ShadowStock: Exploiting Market Anomalies with Neglected Data: Graham Net Net or Discovery on 11k stocks as of 11/29/24

Blog List

Stock Screener – The Acquirer's Multiple®

Apple Q4 2025: Record $102.5B Revenue, Surging Services, and AI-Powered Future - Apple Inc. (NASDAQ: AAPL) closed fiscal 2025 with what CEO Tim Cook called “an extraordinary year for Apple, in which we achieved an all-time revenue recor...
1 hour ago
Abnormal Returns

Wednesday links: going off on the shorts - Markets - The 1950's bull market was nothing to sneeze at. (awealthofcommonsense.com) - Another example why trading on political events is a mi...
5 hours ago
The Big Picture

Tariffs Likely To Be Overturned… - I’ve been thinking about the president’s second-term tariff policy for about 8 months now. Even before the April 2nd liberation day, they appeared un...
6 hours ago
Clark Street Value

Sotherly Hotels: Buyout, Preferred Share Conversion Arbitrage - Sotherly Hotels (SOHO) (~$108MM fully converted market cap) is a lodging REIT with 10 hotel properties located primarily in the southeastern part of the ...
6 hours ago
Visual Capitalist

Visualizing the Cost of the American Dream in 2025 - What does it really cost to achieve the American Dream? We show the lifetime cost for a household, covering home ownership to raising kids.
8 hours ago
FlowingData

With new rules for disability insurance, states that will be affected the most - The administration aims to make it harder to claim disability insurance. Eli Hager,… *Tags:* health, insurance, ProPublica
9 hours ago
CFA Institute Enterprising Investor

A Strategic Buyer’s Guide to PE Exits - The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference. ...
10 hours ago
A Wealth of Common Sense

Animal Spirits: Never Go All in on Stocks - On today's show we discuss bad breadth, a historical melt-up in tech stocks, the case against an AI bubble, sequence of return risk, the economy that's bet...
13 hours ago
Crossing Wall Street

Morning News: November 5, 2025 - Thailand Is Hunting Down ‘Gray Money’ Behind Baht’s Odd Strength Lasting Economic Damage From the Longest Shutdown in US History Longest Shutdown in Histor...
14 hours ago
Investing Caffeine

Rational or Irrational Exuberance? - The government may be shut down, but the stock market hasn’t noticed. In fact, stocks just capped another record-breaking month. The S&P 500 gained +2.3%, ...
1 day 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...
1 day ago
Of Dollars And Data

Should You Buy at All-Time Highs? - With the S&P 500 hitting its 36th all-time high of 2025 last week, many investors are wondering whether now is a good time to buy. After all, wouldn't you ...
1 day ago
MicroCapClub

Master and Apprentice - The perils of imitation and the discipline of making your own path
1 day ago
Daily Speculations

Edmund Clarence Stedman, from Stefan Jovanovich - Edmund Clarence Stedman was the editor of this history, The New York Stock Exchange, quoted a few days ago on this site. From Grok: Edmund Clarence Stedman...
1 day ago
value and opportunity

Wise Plc – The “Costco of Currency transfers” ? - Investment Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!! AI Disclaimer: This post has been written entirely “by hand”. I do u...
2 days ago
Yet Another Value Blog

Investing in Maharashtra Scooters and Indian Holdcos with Gymkhana Partners' Andrei Stetsenko (podcast #349) - Andrei Stetsenko from Gymkhana Partners explores the investment case for Indian holdcos in general and Maharashtra Scooters in particular.
2 days ago
Ivanhoff Capital

Mega-caps Continue to Lead - MarketSurge powers the charts in this video. Last week started with a big gap in most tech stocks, especially the semiconductors, after it became clear ove...
2 days ago
The Felder Report

Building Monuments To The Greatness Of Big Tech - 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...
4 days ago
Vitaliy Katsenelson Contrarian Edge

The Art of Rational Irrationality – Part 1 – Ep 267 - 📩 Join 100,000+ readers on my FREE weekly email newsletter:https://investor.fm/signup-for-articles/ You can read the full letter here: https://investor....
6 days ago
Essentia Analytics

Winners and Losers in a World Without Quarterly Reporting - The question of whether quarterly earnings reporting promotes or undermines long-term value creation is back on the table. With policymakers once again con...
1 week 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 ...
2 weeks ago
Blog - Two Centuries Investments

October 2025 Market Update: Knockin' on Leverage's Door - Knockin’ on Leverage’s Door is a reference to "Knockin' on Heaven's Door", a song Bob Dylan wrote in 1973 for the movie *Pat Garrett and Billy the Kid.* ...
3 weeks ago
GreenWood Investors

Penalizing Principals -
4 weeks ago
Musings on Markets

A “Fairly Highly Valued” Market: A Fed Chair Opines on Stocks, but should we listen? - In December 1996, Alan Greenspan used the words "irrational exuberance" to describe the stock market at the time, and those words not only became th...
4 weeks 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...
5 weeks 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 ...
1 month 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...
2 months ago
The Rational Walk

Daily Journal Accused of Incorrect Accounting - Daily Journal has been accused of incorrectly accounting for software development costs by an activist investor seeking a consulting contract.
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...
4 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...
5 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...
5 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...
5 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...
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...
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

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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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Graham Net Net or Discovery on 11k stocks as of 11/29/24