Feeds:
Posts
Comments

Archive for the ‘Greenbackd’ Category

Top posts for the quarter

Posted in About, Greenbackd, tagged 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 [...]

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 »

VIC and Mungerfest 2010

Posted in About, Greenbackd, Stocks, tagged 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.

Read Full Post »

Top posts for the quarter

Posted in About, Greenbackd, Stocks, tagged 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 [...]

Read Full Post »

Mike Burry’s valuestocks.net archive uncovered

Posted in About, Greenbackd, tagged , on April 1, 2010 | 12 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 [...]

Read Full Post »

Greenbackd Report

Posted in About, Greenbackd, Stocks, tagged 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 [...]

Read Full Post »

Greenbackd Endangered Species, Activism and Liquidation Report

Posted in About, Greenbackd, Value Investment, tagged , , , , , on March 25, 2010 | 4 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 [...]

Read Full Post »

Three ghosts of bear markets past, redux

Posted in About, Behavioral economics, Contrarian investment, Greenbackd, Net Current Asset Value, Stocks, tagged 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 [...]

Read Full Post »

President’s Day

Posted in Greenbackd on February 15, 2010 | Leave a Comment »

Have a good break. See you tomorrow.

Read Full Post »

The new world

Posted in About, Austrian Economics, Greenbackd, Stocks, tagged , on January 12, 2010 | 9 Comments »

As I foreshadowed yesterday, there are several related themes that I wish to explore on Greenbackd. These three ideas are as follows: Quantitative value investing Pure contrarian investing Problems with the received wisdom on value investment Set out below is a brief overview of each. A quantitative approach to value investment I believe that James [...]

Read Full Post »

Older Posts »