BlogRoll
The Acquirer’s Multiple
- Steven Romick: Growth Can Bail Value Investors Out Of A Lot Of Problems May 17, 2021 Johnny Hopkins
- Seth Klarman’s Top 10 Holdings (Q1 2021) May 17, 2021 Johnny Hopkins
- (Ep.114) The Acquirers Podcast: Gold Value – Gold, Gold Mining, Activism, And Inflation May 17, 2021 Johnny Hopkins
Adventures in Capitalism
- Kuppy Chats With Zer0esTV… May 17, 2021 Kuppy
- Focus On The Facts… May 5, 2021 Kuppy
- Trading “Project Zimbabwe…” April 19, 2021 Kuppy
Alpha Vulture
- Merger arbitrage in the Coherent bidding war March 18, 2021 Alpha Vulture
- The curious case of the Garrett Motion rights offering March 15, 2021 Alpha Vulture
- 2020 end-of-year review, breaking the +1000% barrier January 3, 2021 Alpha Vulture
Back of The Envelope Investing
- Madara Cosmetics: Bet on entreprenaurship September 21, 2020 backoftheenvelopeinvesting
- Short unfinished thought: Fila fad or value? August 24, 2020 backoftheenvelopeinvesting
- YTD returns, portfolio rundown (and story about boss) August 24, 2020 backoftheenvelopeinvesting
Barel Karsan
- Slaugherhouse-Five April 29, 2021
- Franklin Wireless: Extremely Cheap, But Also Risky April 27, 2021
- The Last Day April 14, 2021
The Brooklyn Investor
- BRK 2021 Annual Meeting May 7, 2021 Unknown
- Happy New Year! Bubble Yet? January 20, 2021 Unknown
- Sogo Shosha September 9, 2020 Unknown
Clark Street Value
- Medley Management: Reorg BDC Manager, Better Offer Coming? May 13, 2021 MDC
- Macquarie Infrastructure: Liquidation, Possible Forced Selling Later May 13, 2021 MDC
- Updates: MMAC, PFX, LUB & Others April 3, 2021 MDC
Classic Value Investors
- Copper $20,000 and Santo Tomas May 7, 2021 Mariusz Skonieczny
- Why I Hate Miners Video Series April 23, 2021 Mariusz Skonieczny
- Tanker Investor in 2020 vs 2021 April 4, 2021 Mariusz Skonieczny
CS Investing
- Searching for the marginal seller March 10, 2021 John Chew
- The Seen and Unseen–Understanding Interest Rates January 18, 2021 John Chew
- Would you have become a millionaire in the last bull market? December 14, 2020 John Chew
Deep Value Investments
- Exiting Russian / Ukranian positions, possibility of invasion not priced in April 14, 2021 rjmahan
- My first podcast April 9, 2021 rjmahan
- Tharisa – ridiculously cheap, High Rhodium Price means a likely PE well under 4 March 21, 2021 rjmahan
Egregiously Cheap (Travis Wiedower)
- Burford Capital is By Far the Most Undervalued Company I Know Of April 20, 2021 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
Focused Compounding
- Universal Insurance Holdings (UVE): A Cheap and Fast-Growing Florida Hurricane Exposed Insurer I’m Going to Pass On March 21, 2021 Geoff Gannon
- Silvercrest Asset Management (SAMG): A 4% Dividend Yield For an Asset Manager Focused on Super Wealthy Families and Institutions February 14, 2021 Geoff Gannon
- Investors Title Company (ITIC): A Strong, Consistently Profitable Regional Title Insurer Trading at a Premium to Book Value February 11, 2021 Geoff Gannon
Kenkyo Investing
- 40% Market Share Water Supply Equipment Maker Trading for 97.5% NCAV May 4, 2021 Kenkyo Investing
- Activist-targeted Industrial Machinery Maker Trading for 67% of NCAV April 27, 2021 Kenkyo Investing
- Profitable market leading industrial machinery maker trading at negative EV April 19, 2021 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
- The MicroCap Advantage by Ian Cassel February 11, 2021 Ian Cassel
- Getting Started in Life Science Investing with Dr. David Sable February 2, 2021 Ian Cassel
- Rule Breaker Investing by David Gardner January 21, 2021 Ian Cassel
Net Net Hunter
- An error has occurred, which probably means the feed is down. Try again later.
No Name Stocks
- NoName Annual Performance 2020-2021 April 19, 2021 Dan Schum
- PGNT for You and Me April 9, 2021 Dan Schum
- In the Market Trenches Podcast March 11, 2021 Dan Schum
OTC Adventures
- Change is Here. April 27, 2021 otcadventures
- Quarterly Letter and a Look at Concierge Technologies – OTC: CNCG February 3, 2021 otcadventures
- Two Investing Resources, a Giving Opportunity, and Alluvial’s Quarterly Letter November 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
- Life Insurance Company of Alabama 2020 Annual Report May 13, 2021 Oddball Stocks Newsletter
- Hanover Foods Quarterly Financials May 12, 2021 Oddball Stocks Newsletter
- Bidding War for Sunnyside Bancorp ($SNNY) April 20, 2021 Oddball Stocks Newsletter
Raper Capital
- Post-earnings thoughts on Mobruk, Betterware; and an update on Hunter-Douglas May 14, 2021 puppyeh
- Further update on Mobruk May 13, 2021 puppyeh
- Pressing the UK re-opening bet with two new names (part one) May 12, 2021 puppyeh
SA-Dan Stringer
- Twitter: Is Now A Good Time To Buy The Stock March 29, 2021
- Will Pacific Gas & Electric Company's Stock Ever Recover? February 25, 2021
- Queen's Road Capital: A Strong Underlying Investment Performance Hasn't Kept Pace With The Share Price February 10, 2021
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
- 15 Stocks To Avoid Based On Valuation, Momentum And Trading Volume March 8, 2021
- 30 Momentum Stocks For A Quick Buck Portfolio February 25, 2021
- 15 Stocks To Avoid Based On Valuation, Momentum And Trading Volume February 8, 2021
SA-Safety in Value
- Where Will Netflix Stock Be In 2025 April 23, 2021
- Falcon Capital Acquisition Is A SPAC Redemption Arbitrage Opportunity April 18, 2021
- Will Carnival Cruise Line's Stock Dividend Resume In 2021 April 15, 2021
Shadow Stock
- Scheid Vineyards: An Extreme Undervaluation Hiding in the Dark April 7, 2021 ShadowStock
Shareholders Unite
- Why You Should Join Our SHU Growth Portfolio December 6, 2020 admin
- United Microelectronics On The Rise October 16, 2020 admin
- Entegris Keeps On Growing October 8, 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
- Tekmar PLC – Hidden “Off-shore” Champion or Cheap for a reason ? May 17, 2021 memyselfandi007
- Some links May 16, 2021 memyselfandi007
- The new “Energy Transition” Basket Part 1 – (Siemens Energy, Orsted, AKer Horizon) May 10, 2021 memyselfandi007
Value Investing Blog
- Yoong Onn Corporation Berhad April 26, 2021 NeverLoseMoney
- Kino Polska TV February 11, 2021 NeverLoseMoney
- Bamboos Health Care Holdings January 22, 2021 NeverLoseMoney