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The Myth About Net-Nets

By GeoffGannon on Thu, 2011-06-02 17:38
(via www.gurufocus.com)

This article argues that buying net-nets isn't about buying stocks based on their liquidation value but rather about buying stocks that will eventually have mean reverting returns on capital. Net-net investing is just buying capital on the cheap.

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Investing Ideas: Where Does Geoff Get His Investing Ideas? - Screens, Blogs, and 4 Examples

By GeoffGannon on Mon, 2010-10-11 07:42
(via www.gannononinvesting.com)

Geoff Gannon talks about where he gets investing ideas. He uses 4 examples: Bancinsruance (BCIS), Birner Dental (BDMS), George Risk (RSKIA), and Solitron Devices (SODI). He says he reads blogs and runs screens.