Value Investing News

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.

Investment ideas from the 5th annual Value Investing Congress in New York. Includes stock ideas from Bill Ackman, Whitney Tilson, Alexander Roepers, Julian Robertson, David Einhorn, David Nierenberg, and more.

Notes on the 5th annual Value Investing Congress Day 2: Part 1.

Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.

Weekly roundup of stocks moving in and out of the Magic Formula Investing screen.

The top guy makes almost $1.2 million a year, yet can't afford $6K for a home alarm system. The company paid one executive more than $18K to relocate at the same time it was laying off rank and file employees and one vice-president's compensation included $65 for use of the company aircraft.

T2 Partners' Q1 portfolio has been filed. New or increased positions include WFC, GE, GGP, MSFT, COST, LH, SCC, CMG, AAPL, YHOO, AB, DPZ, ALD, MBI, etc.

 These are the results of a stock screen that looks for companies that produce consistent free cash flows over the past seven years and are trading at low prices relative to their normalized earnings. The goal here is to find cheap stocks in companies that are easier to value.