BlogRoll
The Acquirer’s Multiple
- Joel Greenblatt: Why Spinoffs Provide Attractive Returns For Shareholders June 18, 2021 Johnny Hopkins
- Howard Marks: Investors Should Be Looking For Opportunities In The ‘Downtrodden’ June 18, 2021 Johnny Hopkins
- Stock In Focus – TAM Stock Screener – Ternium SA (NYSE: TX) June 18, 2021 Johnny Hopkins
Adventures in Capitalism
- ESG = Energy Stops Growing June 2, 2021 Kuppy
- Kuppy Chats With Zer0esTV… May 17, 2021 Kuppy
- Focus On The Facts… May 5, 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
- Friedman Back in Favour May 25, 2021
- Viacom May 17, 2021
- Slaugherhouse-Five April 29, 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
- Regional Health Properties: Inadequate Pref Exchange Offer June 2, 2021 MDC
- Medley Management: Reorg BDC Manager, Better Offer Coming? May 13, 2021 MDC
- Macquarie Infrastructure: Liquidation, Possible Forced Selling Later May 13, 2021 MDC
Classic Value Investors
- RFC Ambrian Report on Oroco June 9, 2021 Mariusz Skonieczny
- Ian Graham on 3D IP Results Brasiles June 9, 2021 Mariusz Skonieczny
- Activist Wannabes Drive me Crazy June 9, 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
- Jewett-Cameron (JCTCF): A Stock That Grew in Value Even When the Business Didn’t Grow in Size June 3, 2021 Geoff Gannon
- 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
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
- PIRS Spells Potential May 30, 2021 Dan Schum
- NoName Annual Performance 2020-2021 April 19, 2021 Dan Schum
- PGNT for You and Me April 9, 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
- "Friendly Hills Bank Plans Dubious Branch Acquisition" $FHLB June 14, 2021 Oddball Stocks Newsletter
- Friendly Hills Bank ($FHLB): "A Story of Two CEOs" June 11, 2021 Oddball Stocks Newsletter
- Double Bottomline Corp. Reaches Definitive Agreement to Purchase Community Savings Bancorp, Inc. ($CCSB) June 10, 2021 Oddball Stocks Newsletter
Raper Capital
- Updates on UK re-opening name 2); Haier; and a few event trades June 16, 2021 puppyeh
- Revisiting a re-opening name June 12, 2021 puppyeh
- More hijinks at Hunter Douglas June 4, 2021 puppyeh
SA-Dan Stringer
- The Best Way To Play The Inter Pipeline/Pembina Merger June 1, 2021
- IES Holdings: A Proven Consolidator May 28, 2021
- Twitter: Is Now A Good Time To Buy The Stock March 29, 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
- Michael Burry Rolls His GameStop Profits Into Google Calls And Tesla Puts May 30, 2021
- Is Starbucks Stock A Good Dividend Investment? May 27, 2021
- Where Will Netflix Stock Be In 2025 April 23, 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
- Just Eat Takeaway.com (JET) Update – “The attack of the 10 minute delivery services” June 15, 2021 memyselfandi007
- Some Links June 14, 2021 memyselfandi007
- The Energy Transition basket: Are Cables the new “Shovels” ? (Prysmian, Nexans, NKT) June 10, 2021 memyselfandi007
Value Investing Blog
- Quarto Group June 10, 2021 NeverLoseMoney
- Yoong Onn Corporation Berhad April 26, 2021 NeverLoseMoney
- Kino Polska TV February 11, 2021 NeverLoseMoney
Vintage Value Investing
- How Companies Create Value for Shareholders (Part 1) June 18, 2021 Dillon Jacobs
- Kirkland Lake Gold (KL) Premium Research Report June 17, 2021 Dillon Jacobs
- South American Utilities Premium Research Report June 2, 2021 Dillon Jacobs