Value Investing News

The latest report on the performance of the Fat Pitch Financials Value Portfolio hosted at Marketocracy.

The FPF Value Port outperformed the market in 2009, returning 42.44% versus just 26.47% for the S&P 500.

This is an update on the performance of the Fat Pitch Financials Portfolio. The portfolio at the end of October was beating the S&P 500 by an annualized 2% since inception in 2004.

This portfolio focused on buying wide moat companies at discount prices is starting regain some ground during the recent rally.

More ugly performance numbers for my value portfolio might help you feel better about your own investments.

I short update on the status of the Fat Pitch Financials value portfolio.

An update on the painful declines my value portfolio has seen over the past month.

The painful performance numbers for the Fat Pitch Financials Value Portfolio. These value picks did not escape the market decline.

Here's my take on the Concord Camera liquidation announcement and the potential asset value that might be left in this company.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

A review of the performance of the Fat Pitch Financials Portfolio for the first quarter of 2008.

The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.

This NCAV stock popular with deep value investors has attacked the attention of Everest Special Situation Fund, which has acquired a 5 percent stake in Concord Camera. The fund is pushing for changes. Will the asset value of this company be finally realized?

A look back at the performance of the Fat Pitch Financials Portfolio. My 12.22% return was pretty respectable given that the S&P 500 delivered less than half that. This post recaps my trades and current holdings.

Concord Camera stock may be an attractive purchase based on low P/B and net cash on books in excess of the market capitalization. An activist investor will do well in this issue