BlogRoll
The Acquirer’s Multiple
- Bill Nygren: Value Outperforms Growth Two Consecutive Quarters April 9, 2021 Johnny Hopkins
- Stock In Focus – TAM Stock Screener – Meritage Homes Corp (NYSE: MTH) April 9, 2021 Johnny Hopkins
- Adaptive Radiation April 9, 2021 Johnny Hopkins
Adventures in Capitalism
- KEDM Is Hiring!!! April 8, 2021 Kuppy
- All Good Things Must End… April 7, 2021 Kuppy
- Ponzis Go Boom!!! March 29, 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
- ADF Group Update April 9, 2021
- Karsan Value Funds: 2021 Q1 Results April 5, 2021
- Galapagos March 30, 2021
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
- Updates: MMAC, PFX, LUB & Others April 3, 2021 MDC
- INDUS Realty Trust: GPT 2.0 March 4, 2021 MDC
- Technip Energies: FTI Spinoff, Forced Selling, Asset-Lite Business February 24, 2021 MDC
Classic Value Investors
- Tanker Investor in 2020 vs 2021 April 4, 2021 Mariusz Skonieczny
- Asking Dave Portnoy for an Interview April 4, 2021 Mariusz Skonieczny
- God Give me Patience but Hurry Up 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
- My first podcast April 9, 2021 rjmahan
- Tharisa – ridiculously cheap, High Rhodium Price means a likely PE well under 4 March 21, 2021 rjmahan
- Blast from the Past – Renn Universal Growth – Finally Money Returned February 6, 2021 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
- 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
- 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
- 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
- PGNT for You and Me April 9, 2021 Dan Schum
- In the Market Trenches Podcast March 11, 2021 Dan Schum
- DYSL's De-List is Working February 9, 2021 Dan Schum
OTC Adventures
- 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
- Fondul Proprietatea S.A. – FP:London October 13, 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
- New Order in LICOA Shareholders' Lawsuit April 8, 2021 Oddball Stocks Newsletter
- Interested in trying the Oddball Stocks Newsletter? April 6, 2021 Oddball Stocks Newsletter
- Scheid Family Wines Announces Sale of Three Vineyard Properties ($SVIN) April 5, 2021 Oddball Stocks Newsletter
Raper Capital
- A Golden Age of Event-Driven Investing? (pt 1) April 11, 2021 puppyeh
- Think Childcare post-mortem; and a small, juicy follow-up trade April 6, 2021 puppyeh
- Update on reopening name #1 April 3, 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
- Will Netflix Stock Split: What You Need To Know April 5, 2021
- Metamaterial-Torchlight Merger: Rare Arbitrage Trade At Hand March 21, 2021
- 3 Reasons To Watch Exxon Stock In 2021 March 18, 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
- Some links April 11, 2021 memyselfandi007
- Performance review Q1 2021 – Comment: “Age and Investing skills” April 9, 2021 memyselfandi007
- Some links April 4, 2021 memyselfandi007
Value Investing Blog
- Kino Polska TV February 11, 2021 NeverLoseMoney
- Bamboos Health Care Holdings January 22, 2021 NeverLoseMoney
- Delko SA December 30, 2020 NeverLoseMoney
Vintage Value Investing
- Changes April 5, 2021 Dillon (Mr. Vintage Value Investing)
- How to Value Dividends Stocks (The Smart Way) March 21, 2021 Dillon (Mr. Vintage Value Investing)
- The Dangers of Relying on P/E Ratios March 15, 2021 Dillon (Mr. Vintage Value Investing)