ShadowStock: Exploiting Market Anomalies with Neglected Data

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5/29/2012

Value Based Ideas Supported by Insider buying 05/29/12


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  • Visual Capitalist
    Charted: Drawdowns of the Best-Performing U.S. Stocks (1985–2024) - The top 20 best-performing stocks had an average drawdown of 72% from 1985 to 2024, compared to 55% for the S&P 500.
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    Research links: the costs of index replication - Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...
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  • Vitaliy Katsenelson Contrarian Edge
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  • The Big Picture
    Transcript: Richard Bernstein, CEO / CIO of RBA - The transcript from this week’s, MiB: Richard Bernstein, CEO / CIO of RBA, is below. You can stream and download our full conversation, including any...
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  • Of Dollars And Data
    The Death of the Amex Lounge: Why the Upper Middle Class Isn’t Special Anymore - There's something happening to the upper middle class in the United States that no one is talking about. They are going through an existential crisis. I f...
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  • Daily Speculations
    July, 1798 - John Adams Starts the first Loser War of the United States, from Stefan Jovanovich - The rules for American warfare are painfully simple: we win the ones that other people start, and we lose the ones that we start. Today is the formal anniv...
    13 hours ago
  • Stock Screener – The Acquirer's Multiple®
    Ray Dalio on Inflation-Proof Investing: TIPS, Gold, and More - During his recent interview with David Rubenstein, Ray Dalio, the founder of Bridgewater Associates and one of the most respected investors in the world, o...
    19 hours ago
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    Rethinking Research: Private GPTs for Investment Analysis - This chatbot-style tool allows investment analysts to query complex research materials in plain language without ever exposing sensitive data.
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  • Yet Another Value Blog
    Berkshire's secret? Do nothing when there's nothing to do (Trite Munger quotes that hit me, H1'25 edition) - I’ve got a few loose annual and semi-annual traditions on the blog.
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  • A Wealth of Common Sense
    Talk Your Book: Option Income is So Hot Right Now - On today's show, we are joined by Garrett Paolella, Co-Founder and Managing Partner of NEOS Investments to discuss losing upside to cover downside, survivi...
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  • Ivanhoff Capital
    Stock Picker’s Market - MarketSurge powers the charts in this video. The Nasdaq 100, the S&P 500, Bitcoin, and Nvidia reached new all-time highs last week. Bitcoin has been setti...
    1 day ago
  • The Felder Report
    ‘Buy The Dip Has Become The New Religion’ - 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...
    3 days ago
  • The Rational Walk
    What I’ve Been Reading - This post is a list of books that I read in the second quarter of 2025, including The Snowball, The Haywire Heart, Plato's Republic, and the King James Bible
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  • GreenWood Investors
    Owners vs. Agents - Estimated Reading Time: 9 Minutes This article is the 6th and final article in a 6-part series examining how the drivers of value creation are the same as ...
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  • Blog - Two Centuries Investments
    July 2025 Market Update: To Ease or Not to Ease - The Federal Reserve faces a dilemma, to ease or not to ease. The U.S. economy is running hot as evidenced by the rate of real economic growth, the infla...
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  • MicroCapClub
    No Paralysis Through Analysis - Fat pitches are thrown fast and slow. It's your job to be prepared for both.
    6 days ago
  • value and opportunity
    Performance review Q2 2025 – Comment: “Just keep going or reflect & adapt ?” - In the first 6 months of 2025, the Value & Opportunity portfolio gained +5,8% (including dividends, no taxes) against a gain of +15,6% for the Benchmark (...
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  • Investing Caffeine
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  • Clark Street Value
    Mid Year 2025 Portfolio Review - I joke that any large recurring conference call is incomplete without the host commenting on how quickly the year is progressing, but here were are, alre...
    2 weeks ago
  • Fundoo Professor
    Operation Sindoor: Make in India Goes To War || Capital Calculus - Link: https://www.youtube.com/watch?v=1Mc8aamwo8k Anil is my swimming buddy, but I am also a big fan of his work, and that of his colleagues like Nitin Gok...
    2 weeks ago
  • Musings on Markets
    The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip? - It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true...
    4 weeks 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...
    4 weeks ago
  • Stalwart Investment Advisors
    Talk at GIC | Mean Reversion Framework - Stalwart’s CIO, Jatin Khemani, recently gave a talk at Gurugram Investor Club where he presented on Stalwart’s Mean Reversion Framework with multiple cas...
    4 weeks ago
  • Essentia Analytics
    Asking the Right Questions of Active Investment Managers - Knowing what to ask – and how to ask it – matter more than ever.
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  • NoNameStocks
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  • 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...
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  • 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...
    1 month ago
  • Leaven Partners
    Exploring Net-Nets Beyond Japan: A Global Perspective (2010 – 2025) - As a continuation of my post last year on Japanese Net-Nets, I decided to cast a wider net. I included other countries in Asia, as well as, North America, ...
    2 months ago
  • Mathematical Investor
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    7 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...
    11 months 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...
    11 months 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
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    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...
    2 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...
    2 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...
    2 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...
    4 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 ...
    4 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...
    4 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 ...
    5 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...
    5 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...
    6 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.
    6 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
    What Is This “Enterprise Value?” - Many investors rely on many different metrics such as the P/E ratio, price-to-book ratio, and price-to-sales ratio to determine whether a company is tradin...
    15 years ago
  • Get Stock Ideas From Famous Value Investors
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  • Columbia Financial Investment Group
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  • ELEMENTARY VALUE - Investing Blog
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  • ELEMENTARY VALUE - Investment Strategy And Ideas
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  • DATAROMA Invest Alongside Superinvestors
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  • Acquirers Funds
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  • Seth's Blog
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  • csinvesting
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