Notes from the Value Investing Congress

Sleuthifying a Fool pitch for the Friday File, plus some updates on companies I own and follow

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. Osmium Partners is a pretty young hedge fund, they invest in small cap companies and work actively with company management and aim for 2-4 year holding periods. John Lewis […]

Continuing our annual review with check-ins on Ligand, Invensense, Mail.ru, Rosetta Stone, and Aware, Inc.

I’m traveling today so I’ll try to keep it brief for you (“for a change,” sighs the patient reader) … this morning I had a limit buy order triggered on a stock I haven’t written a lot about for you, and there were also some quarterly reports that have made me think over the last […]

Friday File thoughts on some of our recent "Idea of the Month" picks -- what to buy now?

I have a few thoughts to share with my favorite Irregulars today for our Friday File (we also shared a new article from Doc Gumshoe earlier today if you’re interested). Today we’re looking at a few trades I’ve made this week (four buys and one sell), updating thoughts on a couple companies I’ve covered before, […]

As I typically do after attending the Value Investing Congress, I’m selecting one of my favorite ideas from the conference to share with you as our next “Idea of the Month.” The selection process was a little tough this time, because there were several picks that I found pretty compelling — a couple specialty insurance […]

Special Value Investing Congress Notes for the Irregulars

The following article covers a teaser ad that has just started to be run again by the Motley Fool. Our article was originally published on February 2, 2011 when the ad first started to run, and the ad is substantially the same but the article below has not been updated or revised so some of […]

We have a charming little tradition here at Stock Gumshoe of picking out the stinkiest stock to have been teased over the past year, and calling it our “Turkey of the Year” come Thanksgiving time. It’s not particularly fair — certainly not to turkeys everywhere, and probably not to the newsletter folks who use breathless, […]