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Commentary

Why Value Investing Works

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  • Value investing doesn’t always work.
  • Over time, value is roughly the way the market prices stocks, but over the short term, which sometimes can be as long as two or three years, there are periods when it doesn’t work.
  • If that approach makes sense to you, then you will have the confidence to stick with the strategy over the long-term, even when it’s not working.

Low Price To Tangible Book Value Investing: Your Ultimate Guide

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  • Expected returns for stocks selling below BV or below TBV look impressive, but there’s something even better than either metric: net nets.
  • Academic research shows that buying a group of net nets massively outperforms other investing strategies, including low price to BV and low price to TBV.
  • At Net Net Hunter , we study a list of around 1,000 net nets that appear each month on those markets.

Syncora Holdings: Operating Business Sold, Cash and NOL Stub

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  • Syncora Holdings (SYCRF), through its subsidiary Syncora Guarantee ("SGI"), is a provider of bond insurance that ran into a whole bunch of trouble following the financial crisis.
  • Like the other bond insurers, Syncora branched out beyond municipal insurance (to be fair, they did also suffer with Detroit and Puerto Rico) to subprime RMBS, CDOs and other toxic securitizations of the pre-crisis era.

Real Returns in a World of Negative Rates & Are US Banks on Sale or Doomed?

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  • Real Returns in a World of Negative Rates
  • What signals should equity investors be watching from the bond market?
  • Recent valuations have China Petroleum trading for less than the value of proven reserves according to Bernstein.

Discount to Value Invest New York Conference 2019

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  • $700 discount using code: marketfolly-sept19
  • Fitzpatrick, Richard Chilton, David Samra and many others - see the full speaker line-up below or on the Value Invest New York website .
  • You can also see the long-term performance of the stocks presented at the London Value Investor Conference since 2012 on the London Value Investor Conference website .If you have any questions about Value Invest New York please direct them to the organizers at newyork@valueinvest.com

Just Who Is Satoshi Nakamoto?

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  • Tyrone Ross: I have, so I believe I follow a few of them on Twitter, and I think a lot of them are out there.
  • Tyrone Ross: So I think from the timing of it, what its purpose was, and again to be very clear, and I plan on putting this on Twitter at some point that will upset the Apple cart a little bit.
  • Tyrone Ross: Yeah, I mean people talk about the Lindy Effect and things like that, but every day this thing survives it gets stronger.

George Soros – Top 10 Holdings Q2 2019

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  • These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions.
  • As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

Of Ben Graham, Investing, and Eternity

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  • The Heilbrunn Center for Graham and Dodd Investing created a wonderful video in 2013 titled ‘Legacy of Ben Graham,’ which contains bytes from some of his students on how Graham’s teachings changed their lives.
  • Rather than being ticker watchers of our own lives, and rather than zooming in and magnifying and thus worrying about the daily volatility in our stocks, we would be better off thinking about our lives and investments as pale dots that are just specks on the canvas of eternity.

Time to Gather Cash

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  • Cash is key to being a Fat Pitch investor.
  • You need cash on hand when the markets go manic and

Paulson & Co Files 13D on Callon Petroleum, Opposes Carizzo Oil Acquisition

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  • John Paulson 's hedge fund firm Paulson & Co has filed a 13D with the SEC regarding shares of Callon Petroleum (CPE).
  • They go on to list other reasons as well.
  • Paulson & Co's Letter to Callon Petroleum

Elliott Management Goes Activist on AT&T

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  • Paul Singer 's hedge fund firm Elliott Management has gone activist on AT&T (T), sending a letter to the board to outline what they feel is a 'compelling value-creation opportunity.

Farallon Capital Shows DermTech Stake

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  • Per the filing, Farallon now owns 9.8% of DermTech as of August 29th with exposure to over 1.23 million shares.
  • Their stake is comprised of 615,385 shares and they also hold "Series A Preferred Shares (as defined in the Preliminary Note) convertible into an aggregate of 615,385 shares."
  • Per Yahoo Finance, DermTech is "a molecular genomics company, develops and markets novel non-invasive diagnostic tests to diagnosis skin cancer and related conditions in the United States.

Tiger Global Still Buying Sunrun Shares

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  • Chase Coleman 's hedge fund firm Tiger Global has filed yet another Form 4 with the SEC indicating their activity in Sunrun (RUN) shares.
  • As we've detailed previously, Tiger Global has been out buying RUN shares and they've continued to do so into September.The latest filing indicates they were out buying 654,011 shares in total across September 4th through 6th with the bulk at weighted average prices of $15.247 and $15.501.
  • After these recent buys, Tiger Global now owns over 25.2 million shares of Sunrun.

Baupost Group Increases Translate Bio Stake

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  • Per the filing, Baupost now owns 24.06% of the company with over 12.27 million shares as of August 31st.
  • The company is developing MRT5005, which is in Phase I/II clinical trial for the treatment of cystic fibrosis; and MRT5201 to treat ornithine transcarbamylase deficiency.
  • It has a collaboration and license agreement with Sanofi Pasteur Inc. to develop mRNA vaccines for up to five infectious disease pathogens.

8 Dividend Stocks For A Rainy Day

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A pessimist might say life is a series of bad things happening... then we die. I certainty wouldn't go that far, but life often deals us unfortunate circumstances to work through at what seems to be the most inopportune times. During this most recent economic downturn, many people lost their jobs at a time when companies weren't hiring. When things like this happen, those with an alternative income, including dividend growth stocks, are in a better position to deal with the circumstances thrust on them.

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