Hi Just wondering your thoughts on Seadrill? Is it too early to buy or do you think this is the bottom? I know how much you like Seadrill and now the divy is 12%?? Just wondering if you think this is over sold or going into 20’s just your opinion Thanks
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Small-Cap Rocket Alert (defunct)
Premium-priced trading service for small cap stocks, frequent “rocket stock” alerts. Newsletter is closed.
Write a review Read MoreOptions Service for rookie…which one?
Hi guys, I’m a Forex and Stock trader. I’ve started to study options (classics and weekly). I’d like to start to invest with this kind of instrument and I was thinking to subscribe to a service. There are many around and reading the unofficial reviews on internet the most doesn’t even reach the half of […]
3 Comments Read MoreValue Investing Congress Day Two
Here are the notes from the second day, I’ll continue adding them as the day goes along so you can refresh this page to see if there’s anything new. John Lewis, Osmium — compounders and engagers in small caps. “Ignore the noise, focus on priorities” (Cliff Remily, offshore subsea idea) Short selling pitfalls and short […]
Leave a comment Read MoreJohn Lewis, Osmium Partners — “Compounding and Engagement” and value creation
“Ignore the Noise — Focus on Priorities” — Cliff Remily, Northwest Priority Capital
Samsung Electronics: Unsung Hero of the Samsung Empore
Short Selling Pitfalls and Ideas from Whitney Tilson
“Education of a Value Investor” (Guy Spier, Aquamarine)
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Guy Spier just released a book today called “Education of a Value Investor” which sounds interesting — he’s a British hedge fund guy who started out trying to follow […]
3 Comments Read MoreJeffrey Smith, Starboard Value, “Using Board Dynamics to Enhance Shareholder Returns”
“The Myth of Zulia” (Citron)
Tim Eriksen, Eriksen Capital Management “Add a Little Ick to the Mix”
Xiaomi
The M-Index; the overlooked index that’s crushing the markets by Matthew Carr
Value Investing Congress Notes, Day One
The Value Investing Congress is a two-day conference featuring fairly lengthy, insightful presentations into interesting value investment ideas or bigger picture strategies from some of the most successful hedge fund managers and other value investing “thinkers”. I try to attend every year, and I’m extra delighted that the press and the large corps of bloggers […]
3 Comments Read MoreGuy Gottfried, more underfollowed gems
Opportunity India: Myth or Magic? (Amitabh Singhi)
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Singhi’s objective is to get value investors to embrace India. Large, frustratingly slow — but when it moves, it really moves. India is like an elephant. People are worried […]
Leave a comment Read MoreCarson Block, Muddy Waters — “Blue Pill Investing”
These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Most investors know Muddy Waters and Carson Block, who build his short-selling investment portfolio by pulling away the veil that covered up the many China frauds several years ago, […]
2 Comments Read MoreMarcelo Lima, Heller House — “An Owner-operator to Rally Around”
Brazil Retail and International Value from Sahm Adrangi, Kerrisdale Capital