BlogRoll
The Acquirer’s Multiple
- Advisor Perspectives: Most Investment Pros Can’t Beat The Market September 15, 2021 Johnny Hopkins
- Smead Capital: The McNealy Problem September 15, 2021 Johnny Hopkins
- One Stock Superinvestors Are Selling September 15, 2021 Johnny Hopkins
Adventures in Capitalism
- On Staying Liquid… September 13, 2021 Kuppy
- The New GBTC… September 2, 2021 Kuppy
- Speaking With Real Vision… August 30, 2021 Kuppy
Alpha Vulture
- EXFO shareholders approve going private transaction August 13, 2021 Alpha Vulture
- EXFO Inc. merger arbitrage August 11, 2021 Alpha Vulture
- New Frontier Health merger arbitrage August 10, 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
- Matterhorn August 7, 2021
- New Home Buyout July 28, 2021
- Perdoceo Is One Of My Favourite Stocks July 15, 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
- Atlas Financial: Senior Bonds Should Reject RSA, Reopening Play September 10, 2021 MDC
- PFSweb: Another Asset Sale, Cheap RemainCo Situation August 18, 2021 MDC
- Laureate Education: Asset Sales, Informal Liquidation, RemainCo Cheap August 3, 2021 MDC
Classic Value Investors
- Great Story from a 20 Year Old August 15, 2021 Mariusz Skonieczny
- Oroco Starts Drilling at Santo Tomas August 12, 2021 Mariusz Skonieczny
- Selling Your Losers August 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
- H1 2021 Review / Portfolio +13.8% July 16, 2021 rjmahan
- Exiting Russian / Ukranian positions, possibility of invasion not priced in April 14, 2021 rjmahan
- My first podcast April 9, 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
- Kingstone Companies (KINS): A Homeowner’s Insurance Company Focused on Selling Through Agents in Downstate New York August 22, 2021 Geoff Gannon
- 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
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
- An Essay on Investing in Small Stocks September 2, 2021 Ian Cassel
- 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
Net Net Hunter
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No Name Stocks
- TCOR Pummeled in the Darkness August 31, 2021 Dan Schum
- Brokerages, the new SEC Rule, and a Podcast August 1, 2021 Dan Schum
- Closing the Book on SIMA July 19, 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
- Oddball Stocks Newsletter Excerpt: "Full Steam Ahead" by Guest Writer "Catahoula" September 8, 2021 Oddball Stocks Newsletter
- Oddball Stocks Newsletter Excerpt: Editors' Interview with Mutual Fund Manager Eric Speron September 7, 2021 Oddball Stocks Newsletter
- Just Published: Issue 36 of the Oddball Stocks Newsletter! September 6, 2021 Oddball Stocks Newsletter
Quoth The Raven
- What is speech AI? August 28, 2021
- How a teenager can earn money? August 19, 2021
- Making money on the Internet August 9, 2021
Raper Capital
- A Golden Age of Event-Driven Investing? (part 6) September 9, 2021 puppyeh
- A Golden Age of Event-Driven Investing? (pt 5) September 2, 2021 puppyeh
- DXLG thoughts post the 2Q print September 1, 2021 puppyeh
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
- No More Dark Stocks? Invest In Nanocaps Instead September 7, 2021
- HP Inc.: Growth, Cheap, Dividends, Buybacks August 30, 2021
- Safety Insurance Group: Cheap Insurer With A Good Yield August 10, 2021
SA-Safety in Value
- Best Of Seeking Alpha Blog Posts Newsletter: Gevo Signs Deals For Renewables With Big Oil September 15, 2021
- Is Dolphin Entertainment Stock A Buy Or Sell Now? September 14, 2021
- Is Carnival Stock A Buy Or Sell Before Upcoming Earnings? September 10, 2021
Shadow Stock
- Spark Networks (LOV), A Risky Value Outlier August 12, 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
- Some links September 13, 2021 memyselfandi007
- Summer Reading summary September 11, 2021 memyselfandi007
- Some links September 6, 2021 memyselfandi007
Value Investing Blog
- Some closing thoughts on Cambria Automobiles September 13, 2021 NeverLoseMoney
- Brook Crompton July 13, 2021 NeverLoseMoney
- Quarto Group June 10, 2021 NeverLoseMoney
Vintage Value Investing
- Enterprise Product Partners (EPD) Premium Research Report September 11, 2021 Dillon Jacobs
- Alibaba’s Big Secret September 4, 2021 Dillon Jacobs
- Nintendo (NTDOY) Premium Research Report August 21, 2021 Dillon Jacobs