We’ve just completed an interview with Miguel Barbosa of the wonderful Simoleon Sense. Go there now, and get trapped in an endless loop as you are recirculated back here and so on.
Archive for the ‘Greenbackd’ Category
A way a lone a last a loved a long the riverrun
Posted in About, Activist Investors, Greenbackd, Liquidation Value, Stocks, tagged Activist investment, Liquidating Value, Liquidation Value on October 28, 2009 | 6 Comments »
Iconic Value vs Glamour research receives an update
Posted in About, Greenbackd, Stocks, Value Investment, tagged Asset Value, Price, Price-to-book Value, Value investing on October 23, 2009 | 11 Comments »
In a new paper Value vs Glamour: A Global Phenomenon (via SSRN) The Brandes Institute updates the landmark 1994 study by Josef Lakonishok, Andrei Shleifer, and Robert Vishny investigating the performance of value stocks relative to that of glamour securities in the United States over a 26-year period. Lakonishok, Shleifer, and Vishny found that value stocks [...]
Fickle is Einhorn
Posted in About, Austrian Economics, Greenbackd, Stocks, tagged Austrian Economics, David Einhorn, Gold on October 21, 2009 | 3 Comments »
Rolfe Winkler of Reuters blog Contingent Capital has a great summary of David Einhorn’s talk to the Value Investing Congress. Despite what we say in the title, Einhorn is hardly fickle (we just couldn’t resist). If anything, he’s stubborn to a fault, so it is interesting that he’s changed his mind so dramatically about the [...]
Brains or a bull market?
Posted in About, Greenbackd, Value Investment, tagged Value investing on October 20, 2009 | 1 Comment »
The old Wall Street saw, variously attributed to Warren Buffett or Humphrey B. Neill, author of the Art of Contrary Thinking, goes, “Never confuse genius with a bull market.” With that in mind, we present to you the performance of the Wilshire 5000 Equal Weight Index, which is one of the broadest measures of the [...]
The Austrians were right
Posted in About, Greenbackd, Stocks, tagged Austrian School of Economics, Economics on October 19, 2009 | 13 Comments »
You may be familiar with the “Peter Schiff was right” Internet meme that’s been doing the rounds for a year or so. If you are not, the meme is a montage of Peter’s appearances on various business television shows between 2006 and 2007. In each clip he is alone in arguing that the US stands [...]
Grahamites, meet Ludwig von Mises
Posted in About, Greenbackd, Stocks, Value Investment, tagged Austrian School of Economics, Value investing on October 2, 2009 | 4 Comments »
Dr. Chris Leithner has prepared a paper for the von Mises Institute, Ludwig von Mises, Meet Benjamin Graham: Value Investing from an Austrian Point of View, in which he argues that Grahamite value investors and economists from the Austrian School hold “compatible views about a range of fundamental economic and financial phenomena” and Austrian economics [...]
A classic contrarian indicator re-emerges: The BusinessWeek cover
Posted in About, Greenbackd, Stocks, tagged Doggerel on October 2, 2009 | 3 Comments »
BusinessWeek aims to keep its impeccable market forecasting record intact (via BusinessInsider): This is the seventh sign of the apocalypse. Disclosure: Long tinned food and shot-gun shells.
Hedge Fund Activism and Shareholder Value Summit
Posted in About, Activist Investors, Catalysts, Greenbackd, Value Investment, tagged Activist investment, Corporate Governance, Greenbackd on September 18, 2009 | Leave a Comment »
We’ll be in San Diego next week for the Hedge Fund Activism and Shareholder Value Summit. If you’re going too, and you’d like to catch up, we’d love to hear from you. You can reach us at greenbackd [at] gmail [dot] com. We’ll be posting intermittently next week, but we’ll be back to our regular [...]
Open invitation for guest posts
Posted in About, Catalysts, Greenbackd on August 26, 2009 | 3 Comments »
We’ve received some great investment ideas on this blog from our readers, and it seems a shame that they remain hidden in the comments of other posts (See, for example, Shake&Bake’s take on LDIS or Sop81_1′s analysis of EDCI). To that end, we’re extending an open invitation to anyone who wishes to submit a post [...]
Sub-liquidation value ten baggers
Posted in About, Greenbackd, Liquidation, Liquidation Value, Net Current Asset Value, Net Quick Stocks, tagged Liquidating Value, Liquidation Value, Net Cash Stock, Net Current Asset Value, Net Net Stock, Net Quick Value on August 5, 2009 | 12 Comments »
Bespoke Investment Group (via The Reformed Broker) has a list of the biggest gainers for 2009. It should come as no surprise to regular readers of Greenbackd that a number of the stocks are former sub-liquidation value plays (most of which we missed): We opened a position in VNDA and got a great return. We [...]
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Twitter Updates
- Why Does an Equal-Weighted Portfolio Outperform Market Capitalization- and Price-Weighted Portfolios? wp.me/pnq1T-1td 4 hours ago
- Equal Weight and Fundamental Indexing Beats The Market wp.me/pnq1T-1sV 1 day ago
- Value-Weighted Indexing: The Problem with Active Management wp.me/pnq1T-1sF 2 days ago
- Joel Greenblatt's solution to value investors' behavioral errors wp.me/pnq1T-1s4 3 days ago
- Volatility at World's End: Two Decades of Movement in Markets wp.me/pnq1T-1ry 6 days ago
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Top Posts
- How to beat the market: Joel Greenblatt's List of Four Things Not To Do
- Value-Weighted Indexing: The Problem with Active Management
- Equal Weight and Fundamental Indexing Beats The Market
- Joel Greenblatt's solution to value investors' behavioral errors
- Why Does an Equal-Weighted Portfolio Outperform Market Capitalization- and Price-Weighted Portfolios?
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