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My Silent Bravery Unleashes “Got it Going On" -
1 hour ago
Above the Market

“It’s not you. It’s me.” - It is a classic break-up excuse – “It’s not you, it’s me.” These five small words reek of phony compassion and are usually used to draw attention away from...
4 hours ago
The Big Picture

Against Marriage Equality Because . . . Leviticus? - You can’t cherry pick what you want from the bible — especially Leviticus — ignore the rest, and not think anyone is going to call you out on it: Sourc...
4 hours ago
The Reformed Broker

Clips From Today’s Halftime Report - Can stocks go higher in this rally? from CNBC. Don’t look at sectors, look at individual companies: Bank of America’s Chris Hyzy from CNBC. Three Big Names...
5 hours ago
Validea's Guru Investor Blog

Buffett’s Favorite Words - In March, data scientist Michael Toth conducted a sentiment analysis on Warren Buffett’s annual letter to Berkshire Hathaway shareholders (dated from 197...
6 hours ago
Investing – 24/7 Wall St.

Tuesday’s Biggest Winners and Losers in the S&P 500 - Tuesday was a very strong day for the U.S. broad markets with all major indices posting a gain on the day. Crude oil was positive as well after having fall...
7 hours ago
Crossing Wall Street

ICE Can Benefit from Regulatory Environment - Barron’s highlights a research note from Dan Fannon at Jefferies who thinks Intercontinental Exchange (ICE) will benefit from a more favorable regulatory e...
8 hours ago
Cigarrfimpar

Berkshire Hathaway Shareholder Letter 2006 - From the 2006 letter I have picked extracts of wisdom related to the following topics: being skeptical of big entities; the importance of appropriate price...
8 hours ago
The Mission - Medium

The 25x ROI Potential of Email Newsletters - The massive shift competitors are already using beat youI. We’ve Changed to an Email-First World Email is the oldest social network on the internet. A priv...
9 hours ago
A Wealth of Common Sense

How to Get Rich with Alternative Investments - The size of the global asset management industry is staggering. Boston Consulting Group estimates that as of year end 2016 there was close to $70 trillion ...
9 hours ago
value and opportunity

Short cuts: Provident Financial, Topdanmark - Provident Financial Wow, that was fast. In November I looked at the stock but luckily dismissed it. This is what I wrote back then: However for me, despite...
10 hours ago
Long Term Value Blog

Portfolio update: BBX, TPCA, RAD and GLAE - Yes, I’ve been somewhat lax in updating my blog portfolio. The summer doldrums are here; with heat above 100 degrees my brain functions at half speed at be...
10 hours ago
Gannon on Investing

My Investing Goal - Someone emailed me this question: *“For the past months I've dug into your posts on Gurufocus…in this article you write about Warren Buffett's early year...
10 hours ago
the patient investor's blog

Letter to ARIS Management on Pending Deal - I've written a handful of *draft *letters to the Board, but as the vote on the deal approaches (8/28), I've grown resigned to its reality and decided to wr...
10 hours ago
Abnormal Returns

Tuesday links: filtering your ideas - Excerpt: From Ellen Pao’s new memoir Reset: My Fight for Inclusion and Lasting Change. (The Cut)
11 hours ago
Scientific American Content: Global

Mysteries of Turbulence Unraveled - Simulations follow how swirls in a fluid transfer and dissipate energy -- Read more on ScientificAmerican.com
12 hours ago
17 Mile | Event-Driven, Value-Oriented Investment Diary

“Digital platforms force a rethink in competition theory” (FT) - Great FT article on how to think about monopolistic power in the digital platform age. Pre-digital v. digital (my emphasis): “In pre-digital days, the ques...
13 hours ago
Of Dollars and Data

When There is Blood in the Streets - Why Following Advice During a Financial Panic is Not as Easy as it SoundsPhoto: Wikimedia Commons There is a famous quote by the 18th century banker Baron ...
17 hours ago
Susan Weiner's Blog on Investment Writing

Have you ever…? - Have you ever struggled to interest a prospective client in your investment, wealth management, or financial planning services? It’s not easy. When speak...
18 hours ago
Brain Pickings

The Haunted Mind: Nathaniel Hawthorne on How the Transcendent Space Between Sleep and Wakefulness Illuminates Time and Eternity - "Yesterday has already vanished among the shadows of the past; to-morrow has not yet emerged from the future. You have found an intermediate space... a spo...
21 hours ago
CFA Institute Enterprising Investor

Avoid Unintended Bets in Your Investment Portfolio - Northern Trust CIO Robert P. Browne, CFA, discussed how asset allocation decisions are made using quantitative methods, while the underlying (active) portf...
1 day ago
INCERTO - Medium

How to be Rational about Rationality - *[*One of the more technical (and optional) chapters, at the end of *Skin of the Game]* Rory Sutherland claims that the real function for swimming pools ...
1 day 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...
1 day ago
Vitaliy Katsenelson Contrarian Edge

Perspective - My father is deeply plugged into the Russian-Jewish email superhighway. He probably receives a hundred emails a day from his friends, who share what thei...
1 day ago
Daily Speculations

WOW!!!!!! Just…WOW!!!!! from Scott Brooks - Prof. Haave and I stood on the deck of the of the parking garage of our office here in STL. We were both excited to see the eclipse, but neither of us expe...
1 day 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 ...
1 day ago
TraderFeed

The Unappreciated Reason Hard Working Traders Underperform - I recall a trader who was struggling with his trading, getting out of winning trades too early and letting losing trades run. His coach worked with him ti...
1 day ago
The Value Investing Blog of Old School Value

Distinguishing Between Earnings and Earning Power - A few thoughts from Graham & Dodd and Marty Whitman about how to think about earnings and how it may differ from earning power. “…the phrase “earning pow...
1 day ago
Nautilus

The Man Who Discovered the Sun’s Puzzling Heat Is Being Forgotten - Facts So Romantic - When you observe a solar eclipse—with great care, of course—what you see is a thin, red crescent outlining the blocked-out Sun and, extending beyond it, ...
1 day ago
The Irrelevant Investor

These Are the Goods - Articles Don’t ask big companies who sell annuities if you should own one. By Tony Isola From a surface-level standpoint, it looks like we’re either too se...
2 days ago
PHILOSOPHICAL ECONOMICS

Speculation in a Truth Chamber - In this piece, I’m going to share a mental exercise that we can use to increase the truthfulness of our thinking. The exercise is intended primarily for tr...
2 days ago
Ivanhoff Capital

Better To Be Lucky Than Good, Right? - Extremely successful people like to play humble and say they have been very lucky in so many aspects of life. But how much of the so-called luck is actuall...
3 days ago
Reminiscences of a Stockblogger

Back from vacation and adding to Aehr Test Systems - I am back from vacation and will be providing a few updates over the weekend of what I have done lately in my portfolio. I will start with Aehr Test System...
3 days ago
NoNameStocks

The ELST Boredom Might be Changing - Electronics Systems Technology (ELST) is another in my long line of small companies with potential. What can I say other than it fits my style. Clean bal...
3 days ago
Collaborative Fund

The Unsolvable Puzzle - Leo Szilard was one of the smartest people of the 20th Century. He conceived the idea of nuclear energy, patented the process of using it in a power plan...
4 days ago
Vintage Value Investing

When Tesla Powerwalls and the Congo Basin Collide - This article was written by Greg Silberman, Chief Investment Officer of Atlanta Capital Group Investment Management, and was first published on VintageVa...
5 days ago
Barel Karsan

When The Moon Is Low - A typical Afghan family lives a typical Afghan life, until the Taliban rise to power. Immediately, life changes. Girls must be pulled out of schools, women...
6 days 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...
1 week ago
csinvesting

Bitcoin and the Theory of Money; Hedge Fund Quiz - Bitcoin is not only irredeemable, but also unbacked. That is a big difference—in favor of the dollar. (Keith Weiner of Monetary-Metals) Read an analysis of...
1 week ago
Glenn Chan's Random Notes on Investing

Pretium update: disappointing grades - (*Disclosure: Pretium is by far my largest short position so I am biased. Take what I say with a grain of salt and do your own homework.) The production ...
1 week ago
Joshua Kennon

Looking at Office Space in Southern California - Looking at Office Space in Southern California It's been roughly seven months since I've been present or active on the site in any meaningful sense. The...
1 week ago
AdventuresinCapitalism

Cheaper & Less Risky... - Part of what makes the stock market so lucrative, is that it often responds in unexpected ways to new data—offering outsized profits to those that take a...
1 week ago
GreenWood Investors

Take-Outs and the Illusory IRR -
1 week 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 ...
1 week 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 ...
1 week ago
Altucher Confidential

Ep. 244: Wally Green – Do Something You Love, To Build A Life Worth Loving - “I was shot twice by the time I was 13,” Wally told me. “I owned six guns. Everyone I grew up with then is dead,” he said. He then walked back to his sid...
1 week 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...
1 week ago
Fundoo Professor

Economic Times Column on Metaphors and Analogies - After a gap of almost exactly 23 years, I was invited by ET to start writing a column for the paper. Here is the first one: http://bit.ly/2vJQUQ6 Any sugg...
2 weeks ago
Canadian Diversified Investor

Why is too much debt so dangerous for oil companies? - An oil company is very sensitive to debt because it is a ‘capital intensive’ enterprise. It spends relative little on wages and equipment but it needs lo...
2 weeks ago
MicroCapClub

The Excessive History of Microcaps - Smaller company stocks outperform larger ones. This is one of the chief attractions for investors to small-cap companies and microcap stocks in particul...
2 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
2 weeks ago
Investing Caffeine

The Summer Heats Up - This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2017). Subscribe on the right side of ...
3 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
3 weeks ago
Alpha Vulture

Locus Capital starting activist campaign on Tejoori - Earlier this year I bought a small position in Tejoori. After selling substantially all its assets the company consists solely of cash, and cash like instr...
3 weeks ago
Quartz - Medium

In Johannesburg, finding stories in unsuspecting places - Quartz Africa reporter Lynsey Chutel trains journalism students at the University of Witwatersrand as part of the Atlas for Africa initiative. Training in ...
3 weeks ago
Clark Street Value

STORE Capital: Berkshire Deal, High Risk Lender? - STORE Capital (STOR) is an internally managed triple-net lease REIT, I don't own it (and usually don't like to write about companies I don't own), but Berk...
4 weeks 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...
5 weeks 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 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...
1 month 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...
1 month 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...
1 month 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...
1 month ago
Classic Value Investors

Interview with Fred Davidson -
1 month 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
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...
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: ...
2 months 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...
2 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...
3 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...
4 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...
4 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...
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...
5 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...
5 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...
5 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...
5 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 ...
6 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...
7 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...
7 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 ...
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 ...
8 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...
8 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...
8 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
25iq

A Dozen Things I’ve Learned About the Psychology of Investing - “The best example of narrow framing that I can think of is the use of pro forma earnings. Essentially this is a company turning up and saying, hello I’m ly...
4 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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1/10/2010

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