Value Investing News

This post was inspired by a comment and a tweet about my last post on Micropac.  Two readers asked why I would even consider earnings when looking at a net-net.  I look at earnings because I believe there are two types of net-nets, some that are piles of assets, others are operating...

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I forgot to mention this in my earlier post on Outdoor and why I expect a higher price to come, but there’s one more real important reason to suspect that Outdoor gets a higher offer.  Check out the table on price per sub in this write up on CRWN (another stock I’ve mentioned interest...

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Last week, I put a huge chunk of my portfolio into AUTO. The thesis was simple: the stock was trading at a slight discount to the offered takeout price, and I viewed the takeout price as much too cheap. The odds of a higher bid seemed much too high, given the takeout price was at [...]
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Texas ( Mar. 06, 2013) Wax Ink has issued a Exploratory Investment Interest rating for ABIOMED, Inc. (Nasdaq: ABMD) based on a recent baseline equity review which placed fair value...

It’s unusual for a fund to have an annual meeting, but Fundsmith is an unusual fund and it’s the only fund I own. Yesterday I joined fellow fundholders to hear what the father of share sleuths, Terry Smith, had to say about valuation, debt, China and Tesco.
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It's tough writing a blog at times.  I've written about a number of companies and I'm always striving to bring something new and fresh for readers.  Yet the reality is outside of a few fanatics (and I love you guys) most people haven't read the blog from start to finish.  So if I...

One of the stocks I’ve held the longest, and mentioned the most, is George Risk Industries (RSKIA). The story here is simple: the company has a rock solid balance sheet, is a well above average business, and has consistently sold at a discount to what any reasonable person would pay for the...

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Emerson Electric Co. designs and supplies product technology, and delivers engineering services and solutions to a wide range of industrial, commercial and consumer markets around the world. Linked hefre is a detailed analysis and commentary...

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Texas ( Mar. 04, 2013) Wax Ink has issued a No Investment Interest rating for The Advisory Board Company (Nasdaq: ABCO) based on a recent baseline equity review which placed fair value...

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Texas ( Mar. 04, 2013) Wax Ink has issued a No Investment Interest rating for Atlas Air Worldwide Holdings, Inc. (Nasdaq: AAWW) based on a recent baseline equity review which placed fair value...

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I've posted about Solitron Devices (SODI) many times on this blog.  They're an undervalued electronics manufacturer located in Florida.  The company is a perennial net-net that froze investor dollars in place for years at a time.  The undervaluation is due to two factors, a...

For those of you living under a rock, Warren Buffet’s annual shareholder letter came out today. I’ve only skimmed through it so far, but I found something interesting: a recommended reading list on page 23. From memory, I don’t remember him providing that in prior letters (though...

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I mentioned a few months ago that one of my biggest mistakes from last year was missing out on Autoinfo (AUTO). I knew the company was cheap (here’s a nice little write up over at VIC), I had researched it, I even put a few really small orders in. But I never made it a [...]
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Twenty-twelve was a step backwards for Morgan Crucible. Turnover and profit were below the levels achieved in 2011, hard won after almost a decade of recovery. Thinking longer-term this recovery stock could have blossomed into a stalwart.
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Investments come in all shapes and sizes, and only a
fraction of investable items actually trade on an exchange.  I recently
came across something a lot of people claim is an investment, but I
view as more of a fascination, BitCoin, a digital
currency.  This is probably the most...