was si...
1 week ago
Fundoo Professor

Links to Some Philosophical Material Used in my First Lecture in BFBV this Year - “What’s Your Number” Scene from Wall Street The Parable of the Mexican Fisherman Steve Crider’s Story About A Contented, Happy Employee Ben Franklin’s “The...
1 week ago
Distressed Debt Investing

Did You Know? Reorg Launched an M&A / Special Sits Product - Over the past four years Reorg has launched a number of products in the credit space. We have big plans to launch more in the future. With that said, we sa...
1 week ago
Altucher Confidential

Ep. 251 – Geno Bisconte: “YOU ONLY NEED TO REMEMBER ONE THING” … The key to getting better at anything. - Geno Bisconte told me, “I kept getting depressed because here I was 20 years later, barely making a living at telling jokes.” We were both sitting at the...
1 week ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 2016 - From the 2016 letter I have picked extracts of wisdom related to the following topics: having no magic plan; changing pockets; 160 IQ > 180 IQ; a Berkshire...
2 weeks ago
Joshua Kennon

The Sum of Small Things: A Theory of the Aspirational Class - The Sum of Small Things: A Theory of the Aspirational Class Elizabeth Currid-Halkett, the James Irvine Chair in Urban and Regional Planning and a profess...
2 weeks ago
PHILOSOPHICAL ECONOMICS

Profit Margins, Bayes’ Theorem, and the Dangers of Overconfidence - It’s the fall of 2011. Investors are caught up in fears of another 2008-style financial crisis, this time arising out of schisms in the Eurozone. The S&P 5...
2 weeks ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

Market Analysis: Bad Breadth - DISCUSSION The latest Cracked Market blog post highlights well the current buy-the-dip attitude of index-focused market participants. Frankly, it’s quite...
2 weeks ago
Investing Caffeine

Hurricane & Political Surprises as Dow Rises - This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (September 1, 2017). Subscribe on the right side ...
2 weeks ago
the patient investor's blog

Why I Own Quest Resources (QRHC) - Quest Resources (QRHC) is an asset light waste services company, a waste broker. Their's is a simple business model; connect haulers and customers and prov...
2 weeks ago
backoftheenvelopeinvesting

“Trading diary”: Danske Andelskassers Bank - So, I keep trading diary of (almost) all investment decisions to keep track of them and to remember why I did what I did. This is not “polished” blog post ...
3 weeks ago
INCERTO - Medium

The Logic of Risk Taking - *A central chapter that crystallizes all my work. In forth. *Skin in the Game Time to explain ergodicity, ruin and (again) rationality. Recall from the ...
3 weeks ago
Net Net Hunter

Net Net Stocks: How Pro Investor Jim Moore Picks His Investments - What type of net net stocks should you have in your portfolio? Quality makes a huge difference. Here's how one pro picks his net net stocks. The post Net...
4 weeks ago
Base Hit Investing

Saber Capital Investor Letter – 2017 Mid-year Update - I recently wrote my mid-year investor letter to my clients at Saber Capital Management. I thought I’d share that letter with readers, since I posted it to ...
4 weeks ago
Value Investing Journey

Mini Book Review of Deep Work - Mini Book Review of Deep Work In this video, I’m doing a mini book review of the book titled – Deep Work, Rules For Focused Success In A Distracted World...
5 weeks ago
GreenWood Investors

Take-Outs and the Illusory IRR -
5 weeks ago
Ockham's Notebook

Education of a Wandering Man: The Ultimate Autodidact - Louis L’amour was an autodidact’s autodidact. John Wayne called him the most interesting man in the world. L’amour spent the first couple decades of his ...
5 weeks ago
Bronte Capital

Some thoughts on the firing of James Damore from Google - As the world knows by now James Damore was fired from Google for writing a memo that questioned Google's diversity policies. As a holder of Google stock I ...
5 weeks ago
Musings on Markets

A Tesla 2017 Update: A Disruptive Force and a Debt Puzzle! - These are certainly exciting times for Tesla. The first production version of the Tesla 3 was unveiled on July 28, with few surprises on the details, but p...
5 weeks ago
Sharpe Returns

Revised RSS Link - All, I renamed the blog URL. Please please kindly update your RSS feed with the address below:https://growresearch.com/blogs/blog.atom -Gogi
1 month 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 months 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 months 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 months 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...
2 months ago
Classic Value Investors

Interview with Fred Davidson -
2 months 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...
2 months 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: ...
3 months 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...
3 months 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...
4 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...
5 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...
5 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...
6 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...
6 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...
6 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 ...
7 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...
8 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...
8 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 ...
9 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...
9 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...
9 months ago
Hedge Fund Letters

Hello world! - Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
1 year ago
Glenn Chan's Random Notes on Investing

Pretium’s Resource Estimate filed Feb 3 2014 - This is yet another post on Pretium. It’s not a particularly important one unless you are interested in following the on-going Pretium saga. On December 1...
3 years 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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