Another Small Add
Just a note to confirm that my limit order to add a few more Berkshire Hathaway shares to my portfolio was triggered while I was on vacation — so I now own a few more shares, bought at about $111. I...
View ArticleShould you “Lift Your Restrictions” for Super Penny Stocks?
I like little stocks. I like small caps, I like to dabble in microcap stocks from time to time, and it’s definitely more fun to sniffle around the edges of the market and research stocks you’ve never...
View ArticleChris Mayer’s next “Chaffee Royalty” Investments
We first heard the “Chaffee Royalty” pitched a little more than five years ago, back when Chris Mayer was touting the “next Franco-Nevada” with a pitch about passive mining royalties — and, as you’ve...
View ArticleThose other two “Chaffee Royalties” from Chris Mayer
We spent a fair amount of time talking about Chris Mayer’s favorite royalty stock yesterday — the main stock pitched in the newly reborn “Chaffee Royalty” teaser ad that’s been circulating lately. You...
View ArticleCatching up on CVD Equipment, the Sandstorms, and some other Favorites
I have a few companies that I’ve been meaning to update my thoughts on of late, so that’s going to be the majority of today’s Friday File — there’s real news from a few, an active and vociferous debate...
View ArticleHilary Kramer’s “New King of the Post-PC Era”
Hilary Kramer’s purview is continuing to grow over at Investorplace Media — Louis Navellier has been a little quiet on the marketing front, Robert Hsu is long gone, but I’ve been seeing a lot of Hilary...
View ArticleWhat is “Passive Income Trader?”
No big stock “reveal” today, but perhaps our blatheration will be of some interest anyway. We’ve had a number of readers write in asking about a heavily promoted trading service called Passive Income...
View ArticleUpdate: Casey’s “Lawyers canceled our trip to a secret oil drilling site”
I originally wrote an article about this Casey Energy Report tease following the first wave of teasers from the Casey folks, on August 20 — since then, they added some more detail to the teaser pitch...
View ArticleWhat’s Zach Scheidt’s “New Buried Treasure” from the “Ten Hills Technique?”
Well, turns out it’s the same as the old “Ten Hills Technique.” Too obscure a reference? It’s OK, not everyone has to remember the rivers of investment teasers that flow through the Thinkolator here at...
View ArticleValue Investing Congress Looms
Hi folks! I’m traveling to the Value Investing Congress in New York, and, as I have for the past couple of years, I’ll be reporting my thoughts and notes on that Congress and the investing ideas I hear...
View ArticleVIC — Guy Gottfried
Guy Gottfried has a nice, albeit short, record of choosing excellent little Canadian value stocks that have risen in value pretty substantially over the year or so following his presentation. Of...
View ArticleVIC — 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...
View ArticleVIC — 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...
View ArticleVIC — Dan Miller, Gabelli
Dan Miller works for GAMCO investors and the Gabelli funds, he manages 35 industry analysts. His talk is called “Investing with Conviction”, and he’s working with the Gabelli concept of “private market...
View ArticleVIC — Temple Honor on Taiwan
Carl Chen presented about Taiwan and China, presenting a Taiwanese stock and a Chinese stock. They think that China is still on the ascendancy, and that it has become too fashionable to talk about the...
View ArticleVIC — Jeffrey Smith (Starboard Value)
Starboard Value is a company that looks for activist investment opportunities where there’s a clear path to potential success. Either they’re successful in working with management, or they try to go...
View ArticleVIC — Mick McGuire (Marcato Capital)
Mick Mcguire’s title is “Don’t buy this Recovery,” but he started out by profiling a company that is a pure play on North American construction — but it’s commercial and industrial construction, not...
View ArticleVIC — ValueAct (Jeff Ubben)
Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage...
View ArticleValue 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...
View ArticleVIC — Whitney Tilson’s Big Short
Whitney Tilson sold his presentation big this year, saying he had put together a Einhorn-esque slide deck of 120 pages with a short argument about K12 (LRN). On shorts in general, he said he has done...
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