ShadowStock: Exploiting Market Anomalies with Neglected Data: Magic Formula 07/22/26

Blog List

The Big Picture

10 Sunday Reads - Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump and prediction markets are building a society of suckers...
2 hours ago
Abnormal Returns

Saturday links: serious randomized trials - Saturdays we catch up with the non-finance related items that we didn’t get to earlier in the week. You can check out...
22 hours ago
The Felder Report

‘The Biggest Bagholder Operation In History’, Part Deux - 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...
1 day ago
A Wealth of Common Sense

Picking Stocks in a Bloodbath - Is Netflix a buy here? Or is it a stock in secular decline? The post Picking Stocks in a Bloodbath appeared first on A Wealth of Common Sense. ...
1 day ago
Yet Another Value Blog

A (quickie premium) springload - I’m going to keep this fast for personal reasons (I’m allegedly taking the day off and am scheduled to do my first escape room in almost two years in about...
1 day ago
Novel Investor

Weekend Reads – 7/24/26 - Quote for the Week Those who believe in the permanence of tempestuous seasons will view life as a succession of short runs, where noise dominates signals a...
2 days ago
FlowingData

Seinfeld episodes and characters, a visual exploration - Several years ago, Andy Kirk watched every episode of the sitcom Seinfeld, all… *Tags:* Andy Kirk, Seinfeld, television
2 days ago
Stock Screener – The Acquirer's Multiple®

Weekly Investing Roundup – News, Podcasts, Interviews (07/24/2026) - This week’s best investing news: What Bill Ackman Is Investing In (WNN) Rich Pzena – Buying Great Businesses When Everyone Hates Them (BTBS) Ray Dalio: t...
2 days ago
Visual Capitalist

Which World Regions Have the Most High-Income Countries? - Sub-Saharan Africa has the highest share of low-income countries, while North America is entirely high-income.
2 days ago
MicroCapClub

200+ Investors Registered, 50+ Companies Confirmed, Join Us in Toronto! - Where the best in microcap gather, connect and grow.
4 days ago
Daily Speculations

The latest from Dr. Earle - Welcome to Trillionistan. Don’t Get Comfortable. Not all trillions — debts, valuations, investments — are created equal. Huge nominal numbers often obscure...
4 days ago
Of Dollars And Data

Money Talks: The Price of Status - A year ago, I published my second book *The Wealth Ladder*. It's sold over 100,000 copies worldwide and hit the *New York Times* bestseller list in its thi...
5 days ago
value and opportunity

Some links 18/2026 - Upslope Capital’s 6M letter including their Magnum Ice Cream pitch Dynasty Trust’s quarterly letter with a positive view on Travel stocks and a deep dive i...
1 week ago
Musings on Markets

Country Risk: Drivers, Measures and Investment Implications - The 2026 Edition! - I am a creature of habit in my personal and professional life, and in the context of the content that I post online, there is a ritual that I follow ...
1 week ago
Ivanhoff Capital

Range-bound Market - MarketSurge powers the charts in this video. Range-bound action dominated in the past week. Most of the morning gaps quickly faded later in the day; many o...
1 week ago
Investing Caffeine

A Tale of Two Cities - In 1859, Charles Dickens published his timeless historical novel, A Tale of Two Cities, set in London and Paris before and during the French Revolution (17...
3 weeks ago
GreenWood Investors

The Price of Trust -
3 weeks ago
Essentia Analytics

Once Bitten: Why Investors Won’t Buy Back a Stock That Burned Them - Every investor has a name or two they’ll never own again – and it’s rarely about the fundamentals.
4 weeks ago
Vitaliy Katsenelson Contrarian Edge

Guy and I – Ep 294 - My dear friend Guy Spier did an almost hour-long interview with CNBC’s Becky Quick. It is an interview I wish had never happened, or, if it did, for a di...
5 weeks ago
Clark Street Value

Braemar Hotels & Resorts: Internalizing Management - Throwing together a quick note on Braemar Hotels & Resorts (BHR) (~$180MM market cap) before I start a busy Friday, forgive me if there are any glaring m...
1 month ago
Good Investing

Markel Annual Meeting 2026 Transcript - [image: Markel Reunion 2026 Transcript - Markel Annual Meeting 2026] Read the full Markel Group Annual Meeting 2026 transcript (Markel Reunion 2026 trans...
1 month ago
quoth the raven research

The evolution of smart home technology - In modern waterfront developments like Costa Mare by Ellington, integrated smart living solutions are becoming an increasingly valuable feature for resid...
1 month ago
Crossing Wall Street

Morning News: June 1, 2026 - Oil Prices Jump as U.S. and Iran Exchange Fire An LNG Glut Is On Its Way Turnberry Won’t Fix Transatlantic Trade. But It’s a Start […]
1 month ago
NoNameStocks

NoName Annual Performance 2025-2026 - My portfolio is up 31% this year, giving me a CAGR of 29.9% over the past 13 years since I bought my first stock in April 2013! It's my best performanc...
3 months ago
Stalwart Investment Advisors

Deciphering Price-Earning (PE) Multiple as a Valuation Tool - A high quality asset can be a poor investment if acquired at an obscenely high valuation (versus its intrinsic value). On the other hand, even an average...
3 months ago
Glenn Chan's Random Notes on Investing

Fox News coverage of Israel-Iran war is AI and fake (proof) - Fox News is now airing AI-generated footage as if it was real. Their ‘journalist’ must know this; it’s not journalism. I’ve compiled the signs of AI in the...
3 months ago
CFA Institute Enterprising Investor

Enterprising Investor Is Moving - Enterprising Investor is moving to CFA Institute Research and Policy Center (RPC) on March 23. The post Enterprising Investor Is Moving appeared first on...
4 months ago
Fundoo Professor

The Misunderstood Role of Dividends in Long-term Stock Returns - There exists a peculiar blind spot in the Indian investment psyche. Many investors dismiss dividend-paying stocks as tax-inefficient vehicles for returns. ...
4 months ago
The Rational Walk

Greg Abel’s 2026 Letter to Shareholders - Greg Abel's first letter to Berkshire Hathaway shareholders emphasized the need to keep the company's unique culture.
4 months ago
The Value Investing Blog of Old School Value

Aggressive Accounting Reserves Allowances Contingent Liabilities - In the world of stock analysis, understanding a company’s financial statements is paramount. Yet, the numbers on a balance sheet or income statement don’t ...
5 months ago
Blog - Two Centuries Investments

The Day Got Split in Two - It happened again. The last time was ChatGPT in early 2023. Before that, it was discovering Market QA backtesting software in 2004. And before that, it w...
5 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
6 months ago
Alpha Vulture

2025 end-of-year portfolio review - [image: 2025 end-of-year portfolio review]
6 months 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...
8 months 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...
11 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
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...
2 years 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...
2 years 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...
2 years 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, ...
3 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...
3 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...
3 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...
3 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...
3 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 ...
4 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...
4 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...
5 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...
5 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...
5 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 ...
5 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...
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...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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...
6 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 ...
6 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 ...
6 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...
6 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...
7 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...
7 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...
7 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...
7 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...
7 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 ...
7 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...
7 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...
8 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....
8 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...
8 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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Magic Formula 07/22/26