ShadowStock: Exploiting Market Anomalies with Neglected Data: Insider Micro Cap Value Purchases for the two day ending 02/08/16

Blog List

Good Investing

What to learn from The Complete Financial History of Berkshire Hathaway? - [image: Adam Mead] In this podcast episode, we discussed The Complete Financial History of Berkshire Hathaway with author Adam Mead. We have discussed th...
2 hours ago
FlowingData

Gulf of Mexico changes to Gulf of America - The Gulf of Mexico has been renamed to the Gulf of America in… *Tags:* geography, Google Maps, Gulf of Mexico, rename, USGS
7 hours ago
Abnormal Returns

Monday links: a cult of personality - Markets - Too many people confusing speculating for investing. (ritholtz.com) - The end of ZIRP did not kill off speculation. (ft.com) Big tech ...
13 hours ago
The Big Picture

Optimism Among Gamblers & Investors? - You might have been bored by the not-so-Superbowl last night (at least the better team won this year). Several non-football fans went to see the Becomi...
16 hours ago
Yet Another Value Blog

Weekend Thoughts: Diamonds, Tail Risks, and the Assumptions We Take for Granted - The Engagement Ring Epiphany
18 hours ago
A Wealth of Common Sense

Talk Your Book: How to Eliminate Negative Alpha - On today's show, we are joined by Cole Wilcox, Founder and Chief Investment Officer of Longboard Asset Management to discuss if trend following still works...
20 hours ago
Stock Screener – The Acquirer's Multiple®

Warren Buffett: The Cinderella Syndrome in Investing - In his 2000 Berkshire Hathaway Annual Letter, Warren Buffett warned investors about the dangers of speculation and irrational exuberance. Reflecting on the...
1 day ago
Ivanhoff Capital

The Big Rotation? - MarketSurge powers the charts in this video. It’s a miracle that the large-cap indexes are still near their all-time highs considering the bearish earnings...
1 day ago
value and opportunity

Some links 04/2025 - Some deep thoughts on the relationship between material wealth and happiness You can challenge any of Prof. Damodaran’s assumptions on Nvidia, but compared...
1 day ago
Daily Speculations

A Plethora of Auguries - For those who don't have a statistical mind or who have not been exposed to card games or gambling, the possibility of a random explanation for many phenom...
1 day ago
Musings on Markets

Data Update 6 for 2025: From Macro to Micro - The Hurdle Rate Question! - In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred...
2 days ago
The Felder Report

Buying Good Things Vs. Buying Things Well - 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...
2 days ago
Vitaliy Katsenelson Contrarian Edge

Embracing Stock Market Stoicism – Ep 244 - 📩 Join 93,000+ readers on my FREE weekly email newsletter: 📚 Get my books: Soul in the Game - The Little Book of Sideways Markets - Active Value I...
4 days ago
CFA Institute Enterprising Investor

Did Real Assets Provide an Inflation Hedge When Investors Needed it Most? - Real assets' first test in modern times started in 2021. Did they perform as hoped?
4 days ago
Investing Caffeine

New Year, New AI Era & New Tariff Sheriff - The first month of 2025 started with a bang when newly-inaugurated President Donald Trump announced a groundbreaking AI (artificial intelligence) program l...
5 days ago
Of Dollars And Data

How to Invest for a Post-AGI World - The year is 2030. OpenAI has just released its o7 model which they claim is smarter than any human on Earth. Artificial General Intelligence (AGI) has been...
6 days ago
Clark Street Value

CARGO Therapeutics: Broken Biotech, Significant Cash Position - CARGO Therapeutics (CRGX) (~$150MM market cap) is a clinical-stage biotechnology company that is developing CAR T-cell therapies for cancer patients. La...
1 week ago
Essentia Analytics

Active Equity Fund Management Isn’t Dying – It’s Evolving - For active managers, the path ahead is narrower and more demanding, but those who can align with evolving investor needs and deliver tangible value will fi...
1 week ago
Stalwart Investment Advisors

Shutting Down Treasure Trove - Stalwart Advisors has been running an independent equity research service called ‘Treasure Trove’ for over a decade now. Following are some stats coveri...
3 weeks ago
Blog - Two Centuries Investments

January 2025 Market Update: No Year-End Rally - *1. “Heavy is the head that wears the crown.”* In November, U.S. small cap equities looked to be the biggest winner of the U.S. election. By the end of Dec...
4 weeks ago
GreenWood Investors

Year End 2024 Letter -
4 weeks ago
The Rational Walk

A Quarter Century of Investing - Lessons learned from a quarter century of active investing, along with annual performance statistics.
5 weeks ago
Alpha Vulture

2024 end-of-year portfolio review - [image: 2024 end-of-year portfolio review] The performance review of 2023 is still featured on the blog’s front page, yet it’s already time to reflect on 2...
5 weeks ago
Alpha Vulture

2024 end-of-year portfolio review - [image: 2024 end-of-year portfolio review] The performance review of 2023 is still featured on the blog’s front page, yet it’s already time to reflect on 2...
5 weeks ago
Fundoo Professor

ET Now Interview - Part 1: https://www.youtube.com/watch?v=OzJu3kng3fU Part 2: https://www.youtube.com/watch?v=Lf4wlBkS1H4 Part 3: https://www.youtube.com/watch?v=4-_v6GcoE8A...
1 month ago
Crossing Wall Street

Morning News: December 3, 2024 - Welcome to the Post-American New World Disorder Will Trump’s Dollar Diplomacy Roil Global Trade? China Targets Critical Metals in Tit-for-Tat Response to U...
2 months ago
quoth the raven research

The future of online casino technology - Innovations such as AI integration, blockchain technology, Virtual Reality, and social gaming are set to revolutionize the gaming experience. Leading pla...
2 months ago
Leaven Partners

Performance of Losing Stocks: Evidence from Japan’s Net-Nets - As one of my readers pointed out, it is now well accepted theory that stock prices exhibit a long-term reversal effect: stocks that experience long-term pr...
2 months ago
NoNameStocks

Value for the Patient at Globex - I don't normally look at companies like this but Globex Mining Enterprises ( GLBXF) is not what you think. They have an incredible balance sheet with $7....
2 months ago
Visual Capitalist

Ranked: Union Membership by Industry in America - Despite a boom in collective bargaining efforts, union membership stands at record lows. We show the top 10 industries by unionization rates. The post Ra...
3 months ago
MicroCapClub

Avoiding the ‘Uh-Oh’ Moments - With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
4 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...
6 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...
6 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...
8 months 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...
9 months 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...
10 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...
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, ...
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...
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 ...
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...
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...
3 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...
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...
4 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...
4 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...
4 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...
4 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...
4 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...
4 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...
4 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 “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 ...
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...
5 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...
5 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...
5 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...
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
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 ...
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...
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...
6 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....
6 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...
6 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...
14 years ago
Columbia Financial Investment Group

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DATAROMA Invest Alongside Superinvestors

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ELEMENTARY VALUE - Investment Strategy And Ideas

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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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Acquirers Funds

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ShadowStock: Exploiting Market Anomalies with Neglected Data

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2/09/2016

Insider Micro Cap Value Purchases for the two day ending 02/08/16