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Archive for October, 2009

Can relative price-to-asset values be used to determine which countries are likely to provide the best investment returns?

Posted in About, Stocks, Value Investment, tagged , , on October 5, 2009 | 3 Comments »

In an August post, Applying value principles at a country level, we discussed The growth illusion, an article appearing in a Buttonwood’s notebook column of The Economist. In that article, Buttonwood argued that valuation, rather than economic growth, determined investment returns at a country or market level. Buttonwood highlighted research undertaken by Elroy Dimson, Paul [...]

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Grahamites, meet Ludwig von Mises

Posted in About, Greenbackd, Stocks, Value Investment, tagged , on October 2, 2009 | 4 Comments »

Dr. Chris Leithner has prepared a paper for the von Mises Institute, Ludwig von Mises, Meet Benjamin Graham: Value Investing from an Austrian Point of View, in which he argues that Grahamite value investors and economists from the Austrian School hold “compatible views about a range of fundamental economic and financial phenomena” and Austrian economics [...]

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A classic contrarian indicator re-emerges: The BusinessWeek cover

Posted in About, Greenbackd, Stocks, tagged on October 2, 2009 | 3 Comments »

BusinessWeek aims to keep its impeccable market forecasting record intact (via BusinessInsider): This is the seventh sign of the apocalypse. Disclosure: Long tinned food and shot-gun shells.

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Aspen Exploration Corporation (OTC:ASPN)

Posted in Activist Investors, Aspen Exploration Corporation (OTC:ASPN), Stocks, Tymothi O. Tombar, tagged , , , , on October 1, 2009 | 3 Comments »

We’re adding Aspen Exploration Corporation (OTC:ASPN) to the Greenbackd Portfolio for the reasons identified by MCN1 in his September 3 guest post. ASPN closed yesterday at $0.985, giving it a market capitalization of just $7.2M. We estimate the liquidation value to be around 20% higher at $8.5M or $1.17 per share. Again, not a huge [...]

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