Value Investing News

Reading (RDI) has enjoyed quite a run since the beginning of the year, with its stock going from the lower $4 range to the mid $5s. Much of this move has been fueled by a huge bull run in the entire cinema segment, as the box office is up almost 20% year over year and [...]
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Whenever a merger I’m interested in is announced, the first thing I do with the solicitation is go straight to the “background” section. I find reading the history and motivations behind the merger always makes for fascinating reading. So when the merger for GTSI came out, I...

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Ok, I know I promised yesterday that I would try to stop making this the “all CAGAQ” blog. But a reader sent me an updated waterfall including the most recent balance sheet / income statement (through the end of march), and I thought it might be nice to show how someone else was valuing...

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I really enjoy the blind stock valuation challange run by Gannon, and I always regretted not participating in the first. Unfortunately for all of you, I’m giving you the best solution right here. Don’t bother trying; this is the winning answer. The solution? Don’t be impressed by...

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First, sorry for the lack of ideas lately. Work continues to get in the way of my goal of posting one intriguing idea a day, but the good news is I have several good posts “in the hopper;” I’m just waiting for Mr. Market to cooperate and fill my order! Anyway, to stop this blog...

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Following my early post on CAGAQ arbitrage opportunity, I got several emails / comments asking how I got to $4 per share as recovery value. I went through the math in more detail and came up w/ a minimum of $3.80 in value: here’s my updated math (if anyone comes up with some thing else...

I mentioned Cagle’s (CAGAQ) a few weeks ago as a potentially interesting bankruptcy situation. Last Thursday, the company announced the winning bid, which came in substantially above the “stalking horse” bid. The share price has shot up in response (from ~$2.00 when I discussed it...

Basically none of today’s post is going to come from me. Instead, I’m going to post the contents of two emails from my friend Theodore (who runs the excellent, if infrequently updated, http://theodortonca.com/). The first are some (excellent) thought’s on yesterday’s post...

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This is by no means new, but the question is constantly asked “What would Warren Buffett buy today?” Would he focus on franchises? Big stocks? Small stocks?  Well, neatvalue had a chance to actually ask him that question, and the answer should come as no surprise (follow the link to see...

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I’ve mentioned AEY several times, and they remain one of my largest positions.  My core thesis remains- the company has a long history of operating profits, and until the financial crisis, they also had a history of earning ROIC which could be characterized somewhere between solid and...

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I personally think the best site for discovering net-nets and undiscovered pink-sheet / micro-cap stocks (aside from this one, of course!) is oddball stocks. The site has been the source for many of my ideas, including some of my recent string of Japanese stocks. He recently posted a new list of...

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Look at that: I mention Michael Burry’s former investment in GTSI, and some crazy company comes along and decides to buy the whole thing! Obviously, the premium (almost 50%) is nice, and I’m quite happy with the return on my investment. However, I can’t help but wonder if the...

Several of you got a kick from my recent post on Solitron (SODI), which apparently was the high flyer of the late 60s / early 70s. With that in mind, I thought some of you would enjoy reading about a famous value investor who was once in one of my current net-nets, GTSI (here’s my...

The first deep value pink sheet I invested in was Meritage Hospitality (MHGU). I did a very, very detailed write up on it last April which ultimately won second in the gurufocus value idea contest. However, given it’s been almost a year since I researched them in detail (outside of this brief...

This is going to be a rather quick post, as I’m unfamiliar with the accounting and, due mainly to trading fees on foreign companies plus capital in other ideas, I’m not going to be investing. However, I do think the ideas interesting, and readers looking for some international...

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