ShadowStock ... Deep Value, Contrarian Investing: Net Cash Greater than Market Price

Blog List

value and opportunity

The German Mittelstand is maybe Down but not Out: Hermle AG – Hidden Automation Champion from the “Ländle” - As always with my longer write-ups, I will attach the full PDF bewlo. In the post itself I will focus on the Exec summary, Pro’s and Con’s and the conclusi...
2 hours ago
FlowingData

Plastics banned in Hong Kong in an effort to reduce waste, scale - Hong Kong banned single-use plastics often used for food takeaway containers. For South… *Tags:* garbage, plastic, scale, South China Morning Post
4 hours ago
Stock Screener – The Acquirer's Multiple®

Amazon.com Inc (AMZN) DCF Valuation: Is The Stock Undervalued? - As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the s...
4 hours ago
Vitaliy Katsenelson Contrarian Edge

Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219 - Read my full article about AI here: 📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sidew...
15 hours ago
A Wealth of Common Sense

Will Higher Rates Spell Doom For the Stock Market? - Why higher rates don't necessarily spell doom for the stock market. The post Will Higher Rates Spell Doom For the Stock Market? appeared first on A Wealth ...
17 hours ago
Visual Capitalist

Charted: Which City Has the Most Billionaires in 2024? - Just two countries account for half of the top 20 cities with the most billionaires. And the majority of the other half are found in Asia. The post Chart...
18 hours ago
The Big Picture

March 2024 State Coincident Indexes Ease - A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is...
19 hours ago
Abnormal Returns

Thursday links: analysts and accountants - Markets - The energy sector is still less than 4% of the S&P 500. (allstarcharts.com) - What are to make of the big, and persistent, valuation ...
19 hours ago
Alpha Vulture

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
1 day ago
The Value Investing Blog of Old School Value

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1 day ago
Alpha Vulture

PLEASE UPDATE THE RSS FEED - The RSS feed URL you're currently using https://follow.it/alpha-vulture will stop working shortly. Please add /rss at the and of the URL, so that the URL...
1 day ago
Daily Speculations

FTC Announces Rule Banning Noncompetes, from Big Al - FTC Announces Rule Banning Noncompetes Today, the Federal Trade Commission issued a final rule to promote competition by banning noncompetes nationwide, pr...
1 day ago
Brain Pickings

How to Tell Love from Desire: José Ortega y Gasset on the Chronic Confusions of Our Longing - "Loving is perennial vivification... a centrifugal act of the soul in constant flux that goes toward the object and envelops it in warm corroboration, unit...
1 day ago
Yet Another Value Blog

Monthly special situation review: $ADTH go-shop - Every month, I’ve started putting out a tweet asking what everyone’s favorite special situation is (here’s this month’s). I can’t claim that’s a unique twe...
1 day ago
CFA Institute Enterprising Investor

What Price Risk? Unpacking the Equity Risk Premium - Stocks are a good wager over the long term, on favorable odds. But stocks remain a bet, and investors must grasp how much returns can vary over long time h...
1 day ago
MicroCapClub

Shelf Life - My intention is to hold stocks forever, but the harsh reality is every stock has different shelf life.
2 days ago
The Irrelevant Investor

Animal Spirits: A Healthy Pullback - On today's show, we discuss: - Why the stock market needed a correction - Why the 1990s is an outlier (in more ways than one) - Economic growth is a polic...
2 days ago
Of Dollars And Data

Why Do People Make “Bad” Financial Decisions? - Recently, the Economist published an article on the economics of American lotteries. In it they found that, if Amercia's lotteries were a single company, t...
3 days ago
TraderFeed

The Key To A Successful Life - Let's start with the conclusion: *The only path to a successful life is to live a success-full life*. I've been reading a number of books summarizing ...
4 days ago
Ivanhoff Capital

Under Pressure - MarketSurge powers the charts in this video. Tech stocks just had their worst weekly drop since the bear market of 2022. This time it’s not because interes...
4 days ago
The Felder Report

‘Inflation Is A Choice’ - Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get t...
6 days ago
NoNameStocks

NoName Annual Performance 2023-2024 - This year I gained 5.1%, bringing my CAGR to 33% since buying my first stock 11 years ago. I'm super happy and proud of my long term record, though losing ...
6 days ago
Susan Weiner's Blog on Investment Writing

April Newsletter: This is where you’ll find my newsletter from now on! - Starting in May, this newsletter will be published on the first Tuesday of the month here instead of arriving in your email inbox via Constant Contact. I...
1 week ago
Blog - Two Centuries Investments

April 2024 Market Update: Will the Real Fed Funds Rate Please Stand Up - *1. In March, global equity markets rose sharply for the second consecutive month.* This chart shows the performance of SPY (SPDR S&P 500 Index ETF in pur...
1 week ago
Essentia Analytics

The Link Between Decision-Making and Investment Returns - It exists — we just proved it.
2 weeks ago
Clark Street Value

Asensus Surgical: LOI with Buyer, Highly Speculative - Similar to MRDB, this is pretty speculative. Asensus Surgical (ASXC) (~$73MM market cap) is a cash burning medical device company that makes robot syste...
2 weeks ago
extra guac

White Negroni - Notes INGREDIENTS EQUIPMENT DIRECTIONS
2 weeks ago
The Rational Walk

The Iliad - Homer's epic poem has much to teach us about human nature if we first take the time to gain an understanding of Greek mythology.
2 weeks ago
Investing Caffeine

Dow Knocking on the Door of 40,000 - The stock market rang the doorbell of the New Year with a bang during the 1st quarter. The S&P 500 index built on last year’s +24% gain with another +10% a...
3 weeks 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 month ago
quoth the raven research

The Latest Technological Innovations Shaping the Future of Online Casinos - For example, the JetX game from popular online casinos has become an exemplary example of the introduction of innovations such as the simulation of the l...
1 month ago
Musings on Markets

Catastrophic Risk: Investing and Business Implications - In the context of valuing companies, and sharing those valuations, I do get suggestions from readers on companies that I should value next. While I d...
2 months ago
Fundoo Professor

CFA Society Talk on Evolutionary Biology -
2 months ago
The Grumpy Economist

Understanding Trumpers - WSJ oped and substack post.
2 months ago
Mathematical Investor

Overcoming experimenter bias in scientific research and finance - History of measurements of the speed of light; from Henrion and Fischloff, “Assessing uncertainty in physical constants,” American Journal of Physics, Se...
2 months ago
GreenWood Investors

Year End 2023 Letter -
2 months ago
Stalwart Investment Advisors

Nifty@21,700: What should be the Portfolio Strategy for 2024? - ‘Market has risen too much too soon, a crash can come anytime. I have started selling’ ‘I am raising 20% cash (i.e. selling 20% of my portfolio in one sh...
3 months 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...
4 months ago
The Reformed Broker

This is the end - Ladies and gentlemen, this is the final post I will be publishing at The Reformed Broker.... The post This is the end appeared first on The Reformed Brok...
4 months ago
the patient investor's blog

Letter to the RSSS Board - I've originally wrote about RSSS in the Long Cast 4Q22 letter, which can be found here. I think the new CEO, Roy Olivier, is operating at a high level an...
7 months ago
csinvesting

How Much Cryptocurrency Should Be in Your Portfolio? - The rapid rise of cryptocurrency in investor adoption is truly astounding. An April survey by GoBankingRates https://www.gobankingrates.com/category/invest...
7 months ago
Leaven Partners

Top Bright Holding Co Ltd (8499.TW) - Given my recent trading access to the Taiwan Stock Exchange, I was excited to run my cheap-stock Geiger counter over the market to see what might chirp bac...
8 months ago
Blog - Comus Investment, LLC

Tungtex Rises From the Dead - In 2023, during an AI frenzy that might soon change our lives, at a time when global internet oligopolists grow in perpetuity with limited additional capit...
9 months ago
The Brooklyn Investor

Migrating Blog - Long time no see! Thanks for all the comments, even though I realized I haven't posted a single thing in just over 2 years. I still get emails from old r...
10 months ago
Crossing Wall Street

Morning News: May 23, 2023 - Russia Pushes India for Help to Avert Global Financial Isolation Australia Tries to Break Its Dependence on China for Lithium Mining Saudi Energy Minister ...
11 months 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, ...
1 year ago
The Mission - Medium

How to Introduce People to New Ideas - An Intro to “Crossing the Chasm” Hello, world changers! It’s very difficult for people to adopt new ideas. Whether it’s Henry Ford’s Model T, Intuit’s ide...
1 year 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...
1 year ago
INCERTO - Medium

Bitcoin is the Detector of Imbeciles: - Bitcoin is the Detector of Imbeciles*On The Cluster of Charlatans, Zero Interest Rate Virgins, & Crypto Tumors* *Interview with Laeticia Strauch-Bonart in ...
1 year ago
Distressed Debt Investing

Takeaway Tuesday #9 - Happy Tuesday everyone. Its been a busy couple weeks post Reorg's FinDox announcement. Markets have been strange at best. I do think we are in an interes...
1 year 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...
1 year 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...
1 year 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...
1 year ago
Classic Value Investors

Aduro Clean Technologies (ACT, ACTHF) -
1 year ago
Bull, Bear and Value

GL Sciences: An Undervalued Japanese Technology Company - GL Sciences Inc. (TYO:7705) is a Japanese small cap with two main business segments. The first makes gas/liquid chromatography equipment and other relate...
1 year 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 ...
2 years ago
Nautilus

Plants Fight for Their Lives - Issue 112: Inspiration - It’s 2050. The world population has increased by 2.3 billion to 9.9 billion. Demand for food has risen 70 to 100 percent but a warming planet, extreme we...
2 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...
2 years ago
Tableau Magic

Tableau Viz Catalogue - I started reposting my tutorials and got some very interesting feedback, one that stuck was that people did not know that these tutorials even existed as...
2 years ago
Glenn Chan's Random Notes on Investing

Monoclonal antibodies should become the best selling drug in the world - While mRNA vaccines are currently the best selling drug in the world, they are not that safe and can lead to death and disability. Monoclonal antibodies a...
2 years ago
backoftheenvelopeinvesting

Going nuclear: Assystem short notes - Business One of the leading nuclear engineering companies in the world from France Operating mainly in France, UK, Central Europe, Middle-East and India to...
2 years ago
Altucher Confidential

The Only Person Fit to Be Mayor of NYC - (THE ONLY TIME I HAVE EVER WRITTEN A POLITICAL ENDORSEMENT.) When Brooklyn Borough President and current candidate for Mayor, Eric Adams, was a young tee...
2 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...
2 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...
3 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...
3 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 ...
3 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...
3 years ago
Uncle Stock Blog

Benefits of Using a Fundamental Stock Screener - See our guest contribution at Daytradingz: Benefits of Using a Fundamental Stock Screener The post Benefits of Using a Fundamental Stock Screener appeare...
3 years ago
Blog - Factor Investor

Current State of Affairs for Value, Profits, and Debt - Values woes, profitability, debt trends, and a possible catalyst in value’s favor.
3 years ago
Above the Market

The Better Letter - Most of my writing these days is for my weekly newsletter. Check it out here.
3 years ago
PHILOSOPHICAL ECONOMICS

Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes - I just published a new long-form piece through OSAM entitled “Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes.” In th...
3 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...
3 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 ...
3 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...
3 years ago
Gannon on Investing

This feed has moved and will be deleted soon. Please update your subscription now. - The publisher is using a new address for their RSS feed. Please update your feed reader to use this new URL: *http://gannononinvesting.com/blog?format=rss*
3 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...
3 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...
3 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...
3 years ago
STREETS OF VALUE

March 2020 Portfolio Update - March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against ...
4 years ago
CitronResearch.com - Andrew Left, Executive Editor

Benefytt Technologies – A Leader in Offering Telemedicine Benefits to Seniors… Says the Secretary of Health and Human Services - Price Target $60 Yesterday’s White House briefing to the country on the COVID-19 pandemic started and ended with the same theme – the need for more telem...
4 years ago
MFI Diary

2019 In Review - *2019 In Review* Happy New Year to any followers still out there. As you may have guessed, for the time being I have pretty much tossed in the towel on M...
4 years ago
Global Investing Insight

An Analysis of “Testing Benjamin Graham’s Net Current Asset Value Strategy in London” - · Authors: Ying Xiao and Glen C. Arnold · A version of this paper can be found here · Want to read our summaries of academic finance ...
4 years ago
Long Term Value Blog

Upping the ante on GameStop (GME) - Since I started writing this piece, a number of articles have come out about the company and the stock price, and shares have risen more than 10%. I still...
4 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...
4 years ago
Cigarrfimpar

An End and a New Beginning - Long time, no see! A career change and the birth of my first child caused me to take a time-out from the scene of investing. As I started to write this pos...
4 years ago
Alex Bossert's Thoughts on Value Investing

Invitation to the 2019 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. *2019 Yellow BRKers details:* Friday May 3rd from 4 PM...
5 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...
5 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...
5 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...
5 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.
5 years 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...
5 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...
5 years ago
Columbia Financial Investment Group

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Webb-site Reports

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ELEMENTARY VALUE - Investment Strategy And Ideas

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Acquirers Funds

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DATAROMA Invest Alongside Superinvestors

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Seth's Blog

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ELEMENTARY VALUE - Investing Blog

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Get Stock Ideas From Famous Value Investors

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csinvesting

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ShadowStock ... Deep Value, Contrarian Investing

Pages

9/25/2014

Net Cash Greater than Market Price