In October I introduced a “monthly” net-net watch list based on the GuruFocus Benjamin Graham Net Current Asset Value Screener (subscription required). I haven’t updated it on a monthly basis, so now it’s a quarterly net-net watch list. July Net-Net Screen I was prompted to introduce the October net-net watch list because of the performance of a watch [...]
Archive for February, 2010
October Net-Net follow-up
Posted in About, Liquidation Value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Stocks, tagged Net Net on February 2, 2010 | 1 Comment »
CombiMatrix Corporation (NASDAQ:CBMX) settles
Posted in CombiMatrix Corporation (NASDAQ:CBMX), Stocks, tagged CombiMatrix Corporation (NASDAQ:CBMX) on February 1, 2010 | 1 Comment »
In August last year Wes Gray and Andy Kern supplied the first Greenbackd guest post on CombiMatrix Corporation (NASDAQ:CBMX). The thesis was as follows: There are a number of undervalued micro cap companies in this market, but not all values are created equal. Combimatrix (Symbol: CBMX) is a small biotech company that is tremendously undervalued [...]
-
Special Offer
Seeking Alpha Contributor
-
Top Posts
- Annus horribilis for fundamental value
- Mike Burry's Silicon Investor "Value Investing" thread
- HAWK liquidation values
- About
- Contact/Tips
- J Carlo Cannell and Steller's Sea Cow
- Seven things value investors used to learn at Stanford Business School
- Mike Burry's Scion Capital investor letters
- Alfred Winslow Jones's "hedge fund"
- Reviews
-
Recent Posts
Categories
- About
- Activist Investors
- Aldebran Capital
- Amtech Systems Inc (NASDAQ:ASYS)
- ARC Wireless Solutions (NASDAQ:ARCW)
- Arrhythmia Research Technology Inc (AMEX:HRT)
- Aspen Exploration Corporation (OTC:ASPN)
- Audiovox Corporation (NASDAQ:VOXX)
- Austrian Economics
- Autobytel (NASDAQ:ABTL)
- Avigen (NASDAQ:AVGN)
- Axcelis Technologies Inc (NASDAQ:ACLS)
- Barnwell Industries (AMEX:BRN)
- Baupost Group
- Behavioral economics
- Biotechnology Value Fund
- Bonds
- Borders Group (NYSE:BGP)
- Brean Murray Carret
- Breeden Capital Management
- Cadus Corporation (OTC:KDUS)
- Cannell Capital
- Carl Icahn
- Catalysts
- Chapman Capital
- Chromcraft Revington (AMEX:CRC)
- Cobra Electronics Corporation (NASDAQ:COBR)
- CombiMatrix Corporation (NASDAQ:CBMX)
- Consolidated-Tomoka Land Co (AMEX:CTO)
- Contrarian investment
- Convera Corporation (NASDAQ:CNVR)
- CoSine Communications Inc (OTC:COSN)
- CuraGen Corporation (NASDAQ:CRGN)
- Dataram Corporation (NASDAQ:DRAM)
- David Nierenberg
- DellaCamera Capital Management
- Digirad Corporation (NASDAQ:DRAD)
- Ditech Networks Inc (NASDAQ:DITC)
- Dolphin Limited Partnership
- Dr. Michael (Mike) Burry
- Electro Scientific Industries Inc (NASDAQ:ESIO)
- Eric Jackson
- Facet Biotech Corporation (NASDAQ:FACT)
- Fansteel Inc (OTC:FELI)
- Forward Industries Inc (NASDAQ:FORD)
- GAMCO
- Genaera Corporation (NASDAQ:GENR)
- Greenbackd
- Greenbackd Portfolio
- Highland Capital Management
- Highway Holdings Limited (NASDAQ:HIHO)
- Howson Tattersall
- Icagen Inc (NASDAQ:ICGN)
- Ikanos Communications Inc (NASDAQ:IKAN)
- InFocus Corporation (NASDAQ:INFS)
- Ironfire Capital
- J. Carlo Cannell
- Kona Grill Inc (NASDAQ:KONA)
- Lamassu Holdings LLC
- Lawndale Capital Management
- Leadis Technology Inc (NASDAQ:LDIS)
- Liberation Investment Group
- Liquidation
- Liquidation Value
- Lloyd I. Miller III
- MathStar Inc (OTC:MATH)
- MGM MIRAGE (NYSE:MGM)
- Mill Road Capital
- Millennium Technology Value Partners
- Mithras Capital
- MRV Communications Inc (OTC:MRVC)
- Multimedia Games Inc (NASDAQ:MGAM)
- N. Southwick Levis
- Nery Capital Partners
- Net Cash Stocks
- Net Current Asset Value
- Net Net Stocks
- Net Quick Stocks
- Net Quick Value
- Network Engines Inc (NASDAQ:NENG)
- Neurobiological Technologies Inc (NASDAQ:NTII)
- Nierenberg Investment Management
- Northstar Neuroscience Inc (NASDAQ:NSTR)
- NSL Capital Management
- Nyer Medical Group Inc (NASDAQ:NYER)
- OrthoLogic Corporation (NASDAQ:CAPS)
- Paragon Technologies (PGNT.PK)
- Pershing Square Capital Management
- Poison Pills
- Quantitative investment
- Quark Fund
- Quarterly Net-Net Watchlist
- RA Capital Management
- Rackable Systems Inc (NASDAQ:RACK)
- Reading International Inc (NASDAQ:RDI)
- Richard Breeden
- Richard L. Scott
- Robert. L. Chapman
- S. Muoio & Co
- Salvatore Muoio
- Seahawk Drilling (NASDAQ: HAWK)
- Seth Klarman
- Share buy-backs
- Short
- Silicon Storage Technology Inc (NASDAQ:SSTI)
- Soapstone Networks Inc (NASDAQ:SOAP)
- Solitron Devices Inc (OTC:SODI)
- Special Situation
- Spencer Capital Management
- Steel Partners
- Sterling Capital Management
- Stocks
- Tandy Brands Accessories Inc (NASDAQ:TBAC)
- Tang Capital Partners
- The St. Joe Company (NYSE:JOE)
- Trident Microsystems Inc (NASDAQ:TRID)
- Trilogy
- Trinad Management
- TSR Inc (NASDAQ:TSRI)
- Tymothi O. Tombar
- Value Investment
- Value Investors for Change
- ValueVision Media (NASDAQ:VVTV)
- Vanda Pharmaceuticals Inc (NASDAQ:VNDA)
- VaxGen Inc (OTC:VXGN)
- Warren Buffett
- William A. Ackman
- Yahoo! (NASDAQ:YHOO)
- Zachary McAdoo
- Zale Corporation (NYSE:ZLC)
- Zygo Corporation (NASDAQ:ZIGO)
Blogroll
- Abnormal Returns
- Baskerville Capital
- Berkshire Ruminations
- Breakout Performance
- Bronte Capital
- Calculated Risk
- Cheap Stocks
- Compounding Machines
- Controlled Greed
- Dealbook
- Distressed Debt Investing
- Economist, The
- Empirical Finance Research
- footnoted.org
- Gemfinder Special Situations
- Graham NCAV Screen
- GuruFocus
- Hedge Fund Jobs
- Manual of Ideas
- Official Activist Investing Blog
- Old School Value
- Oozing Alpha
- Reformed Broker, The
- Shadowstock blog
- Simoleon Sense
- Stingy Investor
- Street Capitalist
- SumZero
- Value Investing Blog
- Value Uncovered
- Yes and Not Yes
Archives
- December 2011
- November 2011
- July 2011
- June 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
