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NoNameStocks: July 2015
http://www.nonamestocks.com/2015_07_01_archive.html
Searching for value in the obscure. Friday, July 17, 2015. A conspiracy theory for GLGI and AB. Up front disclosure: While this post has some basis in fact, it is largely speculation. So here I am writing about GLGI again. I told myself two posts was enough because I dont want to be the blogger who constantly writes about the same thing.but I just think about GLGI too much and whats more fun on a Friday afternoon than speculating about your stocks? Saturday, July 11, 2015. IEHC FY15 10-K update. There i...
NoNameStocks: Hemacare's transformation
http://www.nonamestocks.com/2015/08/hemacare-transformation.html
Searching for value in the obscure. Tuesday, August 11, 2015. First a few quick stats:. Recent share price of $0.30. Market cap of $3.2M. High insider ownership (33% as of last 10-K). Why did they sell off all their divisions and what are they doing now? Bioresearch. The company now describe themselves. What does that mean? The company filed the FY2011 10-k. With the SEC in Apr 2012 and immediately afterward stopped filing. They are behind though, having only filed the 2013 annual report. 2014: Added 99 ...
Ragnar Is A Pirate: ALJ Regional Holdings Annual Meeting Notes
http://ragnarisapirate.blogspot.com/2014/08/alj-regional-holdings-annual-meeting.html
Ragnar Is A Pirate. I think we lost our temper for a few minutes back there, but we're recovering.". Tuesday, August 5, 2014. ALJ Regional Holdings Annual Meeting Notes. A few weekends ago, I embarked to New York for the ALJ Regional Holdings Annual Meeting of Shareholders. While there were fewer than 20 shareholders in the meeting room, there were more than a few proficient hedge fund managers in attendance: Jeremy Deal of. Would have been there. If not for scheduling conflicts. Is roughly what using th...
Base Hit Investing | John Huber
http://basehitinvesting.com/author/johnhuber
Posts by: "John Huber". Weekend Reading: WeChat’s Huge Moat in China. August 15, 2016. Middot; Add Comment. This is just a quick post on some interesting articles I read over the weekend as I caught up on some newspaper reading. There were a couple recent pieces (one in the Economist and one in the NY Times) on WeChat, the Chinese messaging app that now boasts over 700 million users. WeChat is also generating [.]. Reinvestment Moat Follow Up: Capital Light Compounders. August 1, 2016. July 25, 2016.
Charlie Munger Comments and the Art of Stock Picking | Base Hit Investing
http://basehitinvesting.com/charlie-munger-comments-and-the-art-of-stock-picking
Risk and Portfolio Management Similarities between Joel Greenblatt and Stanley Druckenmiller. Michael Burry: Focus on Bargains and not Stock Market Valuations. Charlie Munger Comments and the Art of Stock Picking. April 27, 2015. Charlie Munger is not only insightful, but he’s an entertaining guy to listen to. These Munger comments below were compiled by Aznaur Midov. From the annual meeting for Daily Journal Corporation, a company that Munger chairs. Munger had this story when asked to identify a moat:.
Walter Schloss 1973 Forbes Article & How To Outperform the Market | Base Hit Investing
http://basehitinvesting.com/superinvestors/walter-schloss
Case Study-The Story of GEICO, Graham, and Buffett. Thoughts on Diversification vs. Concentration. Walter Schloss 1973 Forbes Article & Two Ways to Outperform the Market. May 18, 2013. I just read an old Forbes piece on Walter Schloss:. Making money out of junk. As many regular readers know, Schloss is one of my all time favorite investors. Read more about Schloss on my resource page. And also check the Walter Schloss category. Here are some key takeaways from the interesting Forbes piece. They did exten...
My Investment Checklist | Base Hit Investing
http://basehitinvesting.com/my-investment-checklist
Three Categories of Risk to Keep in Mind When Investing. Two Types of Investments and Thoughts on ROC. June 7, 2013. A few different readers have asked about checklists and whether I use one. I have started to recently, and have found it helpful. A year or two ago I heard Mohnish Pabrai. Talking about the Checklist Manifesto. The basic idea behind my checklist is to focus on the three basic categories of risk: Valuation risk, Leverage risk, and Business risk. Last Two Questions Are Key. The final two que...
NoNameStocks: April 2015
http://www.nonamestocks.com/2015_04_01_archive.html
Searching for value in the obscure. Thursday, April 30, 2015. NoName Annual Performance 2014-2015. I bought my first stock on Apr 18, 2013 so my fiscal year begins with that date. I manage the retirement funds for myself and my wife which are being contributed to every month. My benchmark is the S&P500 ETF SPY. I have two goals:. Achieve an average annual return of 12% from now until retirement around 2037. Annual return is defined by the geometric mean. Monday, April 27, 2015. As of the latest 10-K, K...
NoNameStocks: Why is TIK so cheap?
http://www.nonamestocks.com/2015/05/why-is-tik-so-cheap.html
Searching for value in the obscure. Thursday, May 7, 2015. Why is TIK so cheap? Tel-Instrument Electronics (TIK) is extremely undervalued based on the most recent quarter, pre-announced next quarter, and order backlog. Let's take a deeper look to see if it's still cheap. But TIK has the upper hand since they have all the big U.S. government contracts. The most recent quarter. Puts next year's non-GAAP EPS at $1.40 which would means you can buy for a forward PE of around 4x (given the recent price of ...
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One of those nights. A loaf of bread having a bad dream. Or on mobile tap it. 9790;☁☯. Seapunk nature indie ✯☽. This is the greatest knock knock joke in the history of all knock knocks jokes ever told, ever. I think my favourite thing about this is the poor guy asking them not to do this again. how many times has this happened. he knew what was going to happen at the start. is this a regular occurrence. Mark Webber, Le Mans 1999. WhateverＴｪＴ. I am really sad, mad, and just irritated. Bored as hell help me.
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これは買い？GeForce GTX 1060がなんと3万円ちょいで購入できる
これは買い GeForce GTX 1060がなんと3万円ちょいで購入できる. 今回なんと、BTOメーカー パソコンショップ ARKからなんと税込で 31,800という価格でGeForce GTX 1060を搭載したグラフィックボードが発売されました。 GeForce GTX 1060は、GTX 980とほぼ同等のベンチマーク数値を叩きだし、そして省エネ志向で120Wの消費電力。 Manli GeForce GTX 1060 6GB Twin Coolerは買いか. Manli GeForce GTX 1060 6GB Twin Cooler. ポートはDisplayPort 1.4 x1、HDMI 2.0b x1、DL-DVI-D x1となっており、トリプルモニターにも対応できております。
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whopperinvestments | Deep value investing
About me / contact. Weekend Reading: Confidence Calibration. May 16, 2015. Every week I post weekend reading. Something interesting I’ve stumbled on that is in some way related to value investing. This week’s is a bit different- it’s this confidence calibration exercise. Continue reading Weekend Reading: Confidence Calibration. Weekend Reading: Horizon Kinetics Q1 commentary. May 10, 2015. Every week I post weekend reading. Weekend reading: Beal becomes a billionaire. May 2, 2015. April 25, 2015. Weekend...
Whopperjaw | not straight, askew, crooked
Eats & Drinks. Tokio Hotel: The German band runs, runs, runs to L.A. Cartel Land: A tale of two countries. Creedence Clearwater Revisited: Playing for the generations. Hop Along: Doing things differently. 2015 Lollapalooza Day Three. Tokio Hotel: The German band runs, runs, runs to L.A. Cartel Land: A tale of two countries. Creedence Clearwater Revisited: Playing for the generations. Hop Along: Doing things differently. 2015 Lollapalooza Day Three. Tokio Hotel: The German band runs, runs, runs to L.A.
Whopperjawed
Original content and graphics are the property of Don McGregor and whopperjawed.com and may not be reproduced without becoming a thief and swiping them from these pages. Please report problems or errors to Don McGregor if you really feel it's necessary and you can find his email address amongst all this pseudo-legal crap. This website has been designed for a 1024 X 768 resolution,.
Whopper Junior & Family Blog
Whopper Junior and Family Blog. Monday, October 29, 2012. Paws on the Patio. Every year since we adopted Oreo we've attended the Humane Society's event, Paws on the Patio. It's always held around Halloween which is perfect because that's Oreo's birthday so we treat the three course dinner as part of her birthday celebration. She loves it and it's a fun way to support the local shelter! Carson asking "Can I have some? Sunday, August 26, 2012. For now, enjoy a recent pic of the adorable kiddos! Yes I know&...
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