expectingvalue.com
Judges Scientific: A Textbook on Value Creation | Expecting Value
http://expectingvalue.com/shares/judges-scientific-a-textbook-on-value-creation
Value Investing, Economics and Business. Judges Scientific: A Textbook on Value Creation. May 25, 2015. Disclosure: I have an interest in Judges Scientific shares. Judges Scientific – in your author’s humble opinion – is one of the best companies on AIM. How do we define ‘best’? Their model (detailed in their corporate presentation. The execution of a strategy like this relies on competent and honest management who are able both to accurately appraise the value of the small companies they come across and...
nonamestocks.com
NoNameStocks: July 2015
http://www.nonamestocks.com/2015_07_01_archive.html
Searching for value in the obscure. Friday, July 17, 2015. A conspiracy theory for GLGI and AB. Up front disclosure: While this post has some basis in fact, it is largely speculation. So here I am writing about GLGI again. I told myself two posts was enough because I dont want to be the blogger who constantly writes about the same thing.but I just think about GLGI too much and whats more fun on a Friday afternoon than speculating about your stocks? Saturday, July 11, 2015. IEHC FY15 10-K update. There i...
nonamestocks.com
NoNameStocks: Hemacare's transformation
http://www.nonamestocks.com/2015/08/hemacare-transformation.html
Searching for value in the obscure. Tuesday, August 11, 2015. First a few quick stats:. Recent share price of $0.30. Market cap of $3.2M. High insider ownership (33% as of last 10-K). Why did they sell off all their divisions and what are they doing now? Bioresearch. The company now describe themselves. What does that mean? The company filed the FY2011 10-k. With the SEC in Apr 2012 and immediately afterward stopped filing. They are behind though, having only filed the 2013 annual report. 2014: Added 99 ...
valueinvestingideas.com
May | 2013 | valueinvestingideas.com
http://valueinvestingideas.com/2013/05
Investment opportunities in value small-caps. Monthly Archives: May 2013. Asta Funding (ASFI) – Special Situation Micro-Cap with Strong Buyback Activity. May 1, 2013. Thesis ASFI is a special situation equity trading at 2.8x FCF and .65x TBV with hidden off-balance sheet assets generating cash flow, strong downside protection (entire market cap in mostly in cash along with marketable securities and deferred tax assets) … Continue reading →. I am a equity research analyst and small-cap investor.
valueuncovered.com
Investing Philosophy | Value Uncovered
http://www.valueuncovered.com/topics/investing-philosophy
Academic Investing Research – Charts and Graphs. Posted March 19th, 2012. Filed under Investing Philosophy. As I’m now entering the fourth module of my 1st year in business school. I’m starting to get into some of my elective classes for investment management. So far, it has been a lot of academic-focused lessons on efficient markets, betas, CAPM, and factor modelsnot exactly topics that mesh with trying to outperform the markets by picking undervalued stocks! Returns on Small vs. Big. Illiquidity can al...
valueuncovered.com
Evolution of My Value Investment Philosophy – Part 2 | Value Uncovered
http://www.valueuncovered.com/evolution-of-my-value-investment-philosophy-–-part-2
Evolution of My Value Investment Philosophy Part 2. Posted February 7th, 2011. Filed under Investing Philosophy. I detailed my entry into the value investing discipline with a focus on dividends, free cash flow generators, and CROIC. Here is the next (although likely not the final) chapter in my investment philosophy. Special Situations or Workouts. Influenced again by Fwallstreet. Along with Joel Greenblatt’s book. You Can Be A Stock Market Genius. I completed my first successful merger transaction.
valueuncovered.com
Reflections | Value Uncovered
http://www.valueuncovered.com/reflections
Posted October 22nd, 2013. Filed under Uncategorized. This will be my last post on Value Uncovered for the foreseeable future, but this decision is for a good reason. As of August 1st, I am the newest member of the investment team at Yacktman Asset Management. While the rules and regulations in the industry may not easily lend themselves to an online blog, I hope to keep the historical posts on Value Uncovered available as a sort of post-mortem on my journey as an investor. Narrowing down hundreds of pag...
valueuncovered.com
Value Links | Value Uncovered
http://www.valueuncovered.com/topics/value-links
European Investment Summit – Online Conference on Oct 9 & 10. Posted September 18th, 2012. Filed under Value Links. Having just participated in my first investment conference. This summer, they are great opportunities to hear ideas from top investment professionals. However, the cost of attending these conferences is usually prohibitive (at least for those of us who are still full-time students), even before the travel arrangements and other costs. The new European Investment Summit 2012. 8220;What the i...
pnwvalue.com
Portfolio Patriot | Pacific Northwest Value
https://pnwvalue.com/tag/portfolio-patriot
Skip to primary content. Skip to secondary content. Tag Archives: Portfolio Patriot. Don’t be a Portfolio Patriot. March 2, 2015. Scott Caufield, CFA, CPA. As the graphic from the Wall Street Journal below shows, the US stock market has been a star the past five years compared to the rest of the world. For further info on avoiding the home-country bias in your portfolio, check out Patrick O’Shaughnessy’s piece here. Or search for some of Mebane Faber’s books and posts which also do an excellent job.
pnwvalue.com
New Orders for Manufacturing Industries | Pacific Northwest Value
https://pnwvalue.com/tag/new-orders-for-manufacturing-industries
Skip to primary content. Skip to secondary content. Tag Archives: New Orders for Manufacturing Industries. Early Signs of a Recession? July 16, 2015. Scott Caufield, CFA, CPA. I’ve run across a couple of charts lately that make me a little skittish about the economy. The first is this look at the percentage change year over year in US Business sales:. Next is a look at Wholesaler sales and wholesaler inventories divided by sales:. New Orders for Manufacturing Industries. Scott Caufield, CFA, CPA. CHEAP S...
