CoryJ.com. ShadowStock: Deep Value Micro Cap Investing. Simoleon Sense. Value Investing World. Tips / Contact « Variant Perceptions. Do you want a second opinion or just want to give some visibility to a cherished idea? This might be the place and these are some of the ideas we tend to like: Turnarounds that are turningCyclicals with downside protectionForced selling of good businessesSpecial situations We want real fat pitches, situations that have real upside potential with downside protection in the Munger, Lynch, Pabrai, Tepper, tradition. Guard up, chin down, looking for a chance to connect the killer combination… and always protect yourself Just reply to this post below.
Ideas submitted have to include a thesis. It does not have to be long, one line per each item suffices but it has to include: The ideaEdge: why do you think it is mispriced? A Ship in the Harbor is Safe... Apple is undervalued primarily because it’s now the largest publically traded company in the world. Investors believe that there is some limit to its size, and our thinking has been anchored to the size of Exxon Mobile. I believe that as Apple overcomes the “biggest company in the world” speed bump, its market cap will unhinge from the $350 billion limit imposed by XOM and explode up to a more realistic valuation.
This will be fueled by strong earnings growth for the numerous reasons discussed below. Furthermore, because the stock has been trading within a fairly narrow range since January, volatility has been low. As a result, options are also undervalued for technical reasons (ATM IV at 35%), making calls an attractive way to get more leverage on the investment thesis. Power Law Before we start looking at actual growth rates, I want to make one quick effort to debunk the “too big to win” myth. Likewise, it shouldn’t be surprising that 80% of profits are earned by 20% of our companies. Vitaliy Katsenelson Contrarian Edge | Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Greenbackd. Oozing Alpha. Above Average Odds Investing.
Heilbrunn : The Heilbrunn Center for Graham & Dodd Investing. The Inoculated Investor. World Beta – Engineering Targeted Returns and Risk. Graham And Doddsville | The Value Investing Capital of the World. Google Translate. CHEAP STOCKS: Below Net Current Asset Value, Real Estate, and other Value Strategies. Market folly : hedge fund portfolio tracking, stock market analysis, and macro commentary. GregSpeicher. Value Investing | Value Investor. Selected Financials. Street Capitalist. ValueHuntr.