Hi, I am a relatively new Gumshoe Irregular although I have been investing in stocks for a few years. I must say the level of informed comment on this site is a breath a fresh air. I live in the UK and use iii and h-l for my ISAs and SIPP respectively – I’m managing […]
2 Comments Read MoreSuggestions for trailing stop alert tools
September Idea of the Month: VIC Favorite
Every time I attend a big investing conference I try to pick my favorite idea from all the investments presented and share it with the Irregulars. As usual, it’s been a bit difficult to narrow down all of the ideas presented at the Value Investing Congress and choose a single one to present to you […]
7 Comments Read MoreBlood Purification companies discussion
When I purchased Stellar Biotechnologies, it was a speculative investment with a compelling story. These are the microcap stocks I like to get involved with. Holding it for the past year was a roller coaster ride, and gave me reason to question my investment. The more research I did, the more I felt confident in […]
36 Comments Read MoreReaves Utility Income Fund (UTG)–still a good idea?
Raves about UTG as a forever stock doesn’t hold water with us…have had a position since late 2011 and reinvested those great dividends and today are NET DOWN in our portfolio with a loss of ~ 1K! 32K down to 31K in round numbers. HELP us understand WHY we should stick w this thing! Thanks!
Leave a comment Read MoreValue Investing Congress — Day Two
VIC — Whitney Tilson’s Big Short
Value Investing Winners — Short LOCK, Long Ashland
These are the two presentations made by folks who entered the Value Investing Challenge, one short and one long. David Swartz is the second place winner of the Value Investing Challenge, he’s from Pacific West Land, a commercial real estate firm. His suggestion is to short LifeLock (LOCK), he has a longer report eviscerating the […]
Leave a comment Read MoreVIC — ValueAct (Jeff Ubben)
VIC — Mick McGuire (Marcato Capital)
VIC — Jeffrey Smith (Starboard Value)
Trading Concepts
VIC — Temple Honor on Taiwan
VIC — Dan Miller, Gabelli
VIC — Winklevoss Twins and Bitcoin
The Winklevoss twins came to talk to talk about Bitcoin. Which is definitely the least typical presentation I’ve seen at the Value Investing Congress — these are my notes from the talk. Bitcoin is a math-based asset created over a decentralized peer to peer network. They are hoping to convince us that Bitcoin will be […]
4 Comments Read MoreVIC — Vanshap Capital
David Shapiro and Evan Vanderveer presented for their Vanshap Capital, which is very small but has received seed funding from Markel (MKL). EGI Financial (EFH.TO, EGFHF pink sheets) is a small company in Missisauga, in property and casualty insurance in four segments — primarily non-standard auto insurance under the name Echelon General, but they also […]
4 Comments Read MoreVIC — Chris Mayer
J.P. Morgan Manipulation of gold prices
I read in several places on Saturday that two whistleblowers from JPM came forward late Friday afternoon, Sept 13, to provide evidence that JPM is manipulating the price of both gold and silver, and has been doing so for a long time, despite absolute denials. The price of gold did seem to shoot up at […]
4 Comments Read Morewhat is a 770 account?
Travis; This is being touted as a teaser for subscibing to The Palm Beach Letter. Have you researched this before or do you have any info on this item? Thanks . Carl Wright
7 Comments Read MoreValue Investing Congress — Day One
As most of you are no doubt aware right now, one of our special features for the Irregulars is that when I attend an investing conference I try to write about all of the interesting ideas I learn about for you. Lately that’s meant I’ve been at the Value Investing Congress twice a year and […]
Leave a comment Read MoreVIC — COMPOUND Capital (Kyriopolous and Altman)