Value Investing News

This article appeared in our March newsletter. To receive articles like this sooner you can sign up here. Who’s afraid of the Big, Bad national debt? Lots of people it seems. And, in case you haven’t noticed, everyone from politicians to investors to think tanks to the media thinks we’re bankrupt....

Disclosure: You should do your own research and due diligence before making any investment decision with respect to any of the securities mentioned herein. As of the publication date one or more of the following: Strubel Investment Management, our clients, our employees, and/or funds we advise are...

The headline unemployment rate keeps going down and most mainstream media outlets are starting to trumpet an improved outlook for the economy. They are wrong. The following shows the employment ratio or the percent of civilians working. It cratered to around 58.5% during the official recession and...

Numerous quotes, commentaries, presentations, and letters by some great investors, such as Whitney Tilson, Howard Marks, and Arnold van den Berg, discuss the deficit, national debt, and the “unfunded entitlement” problems that are supposedly facing our economy. These great investors, who have been...

This article was first published in our exclusive free newsletter. Sign-up here to receive our articles and analysis faster.   The Federal Government is broke. They depend on borrowing from China and other investors to pay their bills. At least that is what we are constantly told. Both parties...

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By Ben Strubel of Strubel Investment Management   A review of Zynga’s recent IPO certainly shows it has better investment merits, including actually earning a profit on a GAAP basis, than Groupon and LinkedIn, but there are still some reasons to worry.   Let’s start off with the general...

In June 2011 we profiled InterDigital in our monthly newsletter to client (you can subscribe for free here). InterDigital (IDCC) is a company that develops wireless technology for mobile devices, networks, and services. The company is relatively unique in that it is a “non-practicing entity” or NPE...

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By Ben Strubel of Strubel Investment Management   In early May I wrote an article for our monthly newsletter (you can subscribe for free here) about why we don’t own commodities. In that article I said that while I thought the investment thesis of increased global demand for commodities was...

A week ago, after Microsoft’s acquisition of Skype was announced, my friend Jacob Wolinsky wrote an article about why he sold Microsoft. Since we still hold Microsoft in our capital appreciation portfolio, I thought I would write about why we still own it. First, let me be clear. Jacob and I agree...

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With all the buzz surrounding Groupon’s IPO I decided to take a quick look at its S-1 Filing. Two things stuck out to me. First it seems Groupon’s management could care less about shareholders and profit. Second, it’s a good thing Groupon’s management doesn’t care about making money because it...

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LinkedIn (LNKD) went public and began trading on May 19th. The stock almost doubled in its first day trading with a valuation reaching almost $10B. But it’s not just retail investors willing to pay sky high prices. On May 11, Microsoft announced it intended to acquire Skype for $8.5B. Individual...

This article appears in our monthly client newsletter. You can subscribe to the newsletter here.   “An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” – Benjamin...

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H&R Block (HRB) is the largest tax preparer in the United States and prepares roughly one out of every seven tax returns filed. The company was founded in 1955 and has prepared 550 million tax returns since then. The company also offers consulting and accounting services through a small...

By Ben Strubel of Strubel Investment Management
Opinion on Exelon is mixed. On one hand are the bulls who point to Exelon’s world-class nuclear plant fleet, best in class efficiency, and shareholder friendly management, and they believe EXC is currently undervalued. On the other hand are the bears...

I have been watching the saga surrounding Reverse Takeover (RTO) Chinese Small Cap companies with morbid fascination. Although we had and have no financial stake in any of the companies in our portfolios (our primary custodian, FOLIOfn, does not allow short selling and we certainly weren’t going...