ShadowStock: Exploiting Market Anomalies with Neglected Data

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

Pages

  • Home
  • Discovery 11/14/25
  • Mean Reversion Discovery: 08/26/25

5/23/2012

Micro Cap Value With Insider Buying 05/23/12

Click to viewquotes on the stocks below


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

Search This Blog

Blog List

  • FlowingData
    Who Makes a Higher Salary – and the Jobs They Work - Is your salary high, low, or somewhere in the middle? What do people with higher salaries than you do for a living? *Tags:* income, work
    2 hours ago
  • Investing Caffeine
    As We Give Thanks, AI and Mag 7 Take Cash to the Bank - Market volatility resurfaced last month as speculation intensified over whether an AI bubble may be forming—and potentially bursting. Yet despite the jitte...
    13 hours ago
  • Stock Screener – The Acquirer's Multiple®
    François Rochon: The Three Qualities Every Great Investor Needs - François Rochon joined Consuelo Mack on WealthTrack to discuss his philosophy at Giverny Capital. He describes the core of his approach, stating, “those th...
    15 hours ago
  • value and opportunity
    Some links 28/2025 - Bill Gates has some Book recommendations Some very interesting thoughts around Micheal Burry’s decision to close his fund Dwarkesh with another “AI Banger”...
    17 hours ago
  • Abnormal Returns
    Monday links: overweighting mystery - November 2025 - The S&P 500 rose 0.25% in November. (on.spdji.com) - How major asset classes performed in November. (capitalspectator.com) Markets...
    19 hours ago
  • Visual Capitalist
    Charted: How Investors Allocate Their Investments, by Country - We show how U.S. assets make up a significant share of investment allocation across many countries around the world.
    20 hours ago
  • CFA Institute Enterprising Investor
    The Earnings Dip Before a Sweet Deal: Going Private in Europe - European voluntary delistings often involve earnings management. This study shows the patterns and implications for investors. The post The Earnings Dip ...
    20 hours ago
  • The Big Picture
    The Return of Cisco - I’ve never shared this story before, but since we are at a milestone, I might as well… February 2000: I was working as a strategist for a brokerage f...
    21 hours ago
  • Yet Another Value Blog
    Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK - TL;DR: On the heels of RICK’s CEO and CFO getting indicted, the company created one of the wildest disclosure timelines I’ve ever seen, with a key sharehol...
    1 day ago
  • A Wealth of Common Sense
    Talk Your Book: The Psychology of Income - On today's Talk Your Book, we speak with Troy Cates from NEOS Investments about options-based income ETFs, why investors love yield so much, how to hedge u...
    1 day ago
  • Ivanhoff Capital
    The Bulls Bounce Back Again - MarketSurge powers the charts in this video. Last weekend, we observed that the main indexes managed to close above their 20-week moving averages. They fol...
    1 day ago
  • Daily Speculations
    Sometimes those elevator door buttons actually work, from Henry Gifford - Once upon a time I measured how much electricity it takes to ride on an elevator – I measured about 50 elevators – and seem to be the only person who ever ...
    1 day ago
  • MicroCapClub
    Stock Prices - Most investors definition of a quality business or quality management has nothing to do with quality - it’s simply the stock you own that is up the most in...
    6 days ago
  • Vitaliy Katsenelson Contrarian Edge
    From Paris with Love, from London with Concern – Part 1 – Ep 271 - 📩 Join 100,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/ You can read the full essay: https://investor.fm/qu...
    6 days ago
  • Of Dollars And Data
    Is This How the AI Bubble Pops? - Imagine it's 2004 and I explain to you what a mortgage-backed security (MBS) is. I show you how they work and how banks are using them to sell groups of mo...
    1 week ago
  • GreenWood Investors
    Laying Governance Foundations for Sustainable Success -
    1 week ago
  • The Felder Report
    Are Investors Dreaming The Impossible Dream? - 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...
    1 week ago
  • Clark Street Value
    Golden Entertainment: PropCo OpCo Split, Insufficient MBO Offer - Golden Entertainment (GDEN) (~$780MM market cap) is a regional casino operator primarily focused on the drive-to regional market, their flagship asset is...
    1 week ago
  • Essentia Analytics
    Q3 2025 Behavioral Alpha Benchmark Ranking: From Selection to Execution - Reversing a downward trend, active equity manager decision-making added value in the three years ending 30 June 2025.
    2 weeks ago
  • Crossing Wall Street
    Morning News: November 12, 2025 - India’s Inflation Cools to New Low, Eases More Than Expected Why Factories Will Keep Looking for Alternatives to China Better for China To Be Reliant […]
    2 weeks ago
  • Blog - Two Centuries Investments
    Nov 2025 Market Update: High Beta is the New Alpha - Orange Is the New Black was an Emmy award winning television series based on Piper Kerman's memoir Orange Is the New Black: My Year in a Women's Prison. ...
    2 weeks ago
  • The Rational Walk
    Warren Buffett’s Thanksgiving Letter - Warren Buffett's Thanksgiving Letter sheds more light on why he decided to retire as CEO of Berkshire Hathaway.
    3 weeks ago
  • Musings on Markets
    A Golden Year (2025): Gold's Price Surge - The Signal in the Noise! - I grew up in India in a time where if you had wealth, your investment options were limited. A stock market with sparse listings, accompanied by a lac...
    3 weeks 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...
    3 weeks ago
  • Stalwart Investment Advisors
    Deciphering Promoter Buying & Selling – A Nuanced Take - I often ask this to the delegates in my Investing Workshop at FLAME Investment Lab, Pune, ‘Why did this specific guy win out of 456 players? Even though ...
    1 month ago
  • quoth the raven research
    Emerging trends in VPS hosting - Energy efficiency has always been a concern for web hosts, as standard VPS hosting requires private servers to run 24/7, often using unsustainable energy...
    2 months ago
  • Fundoo Professor
    Default Choice Worth > $ 20 Billion A Year! - While reading this fascinating book,” Apple in China, The Capture of the World’s Greatest Company,” I came across this astonishing fact: Google pays Apple ...
    2 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...
    3 months ago
  • Good Investing
    Why do you like Deere stock, Alex Furmanski (Unison)? - [image: Alex Furmanski (Unison Asset Management)] Alex Furmanski of Unison Asset Management joined us for the first time for a podcast to discuss his inv...
    5 months ago
  • NoNameStocks
    PGNT Proxy Please VOTE! - Calling all PGNT shareholders please vote! In this proxy every vote really does count so please do vote, no matter how many shares you hold. Sham ow...
    6 months ago
  • Alpha Vulture
    Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
    6 months ago
  • Alpha Vulture
    Kronos Bio: where did the money go? - [image: Kronos Bio: where did the money go?] Biotech companies are a fertile hunting ground for the special situation investor. Many of them fail and under...
    6 months 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...
    1 year ago
  • Glenn Chan's Random Notes on Investing
    CrowdStrike is worse than it appears - Obviously Crowdstrike should have tested its update before crashing millions of computers worldwide. But there is a second problem that should not have exi...
    1 year 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...
    1 year ago
  • The Value Investing Blog of Old School Value
    PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/oldschoolvalue will stop working shortly. Please add /rss at the and of the URL, so that the UR...
    1 year 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...
    1 year ago
  • Reminiscences of a Stockblogger
    Stocksatbottom - One of the most fortunate things that happened to me as I was just beginning to invest in stocks was stumbling on an investment newsletter called Stocksatb...
    1 year 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, ...
    2 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...
    2 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 ...
    3 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...
    3 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...
    4 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...
    4 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...
    4 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 ...
    4 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...
    4 years ago
  • Novel Investor
    A 90-Year-Old’s Tale of Compounding - Warren Buffett turned 90 last weekend and many tributes have come out since highlighting his track record. Why wouldn’t they? It’s the best long term tra...
    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 ...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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...
    5 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 ...
    5 years ago
  • Blog - Comus Investment, LLC
    Carvana - Carvana, the self-titled Amazon of used cars, has become a magnet for growth investors and short-sellers alike while growing rapidly. With its recent rise ...
    5 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...
    5 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...
    6 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...
    6 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...
    6 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...
    6 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...
    6 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...
    6 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 ...
    6 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...
    6 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...
    7 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.
    7 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...
    7 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....
    7 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...
    7 years ago
  • Classic Value Investors
    A Journey of Making a Latin Shirt -
    9 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.