canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: March 2013
http://canteatvalueinvesting.blogspot.com/2013_03_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Friday, 29 March 2013. Where do I get my investment ideas from? Or if any international readers have any tips for how best to screen data in their markets) It also doesn't help that my broker, TD Waterhouse, offer horrific FX rates for converting to international currencies! Anyway, rant over. So what about the other methods I use? Bulletin boards are handy t...
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: July 2013
http://canteatvalueinvesting.blogspot.com/2013_07_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Saturday, 27 July 2013. Half year review - Part 2. Continuing on from my last post here. Technically since last time I have one to add to the 'Closed positions' list as I've sold out of MGNS, so I'll start with that. MGNS - Morgan Sindall. Open Positions - Contributors. ALLG - All Leisure Group. Basically sums up the recent troubles - with ship technical prob...
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: February 2014
http://canteatvalueinvesting.blogspot.com/2014_02_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Friday, 14 February 2014. I must admit I'm not really much of a pure Graham and Dodd guy. I've always thought that not considering the quality aspects of a business and looking purely for the cheapest valuation metrics is a bit like buying a car with a clapped out engine, no doors and only one wheel because "my god it's so cheap compared to book value! Althou...
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: April 2014
http://canteatvalueinvesting.blogspot.com/2014_04_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Monday, 14 April 2014. SPSY - A Money Laundering Opportunity. First though, I recommend taking a look at this video:. Https:/ www.dropbox.com/s/wzrqjfmzoj435td/Spectra%20systems%20-%20SPSY.pptx. Subscribe to: Posts (Atom). Follow this blog via email. SPSY - A Money Laundering Opportunity. Why you're undervaluing good capital allocation. 2013 - Year in review.
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: August 2013
http://canteatvalueinvesting.blogspot.com/2013_08_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Friday, 9 August 2013. Half year review - Part 3. LCG - London Capital Group. I did my main write up on LCG here. The two big bits of news since then for LCG have been the trading update. And the change (again! So knows the business well. PVCS - PV Crystalox Solar. TNI - Trinity Mirror. Trinity Mirror recently released their latest results. People also seem q...
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: December 2013
http://canteatvalueinvesting.blogspot.com/2013_12_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Tuesday, 31 December 2013. 2013 - Year in review. My IRR: 50.45%. FTSE All Share IRR: 14.22%. FTSE Small Cap IRR: 40.00%. My IRR: 44.88%. FTSE All Share IRR: 9.48%. FTSE Small Cap IRR: 29.06%. You know the temperature of the market is starting to get quite hot. I hope you've had a good year investing, here's to many more in the future! Sunday, 22 December 2013.
canteatvalueinvesting.blogspot.com
CantEatValue's Investing Blog: April 2013
http://canteatvalueinvesting.blogspot.com/2013_04_01_archive.html
I'm a private investor predominately in UK micro caps and anything else I can value. Tweets at @canteatvalue, email: canteatvalue at gmail dot com. Friday, 12 April 2013. Next - The king of share buybacks. Their latest financial report. Is a brilliant read and it's refreshing to have a company explain what they've done and what they intend to do so clearly without the usual waffle and management speak that's so common. In places they are brutally honest, even to the point where it's slightly comical!
shadowstock.blogspot.com
ShadowStock ... Deep Value, Contrarian Investing: Good Things Happen To Small Cheap Stocks
http://shadowstock.blogspot.com/p/dashboard-1.html
ShadowStock . Deep Value, Contrarian Investing. There Are No Bad Assets Just Bad Prices": Exploiting Market Anomalies with Overlooked Underappreciated Ignored Data. Micro Cap Value with Insider Buying: 08/30/16. Value Investing Self Service 07/06/16. Good Things Happen To Small Cheap Stocks. Good Things Happen To Small Cheap Stocks. Click for quotes on all stocks below. Market Cap Less than 100M,. Short % of Float Less than 5%. Subscribe to: Posts (Atom). Investing – 24/7 Wall St. It’s going to be ...
shadowstock.blogspot.com
ShadowStock ... Deep Value, Contrarian Investing: Balance Sheets Matter
http://shadowstock.blogspot.com/2015/08/balance-sheets-matter.html
ShadowStock . Deep Value, Contrarian Investing. There Are No Bad Assets Just Bad Prices": Exploiting Market Anomalies with Overlooked Underappreciated Ignored Data. Micro Cap Value with Insider Buying: 08/30/16. Value Investing Self Service 07/06/16. Good Things Happen To Small Cheap Stocks. Thursday, August 6. An interesting post on alphaarchitect.com,. 8220; Value Investing Research: O-Score and Distress Risk. By Griffin and Lemmon (2002 Journal of Finance). This large return differential cannot be exp...
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