ShadowStock ... Deep Value, Contrarian Investing: Insiders 090722

My Blog List

The Big Picture

10 Thursday AM Reads - My morning train WFH reads: • Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both? In 140 years, American policymakers have never face...
1 hour ago
MicroCapClub

The Business Brew Podcast with Ian Cassel - I sat down with Bill Brewster to talk microcaps, conviction, patience, illiquidity, quality, value, and more during this hour-long conversation. I hope y...
1 hour ago
FlowingData

Words used in layoff letters - Tech layoffs continue, and as companies deliver more letters, there are some repeated… *Tags:* layoffs, letters, Washington Post
3 hours ago
Visual Capitalist

Projecting Europe’s Metro Population Growth from 2021‒2100 - How will Europe's population grow by 2100? Most cities in the EU are expected to see surges in population growth, while a few might shrink. The post Proj...
12 hours ago
Abnormal Returns

Wednesday links: selling ourselves - Strategy - The stock market is almost always in a drawdown. (awealthofcommonsense.com) - Just because you can invest in alternative assets, mea...
18 hours ago
Vintage Value Investing

Should You Pay Off Personal Loans or Credit Cards First? - When deciding to pay off a personal loan or credit card first, it's usually best to focus on high-interest credit cards. The post Should You Pay Off Pers...
20 hours ago
A Wealth of Common Sense

Animal Spirits: The Worst Chart in Finance - On today's show, we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications ...
1 day ago
Stock Screener – The Acquirer's Multiple®

David Einhorn: When To Sell A Stock - During his recent interview with the Invest Like The Best Podcast, David Einhorn discussed when is the best time to sell a stock. Here’s an excerpt from th...
1 day ago
The Irrelevant Investor

Animal Spirits: The Worst Chart in Finance - On today's show, we discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramification...
1 day 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 day ago
Ivanhoff Capital

Big-volume Breakout in BABA - Alibaba (BABA) announced that they are going to split the group into six companies. The stock (BABA) gapped up and after a brief test of its morning lows a...
1 day ago
the patient investor's blog

On Performance, Returns and Finding Ideas - A flooded basement isn't just a confrontation with nature but a reckoning with all the shit stored down there. Here's a long kept advert in the now repai...
1 day ago
The Reformed Broker

Clips From Today’s Halftime Report - Bank of America upgrades Paramount to buy from CNBC. Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU) from CNBC.... The post Clips From Tod...
1 day ago
Daily Speculations

Morse, bonds, Clews - Charles W. Morse was instrumental in two panics. the first came during the civil war. he believed that the worthless greenback would lead to all industrial...
2 days ago
Of Dollars And Data

How to Build Generational Wealth [All You Need to Know] - If building wealth is hard, building *generational* wealth is even harder. Generational wealth refers to accumulated assets and resources that can be passe...
2 days ago
Brain Pickings

May Sarton on Grieving a Pet - "It is absolutely inward and private, the relation between oneself and an animal."
2 days ago
value and opportunity

Some links - First Citizen Bank from North Carolina emerges as buyer of (most of) SVB with kind support from the FDIC. According to the FT, First Citizen has experience...
3 days ago
Susan Weiner's Blog on Investment Writing

MISTAKE MONDAY for March 27: Can YOU spot what’s wrong? - Can you spot what’s wrong in the image below? Please post your answer as a comment. I think this one is pretty easy to spot. I post these c...
3 days ago
Fundoo Professor

Maxims for Thinking Analytically - Talk at CFA Society based on the wonderful book on Richard Zeckhauser https://t.co/E8PhY2M7i8
3 days ago
TraderFeed

Understanding Market Themes From Sector Breadth - For years, I have kept breadth data on the overall stock market, tracking shares making fresh highs and lows over various periods and the percentages o...
4 days ago
The Rational Walk

First Republic Bank’s Proxy Statement - Large related party transactions reported by the Wall Street Journal were disclosed in the company's 145 page proxy statement, available for all to see for...
4 days ago
CFA Institute Enterprising Investor

Debunking the Myth of Market Efficiency - Market complexity transcends disciplines and cannot be entirely modeled out.
5 days ago
Clark Street Value

Star Holdings: iStar Spin, Familiar Monetization Strategy - Star Holdings (STHO) (~$225MM implied market cap) is the upcoming spinoff of the merger of iStar (STAR) and Safehold (SAFE) targeted to be completed on 3...
6 days ago
Vitaliy Katsenelson Contrarian Edge

What to Expect After the Silicon Valley Bank Collapse - The Silicon Valley Bank collapse may be an extreme event, but it gives us a preview at a 100x magnification of what other banks are facing. The post What...
6 days ago
The Felder Report

How The ‘Inside Of The Stock Market’ Quashed The Soft Landing Narrative - “By far the best economic predictor I’ve ever met is the inside of the stock market.” –Stan Druckenmiller If you have been watching the “inside of the stoc...
1 week ago
Alpha Vulture

Update on my Italian real estate basket after eight years - More than eight years ago I bought a basket of Italian real estate funds based on a simple thesis. As a group the funds were trading at a discount of ~50% ...
1 week ago
Alpha Vulture

Update on my Italian real estate basket after eight years - More than eight years ago I bought a basket of Italian real estate funds based on a simple thesis. As a group the funds were trading at a discount of ~50% ...
1 week ago
extra guac

Think Like a Hot Girl - Really successful people say “No” to almost everything. — Warren Buffett Hot girls have to be a filter. They get asked to do a lot of things. If you get in...
1 week ago
The Grumpy Economist

On marking to market and risk management - Two more thoughts: 1) In the SBV debacle, many of my colleagues and friends jump to the conclusion, we should just mark all assets to market and forget a...
2 weeks ago
Essentia Analytics

Presenting Your Strengths in a Weak Market - How do you show investors your prudence and discipline in managing their capital when your performance-based metrics don’t tell a great story?
2 weeks ago
quoth the raven research

Reasons for website downtime - When a website is entirely non-functional or unable to provide its desired services for users, it can be declared “down.” This period of service disrupti...
2 weeks ago
Musings on Markets

Data Update 7 for 2023: Dividends, Buybacks and Cash Flows - This is the last of my data update posts for 2023, and in this one, I will focus on dividends and buybacks, perhaps the most most misunderstood and misplay...
3 weeks ago
Mathematical Investor

Active versus index funds: Latest results - A random walk on the base-4 digits of pi (see http://gigapan.com/gigapans/106803) A Random Walk Down Wall Street Fifty years ago, Princeton economics pr...
3 weeks ago
Blog - Two Centuries Investments

March 2023 Market Update: Waiting Patiently - The title says it all. We are waiting patiently for more data, especially inflation data. Inflation has peaked, but its rate of decline has slowed, and w...
3 weeks ago
Investing Caffeine

From Hard Landing to Soft Landing to No Landing? - I haven’t received my pilot’s license yet, but in trying to figure out whether the economy is heading for a hard landing, soft landing, or no landing, I’m ...
4 weeks 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 month 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 month 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 ...
2 months ago
NoNameStocks

IVRO You Can Taste the Potential - Sometimes a stock just looks so good you have to buy. InVitro International (IVRO) is tiny, profitable, and debt free. The stock sits at a low after fa...
3 months 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...
4 months 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...
4 months 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...
4 months 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...
4 months ago
Reminiscences of a Stockblogger

Mauled to Exhaustion - Bear markets are exhausting. For one, there is the whole losing money business. For two there is the increased difficulty of it all. For three, bear mar...
4 months ago
Stalwart Investment Advisors

Why Selling Strategy is as Important as Buying? - The stock market is like a pendulum that swings from one extreme to another. While it often comes to the center, rarely does it stay there for long before ...
5 months ago
GreenWood Investors

Second Quarter 2022 Letter: The Use of Adversity -
7 months ago
Leaven Partners

Shinnihon Corp (1879.T) - “In many cases, the company might have significant cash or stock holdings that make up a lot of the stock price… I want to see evidence that the company is...
7 months ago
Classic Value Investors

Aduro Clean Technologies (ACT, ACTHF) -
8 months ago
Crossing Wall Street

The S&P 500 briefly breaks 4,000 - This latest bear-market rally is looking pretty good. It’s the second-best rally of this bear market. Here’s a list of the others. The S&P 500 […]
8 months ago
The Value Investing Blog of Old School Value

10 Ways to Thrive in a Bear Market and Recession - [image: 10 Ways to Thrive in a Bear Market and Recession] Things are pretty wild right now. Stocks are in a bear market and we’re pretty clearly in a rece...
9 months 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...
10 months 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 ...
1 year 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...
1 year 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...
1 year ago
csinvesting

The Coming Energy Abundance!? - As a new analyst you are the first to see the reports hit your desk. The executive summary says: Our analysis shows that 100% clean electricity from the...
1 year 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...
1 year 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...
1 year 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...
1 year ago
Yet Another Value Blog

One more reminder: substack move - Sorry to be a pest, but a final reminder that I've moved the blog to substack! Please be sure to subscribe / follow there; in addition, I believe we got mo...
1 year 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...
1 year ago
The Brooklyn Investor

BRK 2021 Annual Meeting - So, like many of you, I watched the BRK annual meeting (replay) as usual. It was nice to have Ajit and Greg join Buffett and Munger on the stage. Buffett...
1 year 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...
1 year 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...
2 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 ...
2 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...
2 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...
2 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.
2 years ago
Above the Market

The Better Letter - Most of my writing these days is for my weekly newsletter. Check it out here.
2 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...
2 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...
2 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 ...
2 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...
2 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*
2 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...
2 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...
2 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...
2 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 ...
3 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...
3 years ago
Blog - Comus Investment, LLC

Carvana - Carvana, the self-titled Amazon of used cars, has become a magnet for both growth investors and short-sellers while growing rapidly. With its recent rise i...
3 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...
3 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 ...
3 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...
3 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...
3 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...
3 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...
4 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...
4 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...
4 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...
4 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.
4 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...
4 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...
4 years ago
Columbia Financial Investment Group

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Webb-site Reports

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Tableau Magic

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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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Insiders 090722