Comments on: About liquidation value investing

By: The Kabuki narrative « Greenbackd

The Kabuki narrative « Greenbackd — Fri, 12 Feb 2010 05:15:29 +0000

[...] experience, Oppenheimer’s Ben Graham’s Net Current Asset Values: A Performance Update paper, Testing Ben Graham’s Net Current Asset Value Strategy in London, a paper from the business school of the University of Salford in the UK, and, more specifically, [...]

By: Activist investing in Japan « Greenbackd

Activist investing in Japan « Greenbackd — Thu, 11 Feb 2010 05:01:56 +0000

[...] and management’s willingness to listen. As Ben Graham noted in the 1934 edition of Security Analysis, in the US: The whole issue may be summarized in the form of a basic principle, [...]

By: Japanese liquidation value: 1932 US redux « Greenbackd

Japanese liquidation value: 1932 US redux « Greenbackd — Thu, 04 Feb 2010 05:02:24 +0000

[...] more dead than alive. The title is a nod to Benjamin Graham’s landmark 1932 Forbes article, Inflated Treasuries and Deflated Stockholders, where he discussed the large number of companies in the US then trading at a discount to [...]

By: Net Net vs Activist Legend: And the winner is… « Greenbackd

Net Net vs Activist Legend: And the winner is… « Greenbackd — Tue, 08 Dec 2009 04:05:02 +0000

[...] discount or unlock the value. My favorite stocks are those trading at a substantial discount to net current assets or liquidation value, with an activist pushing for a catalyst to unlock the value. Those opportunities, however, are [...]

By: greenbackd

greenbackd — Mon, 20 Apr 2009 07:18:31 +0000

Thanks, Dividend Growth Investor. Enjoy!

By: Dividend Growth Investor

Dividend Growth Investor — Fri, 17 Apr 2009 13:50:13 +0000

GreenbackCD,

I enjoyed this post very much. As a fan of Buffett and Graham, I found a lot of interesting links for my weekend reading!

Best Regards,

Dividend Growth Investor