BlogRoll
The Acquirer’s Multiple
- Warren Buffett: Why Utility Businesses Make Good Investments July 8, 2020 Johnny Hopkins
- TAM Stock Screener – Stocks Appearing In Dalio, Greenblatt, Einhorn Portfolios July 8, 2020 Johnny Hopkins
- How Would A Young Warren Buffett Invest Today? July 8, 2020 Johnny Hopkins
Adventures in Capitalism
- PG&E Exits BK… July 2, 2020 Kuppy
- Event-Driven Winning… June 29, 2020 Kuppy
- Ready For The Re-Bal??? June 24, 2020 Kuppy
Alpha Vulture
- Sky Solar Holdings merger arbitrage July 7, 2020 Alpha Vulture
- Half-year portfolio review, 2020 edition July 3, 2020 Alpha Vulture
- Asta Funding insiders bump merger consideration June 26, 2020 Alpha Vulture
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
- Imperial Ginseng July 8, 2020
- Karsan Value Funds: 2020 Q2 Results July 3, 2020
- When The Bubble Bursts June 22, 2020
The Brooklyn Investor
- Wow! May 20, 2020 Unknown
- Who Cares What Mr. Market Thinks! March 2, 2020 Unknown
- Coronavirus, Munger etc. February 14, 2020 Unknown
Clark Street Value
- GCI Liberty: Stock-for-Stock Deal with Liberty Broadband July 7, 2020 MDC
- Mid Year 2020 Portfolio Review July 1, 2020 MDC
- Ladder Capital: Internally Managed mREIT, No CRE CLO Debt April 23, 2020 MDC
Classic Value Investors
- How to Trade the Oil Tankers July 1, 2020 Mariusz Skonieczny
- Robert Bugbee on Scorpio Bulkers and Oil Tankers July 1, 2020 Mariusz Skonieczny
- Oil Tanker Rank Mr Market Edition June 26, 2020 Mariusz Skonieczny
CS Investing
- Is Buffett Over-Hyped? June 19, 2020 John Chew
- Are you sure you know all this to become a day trader? June 17, 2020 John Chew
- Understand Semantics to improve your thinking June 13, 2020 John Chew
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
- BAB (BABB): This Nano-Cap Franchisor of “Big Apple Bagel” Stores is the Smallest Stock I Know of That’s a Consistent Free Cash Flow Generator June 17, 2020 Geoff Gannon
- Dover Motorsports (DVD): Two Racetracks on 1,770 Acres and 65% of the TV Rights to 2 NASCAR Cup Series Races a Year for Just $60 million June 8, 2020 Geoff Gannon
- Should I Specialize in an Industry I Know – Even if it’s a Bad One? May 27, 2020 Andrew Kuhn
Kenkyo Investing
- 0.9x EV/EBIT Serial E-commerce Platformer with Incubation Arm on Shaky Ground June 24, 2020 Kenkyo Investing
- Stable and Profitable Civil Engineering Co for Negative EV June 8, 2020 Kenkyo Investing
- Corona-affected Growing Reputable Childcare Service Co for 0.7x EV/EBIT May 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
The Market Plunger
- Q1 2020 Letter April 7, 2020 The Market Plunger
- InfoVine (115310): Leading Business With Durable Competitive Advantages Trading Less Than Cash & 5x Earnings February 25, 2020 The Market Plunger
- SMTPC: Toll Operator Trading at a 15% FCF Yield w/ Sketchy Terminal Value February 13, 2020 The Market Plunger
MicroCapClub
- Deserving It June 18, 2020 Ian Cassel
- Ian Cassel Talks MicroCaps and 100-Baggers on Chain Reaction Podcast May 26, 2020 Ian Cassel
- The Art of Survival April 21, 2020 Ian Cassel
Net Net Hunter
- Deep Value Investing: Your Essential Guide June 18, 2020 Hya
- Howard Marks on Net Nets: Are They the Most Important Thing? June 4, 2020 Hya
- Net Current Asset Value: What, Why and How May 28, 2020 Hya
No Name Stocks
- Financially Free Podcast June 9, 2020 Dan Schum
- 5 Years April 29, 2020 Dan Schum
- NoName Annual Performance 2019-2020 April 18, 2020 Dan Schum
OTC Adventures
- Wheeler REIT – An Activism Story: WHLR, WHLRD, WHLRP July 6, 2020 otcadventures
- LICT Corporation – LICT June 11, 2020 otcadventures
- Another look at New England Realty Associates LP – NEN May 4, 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
- Goodheart Willcox FY 2020 Annual Report July 6, 2020 Oddball Stocks Newsletter
- Next generation of Warehimes at Hanover Foods? June 29, 2020 Oddball Stocks Newsletter
- Vulcan International Corp ($VULC) Sends "Follow Up Notice" June 28, 2020 Oddball Stocks Newsletter
Quoth The Raven
- China’s Playbook For Deflecting Coronavirus Blame Onto The U.S. Could Be Working Exactly As Planned March 28, 2020 Quoth the Raven Research
- The Time Is Right Now: Why The U.S. Must Act Decisively and Overwhelmingly To Confront The Coronavirus February 22, 2020 Quoth the Raven Research
- The One Number That Could Reveal A Chinese Coronavirus Cover-Up February 2, 2020 Quoth the Raven Research
Raper Capital
- Metlifecare update: endgame near? July 6, 2020 puppyeh
- What I’m short now July 2, 2020 puppyeh
- 361 Degrees update: one red flag too many, time to sell June 26, 2020 puppyeh
SA-Dan Stringer
- QMX Gold: A Robust 2020 Drill Program Should Provide Multiple Catalysts July 1, 2020
- Netflix: Behind The Account Culling May 27, 2020
- Tesla Inc.: Anatomy Of A Trade May 13, 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
SA-Ruerd Heeg
- Lufthansa: Worth About Half As Much As Investors Think June 11, 2020
- Quant Strategies For A Volatile Market (Video Transcript) June 3, 2020
- Quant Strategies For A Volatile Market (Video) May 28, 2020
Shadow Stock
- Mohawk Grp (MWK) - The Renaissance Technologies of CPG E-commerce April 17, 2020 ShadowStock
Shareholders Unite
- LiqTech International Offers Compelling Value Here July 1, 2020 admin
- OptimizeRx Is Entrenching Its Position In Digital Healthcare Communication July 1, 2020 admin
- JinkoSolar Is Likely To Rebound July 1, 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
- Performance review Q2 2020 – Comment: “What’s going on ?” July 8, 2020 memyselfandi007
- Wirecard follow up (2) – BAFIN, sell side analysts, portfolio managers and others July 2, 2020 memyselfandi007
- Wirecard follow Up – Open questions & some wild guesses June 30, 2020 memyselfandi007
Yet Another Value Blog
- Some things and ideas: June 2020 June 30, 2020 Yet Another Value Blogger
- Quickie idea / what am I missing: $PCG on bankruptcy emergence June 29, 2020 Yet Another Value Blogger
- Premium case study: Kontoor Brands $KTB June 24, 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
Vintage Value Investing
- The Jobs Won’t Come Back In August July 8, 2020 UPFINA
- A Recovery Worse Than Most Recessions July 7, 2020 UPFINA
- Consumers Will Spend Less Without Unemployment Benefits July 6, 2020 UPFINA