ShadowStock ... Deep Value, Contrarian Investing: Sorry the prices

My Blog List

The Big Picture

10 Monday AM Reads - My back to work morning train reads: • Foreign investment in the United States plunged 32% in 2017 (CNN Money) • Unlike most millennials, Norway’s are ri...
36 minutes ago
The Reformed Broker

It’s always a remix - Market commentary across the decades is remarkably similar. Remember this as you are reading it. ...
44 minutes ago
FlowingData

Neural networks to communicate with Alexa devices using sign language - Many have found Amazon’s Alexa devices to be helpful in their homes, but… *Tags:* Alexa, neural network, sign language, TensorFlow
1 hour ago
Crossing Wall Street

Morning News: July 16, 2018 - China’s Cooling Economy Spells Trouble Ahead for Global Growth China’s Strong Economic Growth Figures Belie Signs of Weakness Rebates Protect Canada’s Auto...
1 hour ago
Scientific American Content: Global

To Feed the World Sustainably, Repair the Soil - A reconceived farming system can rapidly improve fertility without chemical fertilizers ans without sacrificing crop yields -- Read more on ScientificAmeri...
1 hour ago
Susan Weiner's Blog on Investment Writing

MISTAKE MONDAY for Jul. 16: Can YOU spot what’s wrong? - Can you spot what’s wrong in the image below? Please post your answer as a comment. If you can’t find what’s wrong with this, then try my read-out-loud t...
3 hours ago
Nautilus

The Logic Puzzle You Can Only Solve with Your Brightest Friend - Facts So Romantic - *You have to cleverly build “common knowledge” to solve this lethal riddle.* Wikicommons You’ve been caught snooping around a spooky graveyard with your b...
9 hours ago
A Wealth of Common Sense

The Case For Reading Fiction - I saw a meme floating around social media recently that read: LIFE IS TOO SHORT TO READ FICTION I disagree. I probably read more non-fiction than fiction b...
12 hours ago
The Grumpy Economist

Cross subsidies again -- hip replacement edition - From the Wall Street Journal, a familiar story of medical pricing mischief: Michael Frank...had his left hip replaced in 2015. The Manhattan hospital charg...
20 hours ago
The Irrelevant Investor

The Bottom and The Top - Aaron Brown of AQR gave a presentation in 2013 for the New York Society of Security Analysts. He said some things that are counterintuitive and controversi...
21 hours ago
Abnormal Returns

Sunday links: mistaking pricing for valuation - Subscribe! Want to stay up-to-date with all of our posts? Sign up for our daily e-mail newsletter and get all the good...
21 hours ago
Investing – 24/7 Wall St.

Netflix, Bank of America, Morgan Stanley and More Major Earnings Coming This Week - 24/7 Wall St. has put together a preview of Bank of America, Philip Morris and some of the other top companies reporting their latest results in the coming...
22 hours ago
TraderFeed

An Investment View of Trading - Imagine living your life jumping from one activity to another based upon what looked good at the time. There would be no constraints; you could pursue an...
1 day ago
MFI Diary

July 14th 2018 Top 200 List and 8/15/17 MFI Select Tranche - *July 14th 2018 Top 200 List and 8/15/17 MFI Select Tranche* Mid July is here. I'm off on a vacation soon, so thought I'd crank out a quick top 200 list ...
1 day ago
Canadian Diversified Investor

Be your own financial planner – The Income Statement - This is the last in a series of 3 consecutive postings. If this is the first posting under this title that you see then click here to go to the beginning. ...
1 day ago
value and opportunity

Some links - Mega Unicorn WeWork forbids its employees to expense meals containing meat Ever wanted to own a piece of an Airbus A380 ? OTC Adventures has found a way to...
1 day ago
Visual Capitalist

The Breathtaking Complexity of the Wireless Spectrum - The radio spectrum is the 'transportation network' for wireless communication. Learn how this complex system works, and how IoT is causing a spectrum cru...
1 day ago
25iq

Business Lessons from Rob Hayes (First Round Capital) - Rob Hayes has been a partner at First Round Capital since 2006. I wrote about First Round previously in the chapter on John Kopelman in my newest book A ...
1 day ago
Daily Speculations

History Rhymes, from Ken Drees - Jessica McClure "Baby Jessica"'s miracle rescue in 0ctober 1987 rhyming with Thailand cave rescue today? Markets both juiced up…. Or is this just a great r...
2 days ago
Vintage Value Investing

Here’s Why Markets Aren’t Rallying - Reading Time: 5 minutes Back To What Matters: Earnings The bulk of Q2 earnings season is approaching as many of the biggest firms will be reporting in th...
2 days ago
backoftheenvelopeinvesting

Doubled down on CAFOM: Quick H1/18 update - Recently, CAFOM, a French electronic, furniture and decoration retail conglomerate that I have position and that I have written investment thesis earlier t...
2 days ago
The Felder Report

On Inflation And Crowd Control - To access this post, you must purchase 1-Year Premium Subscription.
2 days ago
OTC Adventures

Doric Nimrod Air One – DNA:LN - Remember OTCAdventures? I’m still here, just very busy with Alluvial Fund, LP and all the fun of a young family. I found an intriguing investment idea, but...
2 days ago
Altucher Confidential

A Letter I Would Send To My Teenage Self - When you called Steve G. and said, “Do you think I’m so ugly that no girl will ever like me?” and he said, “Maybe in college or later someone will like y...
2 days ago
Novel Investor

Happy Hour: Ben Graham’s 1920’s Hedging Strategy - Out of curiosity, I went digging for more info on the strategy Ben Graham used in his early fund back in the 1920s. As was pointed out in the last post, ...
2 days ago
Value Investing Journey

Free Training Friday 9 – Analysis Of Microsoft for James V - Free Training Friday 9 – Analysis Of Microsoft For James V Out of everything I do, I love helping people learn and improve their skills and knowledge the...
2 days ago
The Mission - Medium

Why Type A's and Psychedelics Are a Perfect Match ☯︎ - Why Type A’s and Psychedelics Are a Perfect Match*Lessons Learned from Bringing 25 Top Entrepreneurs to Costa Rica to Drink Ayahuasca* The world we are exp...
3 days ago
Brain Pickings

Kahlil Gibran on the Courage to Weather the Uncertainties of Love - "Think not you can direct the course of love, for love, if it finds you worthy, directs your course."
3 days ago
Reminiscences of a Stockblogger

New Position in RumbleOn: Selling Used Motorcycles Online - I wish I had finished this write-up a day early. I do not like writing up a stock that just went up 15%. But that’s where we are with RumbleOn. I’ve bee...
3 days ago
Barel Karsan

Factfulness - I can't believe the author of this 2018 book has already passed away. His enthusiasm and manner of speaking were contagious (I have discussed him on this s...
3 days ago
CFA Institute Enterprising Investor

Will Bitcoin Make It? - Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-...
3 days ago
csinvesting

50 Years of Financial History in Ten Minutes–The Yield Curve Comes Alive -
3 days ago
Ivanhoff Capital

The Most Profitable Business - All stock charts in this post are powered by MarketSmith. Kylie Jenner might be the youngest self-made billionaire in the history of the world. She is not ...
4 days ago
Glenn Chan's Random Notes on Investing

Pretium Q2 2018 update: there are things that don’t add up - Pretium has reported excellent grades that are in line with their 2014 feasibility study and subsequent updates to their resource model. Q2 feed grade: 14....
5 days ago
MicroCapClub

A Tribute to Chuck Allmon - “Ben Graham called me on the phone, as I recall in 1969, maybe 1970. He said, ‘I’ve got a copy of your Growth Stock Outlook and I’ve been very intrigued ...
5 days ago
Of Dollars and Data

The Peak and The End - How Event Order and Intensity Shapes Our Memories Photo: Pixabay He was preparing a fire inscription for an Israeli youth movement when he experienced th...
6 days ago
Vitaliy Katsenelson Contrarian Edge

What Would You Get if You Crossed Warren Buffett, Richard Branson and Steve Jobs? (Updated) - When we bought SoftBank a few years ago it was relatively unknown to most US investors. Some of our clients even thought it was a bank. Today Softbank is...
6 days ago
Net Net Hunter

This Value Investment Group Jumpstarts Your Investment Performance - Value investing can be intimidating at first. If you're interested in learning the ropes of the trade, you'll need all the help you can get. Learn the be...
1 week ago
Investing Caffeine

Trade War Bark: Hold Tight or Nasty Bite? - In recent weeks, President Trump has come out viciously barking about potential trade wars, not only with China, but also with other allies, including key ...
1 week ago
Clark Street Value

Dell Technologies: Dell Class C Reverse Merger via DVMT - Today we received the answer to the question of how much of a discount Dell was going to force down on the DVMT tracker? Turns out, quite a bit! While I'm...
1 week ago
Alpha Vulture

Half-year portfolio review, 2018 edition - With June behind us it’s once again time to see how my portfolio has been performing so far this year. It’s getting repetitive, but there is little I can c...
2 weeks ago
Alpha Vulture

Half-year portfolio review, 2018 edition - With June behind us it’s once again time to see how my portfolio has been performing so far this year. It’s getting repetitive, but there is little I can c...
2 weeks ago
Concentrated Value

2Q Performance Update - The earnings expectations changes for retail seems to have run its course. CATO, HIBB, and FOSL have bounced well over 100% from the lows. I no longer see ...
2 weeks ago
Bull, Bear and Value

Portfolio Update - This blog is so devoid of recent entries that I felt compelled recently to post something, anything. Fortunately I have a lot of odds and ends I can updat...
2 weeks ago
extra guac

Finance: Part 1 (A Primer) - I’m glad I learned about parallelograms instead of how to do taxes. It’s really come in handy this parallelogram season. -Sage Boggs, Twitter (2015) A poet...
2 weeks ago
Musings on Markets

Twists and Turns in the Tesla Story : A Boring, Boneheaded Update! - There are lots of complaints that you can have about Tesla, but being boring is not one of them. It helps to have a CEO who seems to find new ways to make ...
2 weeks ago
CitronResearch.com - Andrew Left, Executive Editor

Citron Exposes History of FRAUD Behind PolarityTE - The post Citron Exposes History of FRAUD Behind PolarityTE appeared first on Citron Research.
2 weeks ago
Above the Market

Proof Negative - Everybody who gets married expects the marriage to work out. “You don’t ever think you’ll be apart,” Clueless actress Alicia Silverstone explained, after f...
3 weeks ago
What Works on Wall Street

Mistakes were Made. (And, Yes, by Me.) - It’s part of human nature to want to be right. It informs our view of our self, and, especially if we take a public stand, we commit to it much more stro...
3 weeks ago
The Value Investing Blog of Old School Value

Alibaba Is A No Brainer - Summary - I am long Alibaba and plan to be for a long time as China and the world cannot function without Alibaba. - Alibaba.com is an international and ...
3 weeks ago
INCERTO - Medium

Pedophrasty, Bigoteering, and Other Modern Scams - Clearing the discourse of abuses and abusersPedophrasty Definition: *Argument involving children to prop up a rationalization and make the opponent look li...
3 weeks ago
NoNameStocks

COMX Buyout - A buyout announcement came out this morning for COMX to be acquired by Zonal Hospitality Systems for 7.46 GPB = $9.91. Shares are available now under $9 f...
4 weeks ago
The Brooklyn Investor

JPM 2017 Annual Report (JPM) - It's been pretty quiet around here. This post has been sitting in the queue for a long time, so I figure I'll just get it out now. Things seem to be prett...
4 weeks ago
Distressed Debt Investing

A lot going on at Reorg - It has been an amazing 2018. For those that haven't heard: Warburg Pincus Announces Investment in Reorg Research I have never been more excited about all t...
4 weeks ago
Investing Rationally

Nam Tai – A Rocket Waiting to Launch - Nam Tai Property (NTP) is a property developer based in China. Currently it is in the process of developing two plots of land in Shenzhen. Although it is...
5 weeks ago
Gannon on Investing

The Importance of Talking to Yourself - In the most recent podcast, I talked about how useful it can be to just talk a stock idea through whether that is with someone a lot smarter than you, a ...
1 month 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...
1 month ago
Blog - Comus Investment, LLC

The Basics of Deep Value Investing - A few years ago I had a blog in which I used to post about the details of deep value investing and some of the methods by which an investor could go abou...
1 month ago
GreenWood Investors

White Space & Parallel Investments -
1 month ago
Base Hit Investing

Two Berkshire Takeaways and Thoughts on Competitive Markets - On a morning run a few weeks ago, I was listening to a talk by Alice Schroeder, author of the outstanding Buffett biography Snowball. She was discussing so...
2 months ago
Bronte Capital

Just how bad is it for big tobacco? And a business idea for an ambitious investment banker - Big tobacco stocks have had a bad month. Philip Morris had its worst day (for stock performance) in a decade. Electronic cigarettes and vapes etc are takin...
2 months ago
Fundoo Professor

“It seemed like a good idea at the time” - Oh, I just love this quote from Charlie Munger. He said those words in Wesco 2002 AGM “[Our investment in] USG obviously hasn’t worked out very well. It wa...
2 months ago
the patient investor's blog

IVTY Proxy: Board Compensation is Shameful - When Christopher Byron died last year, I was reminded of the years I knew him, my first two out of college, when I was an editorial assistant at the (old) ...
2 months ago
Classic Value Investors

Oroco is moving fast - I have been writing about Oroco Resources (OCO on TSX) recently. It is my largest position. Since I wrote about it last year, the price has gone up signifi...
2 months ago
Long Term Value Blog

Charter (CHTR)/GCI Liberty (GLIBA) - Well, Charter Communications (CHTR) stock tanked 15% on Friday (4/27/18), and you know me, I’m a sucker for something on sale! Yup, I picked up a position ...
2 months 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....
3 months 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...
3 months ago
Ockham's Notebook

The future of non-traded REITs - “All under heaven is in utter chaos. The situation is excellent.” Mao Zedong (1) Non-traded REITs, in most incarnations, have been reprehensible financi...
4 months ago
Asif Khan Blog

The chemistry of investing - Q: What happens when you add a risk free security with the efficient frontier? A: You get the capital market line (CML). Theoretically you can choose the ...
4 months ago
AdventuresinCapitalism

Kuppy Sighting... - [image: seraph] I will be speaking at the Seraph Global Investment Summit in Austin, Texas from March 5-8. More importantly, it’s an excuse to go to Aust...
5 months ago
The Investment Garden

Dorfman - Robot Portfolio - From time to time I read articles of John Dorfman who writes in a very readable form about stocks. Sometimes, I write a short blog post about it, e.g. here...
6 months ago
The Rational Walk

Book Review: Early Bird – The Power of Investing Young - “Compound interest is the 8th wonder of the world. He who understands it earns it. He who doesn’t pays it.” — Attributed to Albert Einstein The quote abo...
6 months ago
Canadian Value Investing

Top Investments for 2018 - *2017 Year in Review* 2017 was a continuation of one of the longest bull markets on record. Today North American stock markets are overvalued. Buyer beware...
6 months ago
Quartz - Medium

We’ve chosen the winner for the Atlas for Africa competition - We’re pleased to announce the winner of Quartz’s Atlas for Africa competition is Blaise Aboh from Nigeria. Over the last year, Quartz Africa has trained ...
6 months ago
Clear Eyes Investing

Where You Can Find Me - Hi everyone, I recently joined Ensemble Capital as a senior investment analyst and will be contributing posts to Ensemble's excellent blog, Intrinsic Inves...
6 months ago
Validea's Guru Investor Blog

Reasons to Worry About the Market in 2018 - Highlighting the fact that, as of December 1st, the world’s stock markets closed within “touching distance of $100 trillion for the first time,” a recent...
7 months ago
Hurricane Capital

Investing in Alphabet - This post is written by Mikael Tarnawski-Berlin. It was initially published in February 2017 on his blog www.pandium.se/blogg. Mikael is the portfolio mana...
7 months ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

Market Analysis: The Most Important Chart in the Market - Is the global equity market in the midst of a mid-1990s style nirvana moment, where sub-5% pullbacks are all the “bears” get while it rockets higher to new...
9 months ago
Punch Card Investing

New Contest From focused Compounding! - Focused Compounding is going to pay $350 to the author of the best idea posted to...
9 months 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 ...
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...
1 year ago
Columbia Financial Investment Group

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DATAROMA Invest Alongside Superinvestors

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Seth's Blog

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csinvesting

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ShadowStock ... Deep Value, Contrarian Investing

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1/10/2010

Sorry the prices

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