BlogRoll
The Acquirer’s Multiple
- Value Investing Parallels: The Late 1990s And Now January 20, 2021 Johnny Hopkins
- Internet Scale Businesses January 20, 2021 Johnny Hopkins
- One Stock Superinvestors Are Buying Or Holding January 20, 2021 Johnny Hopkins
Adventures in Capitalism
- On Getting Stolen From… January 15, 2021 Kuppy
- KEDM.COM January 12, 2021 Kuppy
- Everyone Back In The Pool… January 7, 2021 Kuppy
Alpha Vulture
- 2020 end-of-year review, breaking the +1000% barrier January 3, 2021 Alpha Vulture
- Exited my position in the BMY-RT CVR November 17, 2020 Alpha Vulture
- XPEL: still not your classic value stock November 13, 2020 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
- Build Wealth with Common Stocks January 12, 2021
- Karsan Value Funds: 2020 Q4 Results January 8, 2021
- A Promised Land December 26, 2020
The Brooklyn Investor
- Happy New Year! Bubble Yet? January 20, 2021 Unknown
- Sogo Shosha September 9, 2020 Unknown
- Is Buffett Really Bearish?! August 20, 2020 Unknown
Clark Street Value
- Year End 2020 Portfolio Review January 1, 2021 MDC
- Colony Credit Real Estate: CLNY Moving Quickly, CLNC Sale Next? December 14, 2020 MDC
- Medley Capital: Internalizing Management, Sale Seems Likely December 2, 2020 MDC
Classic Value Investors
- GoPro: How Did Stupidity Work Out January 16, 2021 Mariusz Skonieczny
- Game Plan for 2021 January 1, 2021 Mariusz Skonieczny
- Merry Christmas and Happy New Year December 24, 2020 Mariusz Skonieczny
CS Investing
- 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
- Is Buffett Over-Hyped? June 19, 2020 John Chew
Deep Value Investments
- 2020 Full Year performance +49% December 28, 2020 rjmahan
- Q3 2020 Review +12%, + 39% YTD September 26, 2020 rjmahan
- Q2 2020 +24% (+33% ytd), but still nervous July 27, 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
- Marcus (MCS): Per Share Value of the Hotel Assets November 19, 2020 Geoff Gannon
- Marcus (MCS): A Movie Theater and Hotel Stock Trading for Less than the Sum of Its Parts November 13, 2020 Geoff Gannon
- Weekly Review October 30, 2020 Andrew Kuhn
Kenkyo Investing
- Manufacturing-sector Specialized Trading Company Trading at 3.6x EV/EBIT October 20, 2020 Kenkyo Investing
- High Growth HR Company at a COVID-standstill for 5.5x EV/EBIT September 7, 2020 Kenkyo Investing
- 2.4x EV/EBIT Leading Niche Miner and Manufacturer at Fair Value July 27, 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
- Always Be Thinking Ahead January 15, 2021 Ian Cassel
- Portfolio Turnover is the Price of Progress October 3, 2020 Ian Cassel
- Multibagger Interview with Alta Fox Capital September 17, 2020 Ian Cassel
Net Net Hunter
- An error has occurred, which probably means the feed is down. Try again later.
No Name Stocks
- Harbor's Dark Takeover December 5, 2020 Dan Schum
- Avoiding the Crowd Podcast November 5, 2020 Dan Schum
- CEMI: Potential, Hope, and Hype September 8, 2020 Dan Schum
OTC Adventures
- Two Investing Resources, a Giving Opportunity, and Alluvial’s Quarterly Letter November 12, 2020 otcadventures
- Fondul Proprietatea S.A. – FP:London October 13, 2020 otcadventures
- Takeaways from P10 Holdings’ Quarterly Report – PIOE August 25, 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
- Hanover Foods Reports Quarterly Results $HNFSA $HNFSB January 12, 2021 Oddball Stocks Newsletter
- Vulcan International Corporation Liquidation Proceeds December 4, 2020 Oddball Stocks Newsletter
- Just Published: Issue 32 of the Oddball Stocks Newsletter! November 30, 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
- Some updates across the book, plus revisiting Endor January 21, 2021 puppyeh
- New idea January 14, 2021 puppyeh
- Positioning updates January 14, 2021 puppyeh
SA-Dan Stringer
- Twitter: Flexing Its Muscle January 12, 2021
- StoneX Group: A Game-Changing Acquisition Makes Its Valuation Even More Discounted December 3, 2020
- With Its Problems Addressed, CPI Aerostructures May Be A Good Contrarian Aerospace Play November 6, 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
- 2021 Roundtable: General Outlook - Dividend, Income, And Value Investing January 7, 2021
- 15 Stocks To Avoid Based On Valuation, Momentum, And Trading Volume January 7, 2021
- Smooth Momentum With Low Trading Liquidity December 29, 2020
Shadow Stock
- Tandy Leather’s delisting creates an extreme value opportunity November 15, 2020 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
- Some links January 17, 2021 memyselfandi007
- Book Review: “Seven Mistakes Every Investor Makes (and how to avoid them)” January 14, 2021 memyselfandi007
- Just EAT Takeaway.com – Just another roll-up or long term growth opportunity ? January 11, 2021 memyselfandi007
Value Investing Blog
- Delko SA December 30, 2020 NeverLoseMoney
- Sold most Japanese holdings December 14, 2020 NeverLoseMoney
- Philip Morris ČR November 30, 2020 NeverLoseMoney
Vintage Value Investing
- How to Value a Company Like Dollar General (DG) January 17, 2021 Dillon (Mr. Vintage Value Investing)
- The Vintage Value Investing Portfolio January 10, 2021 Dillon (Mr. Vintage Value Investing)
- Warren Buffett’s Equity Bond Method Explained January 3, 2021 Dillon (Mr. Vintage Value Investing)