VIEW PREVIOUS ISSUE
Select Issue
FEATURED VIDEO![]() Steven Wood was one of three finalists in the first Value Investing Challenge in 2012, which had more than 110 submissions that were judged by a panel of top money managers. Here's an update on his thesis on Fiat. FINANCIAL AND BUSINESS NEWSFINANCIAL AND BUSINESS VIDEOSVALUE INVESTING ARTICLES |
THIS MONTH'S ISSUE![]()
Value in Cobalt’s Oil?
By David Neuhauser, Livermore Partners
Oil exploration company Cobalt has promising prospects in the Gulf of Mexico and West Africa. And its “disconnect” to intrinsic value may be an opportunity.
read article >>
![]()
GFN: A Fruit Fly of Finance
By Chris Mayer, Capital & Crisis
General Finance’s visionary CEO started his last company with $10,000 and grew it to $700 million. Chris Mayer thinks he can do the same with his latest venture.
read article >>
![]()
Twitter - Still in the Early Innings
By Galileo Russell
Are social media stocks in a bubble, or part of a “platform shift” in digital advertising? Depending on your answer, Twitter might be worth a look.
read article >>
FamilyMart: A Nice Niche
By Lavine Hemlani, Benjamin Graham Fellow, Value Investing Congress
FamilyMart’s (TSE: 8028) “One Stop Shop” formula has made the Japanese convenience store chain #2 in the world. Time to buy what they’re selling?
read article >>
CYH: An Obamacare Bounce?
By Peter Hage, Benjamin Graham Fellow, Value Investing Congress
Despite a bumpy start, some providers may end up benefiting from the Affordable Care Act. Once the uncertainty wanes, CYH could come out a winner.
read article >>
![]()
Research Report: Lessons Learned After 40 Years
By Boyar's Intrinsic Value Research
The “Hidden Asset” method has been a valuable technique Boyar has employed throughout their almost 40 year history of producing independent research. One of the items they look for that may not be accurately reflected on a company’s balance sheet is significant real estate holdings relative to a company’s market capitalization. By marking the assets to the market, it not only more accurately values the company, but it also creates a margin of safety.
read article >>
![]()
Chuck E. Cheese Has More Upside Potential
By Jeff Sutton, ValueTree Investments
Finding a “50-Cent Dollar” is a value investor’s dream. With CEC Entertainment valued at a 30-50% discount to other restaurants, it may be a dream come true.
read article >>
![]()
Book Excerpt: Code Red: How to Protect Your Savings From the Coming Crisis
By John Mauldin and Jonathan Tepper
From quantitative easing to zero interest rate policies, the authors explain global monetary policy and its consequences in plain English and make it compelling reading.
read article >>
![]()
Skullcandy (SKUL) Seems to Have Bottomed Out and Value Buyers See an Opportunity
By Robert Reid
Intense competition and plummeting sales forced SKUL to bring in a new CEO and management team. A successful turnaround could reward investors nicely.
read article >>
|