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THIS MONTH'S ISSUE![]()
Mark Boyar's Presentation from the Value Investing Congress
By Mark A. Boyar, Boyar Value Group
Fresh from this month's Congress, Mark Boyar shares his latest stock pick, thoughts on China, and lessons learned from over 40 years in the business.
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Whitney Tilson's Presentation from the Value Investing Congress
By Whitney Tilson, Kase Capital
Fresh from this month's Congress, here’s Whitney Tilson’s comprehensive 111-page presentation on why he’s short education company K12 Inc.
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Daniel Lawrence on Ashland (ASH:US)
By Daniel Lawrence, Elmrox Investment Group
Daniel Lawrence of Elmrox Investment Group won the $50,000 1st prize in the 2nd Annual Value Investing Challenge, brought to you by FactSet.
Here’s his winning presentation on Ashland (ASH:US), chosen from over 200 entries from across the world.
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David Swartz on LifeLock (LOCK:US)
By David Swartz, Pacific West Land
David Swartz of Pacific West Land won the $10,000 2nd prize in the 2nd Annual Value Investing Challenge, brought to you by FactSet.
Here’s his winning presentation on LifeLock (LOCK:US), chosen from over 200 entries from across the world.
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Travis Cocke on Exact Sciences (EXAS:US)
By Travis Cocke, Southpaw Capital
Travis Cocke of Southpaw Capital won the $5,000 3rd prize in the 2nd Annual Value Investing Challenge, brought to you by FactSet.
Here’s his winning presentation on Exact Sciences (EXAS:US), chosen from over 200 entries from across the world.
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Tim Eriksen on Hallador Energy
By Tim Eriksen, Eriksen Capital Management
Coal companies may be out of favor, but Tim Eriksen sees a long-term opportunity in Hallador.
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Behind the Asset Growth Anomaly
By Frank Zhao & Li Ma, S&P Capital IQ’s Quantamental Research team
Why do high asset growth stocks consistently underperform low asset growth stocks? S&P Capital IQ examines the "asset growth anomaly."
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Book Excerpt: The Warren Buffett Way (Third Edition)
By Robert G. Hagstrom
An in-depth look at the strategies behind Buffett’s spectacular success. The new edition updates readers on his latest investments and includes insights on behavioral finance to help investors avoid common mistakes.
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Brocade's (BRCD) Recent Earnings Report Suggests Things May Finally Be Improving
By Robert Reid, Briefing.com
A hot stock back in the 90's, Brocade has since fallen from grace. But a new CEO may breathe life back into the networking products supplier.
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