BlogRoll
Adventures in Capitalism
- The Other Florida… June 1, 2020 Kuppy
- Post-COVID Capitalism… May 24, 2020 Kuppy
- No One Knows What Comes Next… May 19, 2020 Kuppy
Back of The Envelope Investing
- Carnival bought 8 months more life time April 3, 2020 backoftheenvelopeinvesting
- I’m all over the place February 28, 2020 backoftheenvelopeinvesting
- Japanese software netnet: Jedat February 28, 2020 backoftheenvelopeinvesting
Barel Karsan
- The Elephant in the Brain June 3, 2020
- Magellan Arrow Space June 2, 2020
- Perdoceo: Downside Risk Emerges May 23, 2020
Clark Street Value
- Ladder Capital: Internally Managed mREIT, No CRE CLO Debt April 23, 2020 MDC
- Colony Capital: Preferred Stock, Non-Recourse Debt, Complex Mix of Assets April 10, 2020 MDC
- Watchlist: GLPI and Penn National Gaming April 2, 2020 MDC
Deep Value Investments
- Dragon Ukranian Property – Vote No at EGM April 27, 2020 rjmahan
- Q1 Portfolio/Performance update (+11%) Coronavirus and thoughts on where to go from here April 14, 2020 rjmahan
- Impact Healthcare REIT March 28, 2020 rjmahan
Egregiously Cheap (Travis Wiedower)
- Shopify and its Strong Competitive Advantages Continue to Take Market Share October 28, 2019 Travis Wiedower
- Spotify’s Moats, Management, and Unit Economics July 11, 2019 Travis Wiedower
- How Incentives Can Improve Congress May 23, 2019 Travis Wiedower
Focused Compounding
- Should I Specialize in an Industry I Know – Even if it’s a Bad One? May 27, 2020 Andrew Kuhn
- Otis (OTIS): The World’s Largest Elevator Company Gets the Vast Majority of Its Earnings From Maintenance Contracts With a 93% Retention Rate April 25, 2020 Geoff Gannon
- Carrier (CARR): A Big, Well-Known Business that Just Spun-off as a Cheap, Leveraged Stock April 22, 2020 Geoff Gannon
Kenkyo Investing
- Corona-affected Growing Reputable Childcare Service Co for 0.7x EV/EBIT May 22, 2020 cyoung1989
- Well Capitalized Coating Maker with Double-Digit CAGR Prospects for Negative EV May 6, 2020 cyoung1989
- Mitsubishi-backed Electronics Trading Co For Fair Value At 3.6x EV/EBIT April 22, 2020 Kenkyo Investing
Long Term Value Blog
- Upping the ante on GameStop (GME) August 23, 2019 jay
- Why would you buy that (GME)? and other updates (GLIBA) June 12, 2019 jay
- Out of Adient (ADNT) May 20, 2019 jay
No Name Stocks
- 5 Years April 29, 2020 Dan Schum
- NoName Annual Performance 2019-2020 April 18, 2020 Dan Schum
- Stansberry Investor Hour Podcast February 27, 2020 Dan Schum
OTC Adventures
- Another look at New England Realty Associates LP – NEN May 4, 2020 otcadventures
- Detroit Legal News Co. March 11, 2020 otcadventures
- Alpine Banks of Colorado- ALPIB February 12, 2020 otcadventures
Ockhams Notebook
- Dealing With Post Covid Debt May 9, 2020 Admin
- The Long Now December 27, 2019 Admin
- Genghis Khan Was a Progressive Humanitarian Who Sparked the Western Enlightenment December 27, 2019 Admin
Oddball Stocks
- Letter Sent to Life Insurance Company of Alabama (LICOA) Shareholders $LINS $LINSA June 2, 2020 Oddball Stocks Newsletter
- York Corrugating Company Reverse Split $YCRG May 22, 2020 Oddball Stocks Newsletter
- Shareholder Activism at Life Insurance Company of Alabama May 21, 2020 Oddball Stocks Newsletter
Raper Capital
- Latest thoughts on GCAP/INTL and MET.NZ May 31, 2020 puppyeh
- 100% revenue growth and explosive long-term trajectory at only 7x EBIT and 10x P/E – this German small-cap should triple (and keep going) May 25, 2020 puppyeh
- More on NIO: the devil is in the details May 23, 2020 puppyeh
SA-Dan Stringer
- Netflix: Behind The Account Culling May 27, 2020
- Tesla Inc.: Anatomy Of A Trade May 13, 2020
- Tesla: Some Cash Concerns May 1, 2020
SA-Jan Svenda
- My First Email From Seeking Alpha: Then And Now May 25, 2020
- Safehold Doesn't Seem Like A Clear Short November 22, 2019
- Weekly Short Newsletter - Week Ending September 6, 2019 September 9, 2019
Shadow Stock
- Mohawk Grp (MWK) - The Renaissance Technologies of CPG E-commerce April 17, 2020 ShadowStock
Shareholders Unite
- Solid Quarter For BioLife, But Dilution Is A Little Concerning May 24, 2020 admin
- Esperion Has A Low Bar To Climb To Warrant Its Present Valuation May 24, 2020 admin
- CEVA Inc. Operational Leverage Has High Potential To Produce Another Positive Earnings Surprise May 24, 2020 admin
Timyan Bank Alert
- Town Center Bank, New Lenox, IL (TCNB) March 2, 2020 Phil Timyan
- Consumers Bancorp, Minerva, OH (CBKM) December 30, 2019 Phil Timyan
- Oxford Bank Corp, Oxford, MI (OXBC) November 9, 2019 Phil Timyan
Value and Opportunity
- Some links May 30, 2020 memyselfandi007
- All German Shares Part 24 (Nr. 501-525) May 29, 2020 memyselfandi007
- Quick Updates: Svenska Handelsbanken (Sell), Bouvet (Reduce) & Coface (Sell) May 26, 2020 memyselfandi007
Yet Another Value Blog
- Some things and ideas: May 2020 May 29, 2020 Yet Another Value Blogger
- Confused, part deux May 19, 2020 Yet Another Value Blogger
- Confused May 19, 2020 Yet Another Value Blogger
Value Investing Blog
- York Corrugating Company (OTC:YCRG): is this reverse-split really “fair”? May 22, 2020 NeverLoseMoney
- Liquidation: Harvard Illinois Bancorp (OTC:HARI) December 5, 2019 NeverLoseMoney
- Sold Nansin Co. (TYO:7399) October 31, 2019 NeverLoseMoney