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Archive for the ‘Greenbackd’ Category

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 [...]

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Welcome back for 2010

Posted in About, Greenbackd, Stocks, tagged , on January 11, 2010 | 8 Comments »

Welcome back to Greenbackd for 2010. I hope the holidays were as good to you as they were to me. The break has afforded me the opportunity to gain some perspective on the direction of Greenbackd. Away from the regular posting schedule I found the time to write some Jerry McGuire The Things We Think [...]

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Top 10 Greenbackd posts of 2009

Posted in About, Greenbackd, Stocks, tagged on December 23, 2009 | 3 Comments »

I find it interesting to see which posts on Greenbackd attract the most attention and I thought you might too. To that end, here are the 10 most popular Greenbackd posts of 2009: The best unknown activist investment of 2009 Seth Klarman on Liquidation Value Tweedy Browne updates What Has Worked In Investing Marty Whitman’s adjustments [...]

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Piotroski’s F_SCORE in practice

Posted in About, Greenbackd, Net Current Asset Value, Stocks, Value Investment, tagged , , , on December 4, 2009 | 10 Comments »

It seems to me counterintuitive that book value should be useful as a value metric. Book value, after all, is a historical accounting measure of a company’s balance sheet. It has nothing to do with “intrinsic value,” which is the measure conceived by John Burr Williams in his 1938 treatise The Theory of Investment Value. [...]

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Goldman Sachs says P/B dead-as-dead; Special sits and event-driven strategies the new black

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

The phenomenal Zero Hedge has an article, Goldman Claims Momentum And Value Quant Strategies Now Overcrowded, Future Returns Negligible, discussing Goldman Sachs head of quantitative resources Robert Litterman’s view that  ”strategies such as those which focus on price rises in cheaply-valued stocks…[have] become very crowded” since August 2007 and therefore unprofitable. The strategy to which [...]

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Greenbackd Portfolio Q4 2009 Performance and Update

Posted in About, Activist Investors, Greenbackd, Liquidation Value, Net Current Asset Value, Stocks, tagged , on December 1, 2009 | 3 Comments »

November 30, 2009 marked the end of Greenbackd’s fourth quarter and first year, and so it’s time again to report on the performance of the Greenbackd Portfolio and the positions in the portfolio, and outline the future direction of Greenbackd.com. Fourth quarter 2009 performance of the Greenbackd Portfolio The fourth quarter was another satisfactory quarter for [...]

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Happy Thanksgiving, Folks

Posted in About, Greenbackd, tagged on November 26, 2009 | Leave a Comment »

See you Monday.

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The Reformed Broker’s Periodic Table

Posted in About, Greenbackd, tagged on November 6, 2009 | Leave a Comment »

I am absolutely thrilled that Greenbackd made The Reformed Broker’s superb Period Table of Finance Bloggers. I slept through most of my high school chemistry classes, but I think Greenbackd occupies the same esteemed place accorded to carbon on the periodic table of elements. Carbon’s got a bad rep at the moment, but that doesn’t [...]

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Distressed Debt Investors Club launched

Posted in About, Bonds, Greenbackd, Stocks, tagged on November 6, 2009 | Leave a Comment »

Distressed Debt Investing has today launched the Distressed Debt Investors Club, a “community of investors dedicated to sharing ideas and helping each other navigate the sometimes mine-filled path of the distressed debt world.” Members are admitted on the strength of their application and the thought process evident in the investment idea. Only 250 members will [...]

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Tom “Net Quick” Evans

Posted in About, Activist Investors, Greenbackd, Liquidation Value, Stocks, tagged , , on October 29, 2009 | 4 Comments »

Following my Simoleon Sense interview with Miguel Barbosa, I’ve had a few requests for a post on Tom Evans. Here it is, hacked together like Frankenstein’s monster from all the public information I could track down: Thomas Mellon Evans was a one of the first modern corporate raiders, taking Graham’s net current asset analysis and [...]

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