BlogRoll
The Acquirer’s Multiple
- Michael Mauboussin: How To Get Positive Expected Value On Your Side December 1, 2020 Johnny Hopkins
- Ken Fisher Answers Growth vs. Value: Which is Better? December 1, 2020 Johnny Hopkins
- One Stock Superinvestors Are Selling December 1, 2020 Johnny Hopkins
Adventures in Capitalism
- Why This Reflexive Ponzi Scheme Will Continue… November 24, 2020 Kuppy
- My Favorite Ponzi Scheme (Part II)… November 16, 2020 Kuppy
- What Happens Next…??? November 12, 2020 Kuppy
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
- PDL Biopharma: liquidation in the final innings November 12, 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
- Deaths of Despair December 1, 2020
- Jeff, Unfrozen November 20, 2020
- Waitr Holdings: Cheap, Growing, And Profitable, Unlike Its Peers November 19, 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
- NexPoint Strategic Opportunities: Exchange Offer November 19, 2020 MDC
- LGL Group: Warrant Dividend, SPAC Sponsor November 6, 2020 MDC
- Catabasis Pharmaceuticals: Selling at 50% of Cash, Reverse Merger Candidate November 6, 2020 MDC
Classic Value Investors
- Oroco Presentation November 20, 2020 Mariusz Skonieczny
- Don’t Be Afraid on Success on Oroco November 15, 2020 Mariusz Skonieczny
- Basics of Copper Porphyry Deposits for Investors October 20, 2020 Mariusz Skonieczny
CS Investing
- Is Buffett Over-Hyped? June 19, 2020 John Chew
- Understand Semantics to improve your thinking June 13, 2020 John Chew
- Constellation Software June 2, 2020 John Chew
Deep Value Investments
- Q3 2020 Review +12%, + 39% YTD September 26, 2020 rjmahan
- Q2 2020 +24% (+33% ytd), but still nervous July 27, 2020 rjmahan
- Dragon Ukranian Property – Vote No at EGM April 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
- Portfolio Turnover is the Price of Progress October 3, 2020 Ian Cassel
- Multibagger Interview with Alta Fox Capital September 17, 2020 Ian Cassel
- I Hope This Inspires You September 10, 2020 Ian Cassel
Net Net Hunter
- An error has occurred, which probably means the feed is down. Try again later.
No Name Stocks
- Avoiding the Crowd Podcast November 5, 2020 Dan Schum
- CEMI: Potential, Hope, and Hype September 8, 2020 Dan Schum
- Financially Free Podcast June 9, 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
- Just Published: Issue 32 of the Oddball Stocks Newsletter! November 30, 2020 Oddball Stocks Newsletter
- Tower Properties Announces Massive Special Dividend ($TPRP) November 25, 2020 Oddball Stocks Newsletter
- Report from Scheid Vineyards ($SVIN) Annual Meeting November 18, 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 (3): a deep value (but actionable) event situation gem in small-cap Japan November 27, 2020 puppyeh
- More earnings, more updates November 24, 2020 puppyeh
- Some more updates across the board November 18, 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
Shadow Stock
- Tandy Leather’s delisting creates an extreme value opportunity November 15, 2020 ShadowStock
Shareholders Unite
- United Microelectronics On The Rise October 16, 2020 admin
- Entegris Keeps On Growing October 8, 2020 admin
- MTBC: The Healthcare IT Roll-Up King 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
- Book review: “Lights Out: Pride, Delusion, and the Fall of General Electric” November 30, 2020 memyselfandi007
- Some Links November 29, 2020 memyselfandi007
- Travel Series: AIrBnB – “Baller IPO” or Desperate Hail Mary (including a 3.5 bn USD accounting time bomb) ? November 24, 2020 memyselfandi007
Value Investing Blog
- Philip Morris ČR November 30, 2020 NeverLoseMoney
- Multi-Chem Limited November 18, 2020 NeverLoseMoney
- York Corrugating Company (OTC:YCRG): is this reverse-split really “fair”? May 22, 2020 NeverLoseMoney
Vintage Value Investing
- Three Reasons Why Berkshire Hathaway is Still More Valuable Than Tesla November 29, 2020 Dillon (Mr. Vintage Value Investing)
- 5 Reasons Why Value Investing is Safer than Investing in Index Funds November 22, 2020 Dillon (Mr. Vintage Value Investing)
- 5 Important Rules From the World’s Most Successful Investors November 17, 2020 Dillon (Mr. Vintage Value Investing)