Value Investing News | Investor powered stock market news

Value Investing News is a community driven value investing news site. You can submit links to news items, rate stories, and leave comments.

A Roadmap To Build Wealth With Dividend Stocks

Rating: 
Average: 5 (1 vote)

Most people aren't very good at investing. I suspect over their lifetimes, most investors will end up losing money in the stock market. So why do they keep coming back, and is there anything that can be done to turn the losses into gains?

The formula for success in the market is relatively simple. Buy low, sell high. So why do so many people do so poorly? It seems they are doing the exact opposite of what they should be doing...

Charlie Munger: An Idiot Could Diversify A Portfolio!

Rating: 
No votes yet
  • Warren always says that if you lived in a growing town and you owned stock in three of the best enterprises in the town, isn’t that diversified enough?
  • It’s perfectly possible to buy only one thing because the opportunity is so great and it’s such a cinch.
  • When they sold the soap company she had a mansion in the best neighborhood and three hundred thousand dollars.

Here’s Why Fixed Indexed Annuities Should Be Considered As An Alternative To Bonds

Rating: 
No votes yet
  • We’ve got a portfolio that can’t lose money.” Everybody goes, “Yeah, well, insurance companies can go broke.” That’s true, but it’s an interesting thing about the insurance industry is that every single state has an insurance guaranty fund.
  • Every time we get return numbers back, I’d kind of sit there and view it like this, like looking through, waiting for the other shoe to drop, even though we … Again, I’m a finance guy, so I was just as jaundiced and negative about these products as probably a lot of people listening to this are.

(Ep.1) Acquirers Active: $IRTC Short, Kerrisdale’s Short Thesis On Irhythm Technologies

Rating: 
No votes yet
  • Sahm Adrangi: That over time, to the extent that a device such as iRhythm Zio Patch, gets widespread support.
  • Sahm Adrangi: This is also a business that’s just not profitable right now.
  • Tobias Carlisle: Thanks very much, David Cohen and Sahm Adrangi of Kerrisdale Capital on iRhythm and the ticker’s I-R-T-C.

Why Most People Will Never Be Good at Investing

Rating: 
No votes yet
  • …because most people in the stock market, most of the time, don’t do investing , which is…
  • Watch your character; for it becomes your destiny.
  • As your deed, is so is your destiny.

Paging all HAUP Shareholders...

Rating: 
No votes yet
  • We've sent the company multiple financial statement demand letters.
  • A number of people contacted me about HAUP and some of us formed a shareholder group in the fall of 2018.
  • -----------------------------------------------------------------------------------------Appendix: Our group letter to HAUP-----------------------------------------------------------------------------------------

Warren Buffett: Investing Is Much Like Reporting – Writing The Right Story

Rating: 
No votes yet
  • Here’s a great excerpt from an interview that Warren Buffett did with BizNews in 2017 in which he illustrates how investing is much like reporting.
  • I said, “That’s what I’d do, I assign myself the right story and it’s nothing more than that”.

7 Stocks Building Wealth Through Higher Dividends

Rating: 
Average: 5 (1 vote)

Some traditionalist would say your home is your greatest wealth building asset. I would argue it is not. Others would say your income is your greatest wealth building asset. Thought there is a lot of truth to the statement, it is still not your greatest wealth building asset. So, what is your greatest wealth building asset? Everyone is born with it. Few realize its importance until they lose most of it. The asset is so priceless it can’t be bought. Your most valuable wealth building asset is time.

Mastering The Market Cycle by Howard Marks: Review & Quotes

Rating: 
Average: 5 (1 vote)

Marks tells us how, why, and when we can improve our odds of success through mastering the market cycle. How to position ones portfolio given the possible outcomes is the heart of this book.

Cisco Systems, Inc. (CSCO) Dividend Stock Analysis

Rating: 
Average: 5 (1 vote)

Linked here is a detailed quantitative analysis of Cisco Systems, Inc. (CSCO). Below are some highlights from the above linked analysis:

Company Description: Cisco Systems, Inc. offers a complete line of routers and switching products that connect and manage communications among local and wide area computer networks employing a variety of protocols...

High-Yield Managed Distribution Policy Funds

Rating: 
4
Average: 4 (2 votes)

Exchange traded funds (ETFs) and closed-end funds (CEFs) are composed of many different individual securities. This usually results in uneven dividend distributions. Some funds have tried to address this with a managed distribution policy. In short, a managed distribution policy is management's commitment to make a fixed periodic dividend payment...

Genworth MI Q2-2019 – surprisingly good quarter

Rating: 
No votes yet
  • Genworth MI (TSX: MIC) yesterday announced their quarterly results .
  • For Genworth MI, the good news has gotten even better.
  • I thought this would be a story of ‘steady as she goes’, but things are surprisingly good.

Idea generation: Q2 2019 Investment letters

Rating: 
5
Average: 5 (1 vote)
  • Here is the list what I found interesting and why.
  • Selected ideas from Q2 letters:
  • BMW is on my to do list for some time but very difficult to assess with everything that is going on in the automobile space.

The Best Returns Can Be Found In Small Illiquid Value Stocks

Rating: 
No votes yet
  • During his recent interview with Tobias, Tim Melvin, who is a 31 year veteran of the financial services industry, discusses how the best returns can be found in small illiquid stocks.
  • Tobias Carlisle: You’ve got some research on illiquid stocks.
  • You had large liquid growth, you had small illiquid growth, large liquid value, and small illiquid value.

Charlie Munger: The Two Markets That Are Most Inefficient

Rating: 
No votes yet
  • During the meeting Charlie Munger provides some great insights on the growing popularity of value investing, efficient markets, and the two markets that are most inefficient:
  • Two markets are inefficient: very small ones (which are not much use to Berkshire, with its $120 billion), and ones where crazy people are doing crazy things, especially if they’re selling.
  • From time to time, the big markets have some crazily mispriced securities in them.

Pages

Subscribe to Value Investing News RSS