Value Investing News

Wilmot Harkey's hedge fund firm Nantahala Capital filed an amended 13G with the SEC regarding shares of Motorcar Parts of America (MPAA).  Per the filing, Nantahal has revealed a 9.45% ownership stake in MPAA with 1,366,613 shares.

This marks around a 12% increase in their position size...

Timeless investing wisdom from great hedge fund managers [The Art of Value Investing]

Oakmark's Bill Nygren on Google (GOOG) [Reformed Broker]

Are higher mortgage rates bad for the economy? [ValuePlays]

Overcoming your negativity bias [Dealbook]

James Montier: doing nothing not a bad...

Should anything ever happen to me, readers of this blog wouldn't miss a beat in terms of Stock Ideas. All you would have to do is follow Whopper Investments, who independently writes about many of...

Texas (June 19, 2013) Wax Ink has issued a Positive Investment Interest rating for Basic Energy Services, Inc. (NYSE: BAS) based on...

"Thank you for coming here young man.." - Joseph Schlig

"It's not an us verses them…you treat shareholders like barnacles on a ship waiting to be scraped off.." - Nate Tobik

"..I think part of the problem is you've lived under a rock for the past 20 years.." - Jeff

"I'm actually...

I am biased on AIG.  It was never as good as proponents of its past have said.  But it was not as bad as current detractors allege. AIG went through several eras, some of which are barely covered by this book.  There was the secular growth era, which existed from the beginning until the late [...]

Adam Weiss and James Crichton's hedge fund firm Scout Capital has filed a 13D with the SEC regarding shares of Tim Hortons (THI).  Per the filing, Scout has revealed a 5.5% ownership stake in with 8.4 million shares.

This marks a 271% increase in their position size since the end of the...

Dan Loeb's hedge fund firm Third Point has been pushing for a partial spin-off of Sony's (SNE) entertainment division.  Loeb initially hand-delivered a letter to Sony's management team, outlining his plan for the company.

Loeb has since increased his position in Sony to around 7% of the...

It's been announced that ValueAct Capital's Jeff Ubben and Marcato Capital Management's Mick McGuire will both be speaking at the Value Investing Congress in New York City on September 16th.  These are two highly successful activist investors and they'll be presenting their latest investment...

Four simple and effective tips to apply when reading the annual report. Become a better investor and a financial detective.
This post was first published at old school value.

You can read the original blog post here 4 Things to Look at when Reading the Annual Report.

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As most of you are aware, Reorg Research was announced a little over three months ago. I have been extremely grateful for the blog's readership that has allowed us to tailor and grow a product that is meeting the needs of the buy side and sell side community in both making their lives easier in...

There are certainly many ways to categorize the different styles of investing in dividend stocks, including yield, risk, growth, etc. An investment strategy based on any of these could be successful, if implemented within the framework well-crafted plan. Over the years, I have found that most dividend investing styles fall into one of the three major categories listed below...

After comparing Lorillard and Vector Group a few weeks ago, the grand-daddy of all tobacco companies, Altria, appeared in MFI. How does Altria compare, and does it look like an attractive investment at present?

When a country's GDP stops growing or starts glowing more slowly, the focus is generally placed on macroeconomic policy and fiscal spending. But it's not blind GDP growth that leads to our wealth....

Texas (June 18, 2013) Wax Ink has issued a No Investment Interest rating for Koninklijke Philips N.V. (NYSE: PHG) based on...