BlogRoll
The Acquirer’s Multiple
- Jamie Dinan’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells September 21, 2020 Johnny Hopkins
- (Ep.84) The Acquirers Podcast: Larry Swedroe – Shrinking Alpha: Swedroe On His New Book The Incredible Shrinking Alpha September 21, 2020 Johnny Hopkins
- Stock In Focus – TAM Stock Screener – Powell Industries, Inc. (NASDAQ: POWL) September 18, 2020 Johnny Hopkins
Adventures in Capitalism
- Turbulence Ahead… September 18, 2020 Kuppy
- An ED Trade From The Road… September 14, 2020 Kuppy
- PG&E Redux… August 24, 2020 Kuppy
Alpha Vulture
- Sky Solar tender offer successfully completed September 10, 2020 Alpha Vulture
- Sky Solar Holdings merger arbitrage July 7, 2020 Alpha Vulture
- Half-year portfolio review, 2020 edition July 3, 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
- Caste September 19, 2020
- Friedman Industries September 17, 2020
- ADF Group September 10, 2020
The Brooklyn Investor
- Sogo Shosha September 9, 2020 Unknown
- Is Buffett Really Bearish?! August 20, 2020 Unknown
- Tsunami etc. August 19, 2020 Unknown
Clark Street Value
- Marchex: Joint Tender Offer September 18, 2020 MDC
- Lubys: Asset Heavy Restaurant Business Opts for Liquidation September 18, 2020 MDC
- NexPoint Strategic Opportunities: CEF to REIT conversion, Possible NXRT Replay August 31, 2020 MDC
Classic Value Investors
- Oroco Funding and Happy Song September 15, 2020 Mariusz Skonieczny
- Interview with Euronav CEO Hugo De Stoop September 4, 2020 Mariusz Skonieczny
- Mr Market is Back – Oil Tanker Edition August 28, 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
- Q2 2020 +24% (+33% ytd), but still nervous July 27, 2020 rjmahan
- 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
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
- Flanigan’s (BDL): A Cheap, Complicated Restaurant Chain Focused on South Florida September 14, 2020 Geoff Gannon
- Libsyn (LSYN): CEO’s Departure Makes this Stock Even More Interesting August 7, 2020 Geoff Gannon
- Libsyn (LSYN): A Pretty Cheap and Very Fast Growing Podcasting Company in an Industry with a Ton of Competition August 4, 2020 Geoff Gannon
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
- 0.9x EV/EBIT Serial E-commerce Platformer with Incubation Arm on Shaky Ground June 24, 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
- Multibagger Interview with Alta Fox Capital September 17, 2020 Ian Cassel
- I Hope This Inspires You September 10, 2020 Ian Cassel
- MicroCapClub Happy Hour with Michael Shearn August 22, 2020 Ian Cassel
Net Net Hunter
- Deep Value Investing: Buying A Dollar For 0.60 Cents June 18, 2020 HC
- Howard Marks on Net Nets: Are They the Most Important Thing? June 4, 2020 HC
- Net Current Asset Value: What, Why and How May 28, 2020 HC
No Name Stocks
- CEMI: Potential, Hope, and Hype September 8, 2020 Dan Schum
- Financially Free Podcast June 9, 2020 Dan Schum
- 5 Years April 29, 2020 Dan Schum
OTC Adventures
- Takeaways from P10 Holdings’ Quarterly Report – PIOE August 25, 2020 otcadventures
- A Thank You and our Quarterly Letter July 28, 2020 otcadventures
- The Future of OTC Adventures July 9, 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
- WSJ: "SEC Bolsters Safeguards Against Penny-Stock Fraud" September 18, 2020 Oddball Stocks Newsletter
- State Farm to Acquire GAINSCO ($GANS) September 17, 2020 Oddball Stocks Newsletter
- Nate Tobik on Investor Summit Virtual Happy Hour Discussion August 31, 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
- Special situations corner: examining the SPAC warrant arb opportunity September 18, 2020 puppyeh
- Catching up on Shinoken, and some position house-keeping September 13, 2020 puppyeh
- Betterware update: sharpening the numbers and gaining more conviction September 7, 2020 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
- 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
SA-Safety in Value
- Dream Unlimited - A Real Estate Company With Asset Management Upside September 21, 2020
- E-L Financial Trades At 46% Of Book Value With Potential Catalysts September 15, 2020
- Buy U.S. Global Investors Instead Of The JETS ETF They Manage August 31, 2020
Shadow Stock
- Mohawk Grp (MWK) - The Renaissance Technologies of CPG E-commerce April 17, 2020 ShadowStock
Shareholders Unite
- Digital Turbine Is Killing It September 21, 2020 admin
- Intevac Can Be Profitable This Year September 21, 2020 admin
- Avid Turnaround Has Considerably Further To Run September 20, 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
- Grenke fOllow up: Recap & Fundamentals (and why Grenke is actually a stealth insurance broker) September 21, 2020 memyselfandi007
- Some Links September 20, 2020 memyselfandi007
- Grenke – Quick take oN the first statement from W. GRenke September 17, 2020 memyselfandi007
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
- Should Buffett Be Worried About GEICO? September 20, 2020 William Douthat
- Jobless Claims Need To Fall Before This Happens September 18, 2020 UPFINA
- Can The Fed Be Any More Dovish? September 17, 2020 UPFINA