Feeds:
Posts
Comments

Archive for May, 2010

Head and shoulders? Nay, Batman’s Cape

Posted in Stocks, tagged on May 31, 2010 | 6 Comments »

Josh at The Reformed Broker breaks out a chart showing “a blueprint for a potential head-and-shoulders topping formation with either the S&P or the DJIA currently sitting at the neckline.” Here’s the chart: Josh says the ”right shoulder is coming’ meme will eventually go mainstream.” I’m no chartist, but when I stare at that chart, I [...]

Read Full Post »

Andrew Shapiro on Reading International Inc (NASDAQ:RDI)

Posted in Activist Investors, Lawndale Capital Management, Reading International Inc (NASDAQ:RDI), Stocks, tagged , on May 28, 2010 | 21 Comments »

Andrew Shapiro, President of Lawndale Capital Management, has provided today’s guest post on Reading International Inc (NASDAQ:RDI): Exhibitor Reading Int’l – Cashing in on Aussie Land Boom – getting the movies for free. Movie box office isn’t the only business that’s popping for theater exhibitor Reading International (NASDAQ: RDI) these days. In fact, a resurging [...]

Read Full Post »

Equity analysts overoptimistic

Posted in About, Stocks, Value Investment, tagged , on May 27, 2010 | 3 Comments »

A lesson on the perils of projecting earnings from the Harvard Business Review’s The Daily Stat: For the past quarter century, equity analysts’ earnings-growth estimates have been almost 100% too high. Their overoptimistic projections have generally ranged from 10% to 12% annually, compared with actual growth of 6% (excluding the spike in growth from 1998–2001), [...]

Read Full Post »

ValueAct files 13D for BigBand Networks Inc (NasdaqGM:BBND)

Posted in Stocks, tagged , on May 26, 2010 | Leave a Comment »

BigBand Networks Inc (NasdaqGM:BBND) is interesting activist situation with ValueAct’s small cap fund holding 11% of its outstanding shares. I’d like to talk to someone who knows about BBND and its industry. You can reach me at greenbackd [at] gmail [dot] com. About BBND BBND develops, markets and sells network-based platforms that multiple system operators [...]

Read Full Post »

Full notes of Seth Klarman’s CFA Institute Annual Conference interview

Posted in About, Seth Klarman, Stocks, Value Investment, tagged on May 25, 2010 | Leave a Comment »

Following on from the Klarman sees another lost decade for stocks post, here are the full notes of Seth Klarman’s interview with Jason Zweig at the CFA Institutes Annual Conference (via ZeroHedge):

Read Full Post »

Guest post: Saj Karsan on New Frontier Media Inc (NASDAQ:NOOF)

Posted in Stocks, tagged on May 24, 2010 | 3 Comments »

Saj Karsan has provided the following guest post on New Frontier Media, Inc. (NASDAQ:NOOF). Saj regularly posts Stock Ideas for Barel Karsan, and runs Karsan Value Funds, a private investment fund focused on value stocks. Here’s his take on NOOF: Value investors are constantly on the look-out for businesses with “moats” that the competition cannot displace. Usually, [...]

Read Full Post »

Guest post: Jim Hodges on Century Casinos Inc (NASDAQ:CNTY)

Posted in About, Stocks, Value Investment, tagged on May 21, 2010 | 22 Comments »

Jim Hodges has contributed today’s guest post on Century Casinos Inc (NASDAQ:CNTY) using the Socratic method beloved by Soros, Munger, and…er…Socrates: Century Casinos, Inc. is a new holding for me. Following is a condensed version of how I valued the business’ assets and was able to find the existence of significant value after a margin [...]

Read Full Post »

Guest post: Mariusz Skonieczny on Ark Restaurants Corp (NASDAQ:ARKR)

Posted in Stocks, tagged on May 20, 2010 | 3 Comments »

Mariusz Skonieczny, founder and president of Classic Value Investors LLC and author of the Classic Value Investors website and his book Why Are We So Clueless about the Stock Market? Learn How to Invest Your Money, How to Pick Stocks, and How to Make Money in the Stock Market, has provided a guest post on Ark Restaurants Corp (NASDAQ:ARKR). Here’s his [...]

Read Full Post »

Seth Klarman sees another lost decade for stocks

Posted in About, Activist Investors, Baupost Group, Stocks, Value Investment, tagged on May 19, 2010 | 3 Comments »

The incredible Zero Hedge has an article on Seth Klarman’s address to the CFA Institute: Seth Klarman was speaking at the CFA Institute earlier, and in typical fashion cut to the chase: in summarizing the current market, the Baupost founder said he “sees few bargains in the current environment and predicted on Tuesday that the [...]

Read Full Post »

Call for guest posts

Posted in Greenbackd, Stocks, tagged on May 18, 2010 | Leave a Comment »

Greenbackd has had some great investment ideas contributed in the past by readers, and so I’m extending another open invitation to anyone who wishes to submit a post for publication. The only requirement is that it be within the remit of Greenbackd, which is say that it is an undervalued asset situation with a catalyst. Email [...]

Read Full Post »

Older Posts »

Follow

Get every new post delivered to your Inbox.

Join 974 other followers