This is an oldie, but a goodie (via CNN). The travails of buying net nets, as told by the master’s apprentice: Warren Buffett says Berkshire Hathaway is the “dumbest” stock he ever bought. He calls his 1964 decision to buy the textile company a $200 billion dollar blunder, sparked by a spiteful urge to retaliate [...]
Archive for the ‘Greenbackd’ Category
The dumbest net net stock Warren Buffett ever bought
Posted in About, Greenbackd, Net Current Asset Value, Net Net Stocks, Net Quick Stocks, Net Quick Value, Warren Buffett, tagged Berkshire Hathaway Inc. (NYSE:BRK.A), Warren Buffett on October 19, 2010 | 1 Comment »
Top posts for the quarter
Posted in About, Greenbackd, tagged Greenbackd on July 15, 2010 | Leave a Comment »
It’s always fascinating for me to see which posts draw the most attention. Here are the top 10 posts for the last quarter: Graham’s P/E10 ratio The long and short of The St. Joe Company Absolute Return interviews Seth Klarman Seahawk Drilling (NASDAQ:HAWK) redux and HAWK liquidation values Whitney Tilson and Glenn Tongue on BP [...]
Call for guest posts
Posted in Greenbackd, Stocks, tagged Greenbackd 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 [...]
VIC and Mungerfest 2010
Posted in About, Greenbackd, Stocks, tagged Greenbackd on April 30, 2010 | Leave a Comment »
I’m taking two weeks off. I’ll be in Pasadena, CA at the Value Investing Congress on May 4 and 5, and the Wesco Financial Corp. (AMEX:WSC) 2010 annual meeting on May 5. If you’d like to catch up, please drop me an email to greenbackd [at] gmail. I’ll be back Monday, May 17, 2010.
Top posts for the quarter
Posted in About, Greenbackd, Stocks, tagged Greenbackd on April 2, 2010 | Leave a Comment »
Here are the top 10 posts for the last quarter by unique visitors: The palaeontology of Mike Burry Guest post: The short case for Berkshire Intuition and the quantitative value investor Japanese liquidation value: 1932 US redux What Montier’s Painting by Numbers can offer to value investors Seth Klarman’s Twenty Investment Lessons of 2008 Quantifying [...]
Mike Burry’s valuestocks.net archive uncovered
Posted in About, Greenbackd, tagged April Fools, Greenbackd on April 1, 2010 | 13 Comments »
Update: Happy April Fool’s Day. The hunt for www.valuestocks.net goes on. I’ve been on the Mike Burry story like a bloodhound on a rawhide bone. One part of the puzzle that has continued to elude collectors of Burry memorabilia is an archive of Burry’s www.valuestocks.net site. Until now. I am pleased to announce that Greenbackd has [...]
Greenbackd Report
Posted in About, Greenbackd, Stocks, tagged Greenbackd on March 26, 2010 | Leave a Comment »
I’ve received sufficient inquiries about the subscription-only service aimed at identifying stocks similar to those in the old Wall Street’s Endangered Species reports to proceed with it. Thank you for your support. If you would like to receive a free trial copy of the report when it is produced in exchange for providing feedback on its utility (or [...]
Greenbackd Endangered Species, Activism and Liquidation Report
Posted in About, Greenbackd, Value Investment, tagged Activist investment, Greenbackd, Liquidating Value, Liquidation Value, Net Current Asset Value, Net Net Stock on March 25, 2010 | 5 Comments »
I’m considering launching a subscription-only service aimed at identifying stocks similar to those in the old Wall Street’s Endangered Species reports. Like the old Wall Street’s Endangered Species reports, I’ll be seeking undervalued industrial companies where a catalyst in the form a buy-out, strategic acquisition, liquidation or activist campaign might emerge to close the gap between [...]
Three ghosts of bear markets past, redux
Posted in About, Behavioral economics, Contrarian investment, Greenbackd, Net Current Asset Value, Stocks, tagged Japan on February 16, 2010 | 2 Comments »
Speculating about the level of the market is a pastime for fools and knaves, as I have amply demonstrated in the past (or, as Edgar Allen Poe would have it, “I have great faith in fools — self-confidence my friends will call it.”). In April last year I ran a post, Three ghosts of bear markets [...]
President’s Day
Posted in Greenbackd on February 15, 2010 | Leave a Comment »
Have a good break. See you tomorrow.
-
Seeking Alpha Contributor
-
Top Posts
- Annus horribilis for fundamental value
- About
- Mike Burry's Silicon Investor "Value Investing" thread
- Jackson on How a "Cash-Rich Split" Could Take Yahoo! to $41/Share
- The best unknown activist investment of 2009
- Facet Biotech Corporation (NASDAQ:FACT) alternate slate withdrawn; Greenbackd exits
- Guest post: The short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B)
- Seven things value investors used to learn at Stanford Business School
- Walter Schloss, superinvestor
- Kelly theory of portfolio construction: Do not bet thy whole wad
-
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
