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When Google Alerts Goes Wrong

March 29, 2015 – Comments (3)

I have a series of Google Alerts set up to send me e-mails of headlines about potential special situation investment ideas from across the web.  I use terms like "spinoff", the names of certain activist investors, etc...  It works very well if you don't mind sifting through a lot of chaff to get to a kernel of wheat. One term that I have in there is "thrift conversion."  I entered it to look for a specific type of bank special situation called demutualizations.   [more]

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Awesome Weekend Reading on Investing & Special Situations

March 27, 2015 – Comments (0) | RELATED TICKERS: ARCP , USD , CORR

TGIF everyone.  Here's a huge number of interesting links on special situations and investing in general that I've come across over the past day or two.  They will make for some interesting weekend reading. Enjoy!  [more]

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Finding value in Twitter, the service not the stock

March 26, 2015 – Comments (1) | RELATED TICKERS: TWTR

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Mr. Market Freaks Out...and You Can Take Advantage

March 25, 2015 – Comments (1)

One of the main themes that I have been talking about here is the fact that I love to look at the stock of companies that have been absolutely crushed as a result of negative headlines, usually by 20% or more.  The exact reason for the drubbing can vary, but it often includes accounting scandals, temporary problems with new products or plants, political issues, etc...  I have found numerous winning investments by sifting through this sort of rubble.  This morning the excellent Value Walk published a link to an older (from 1985) academic study from the Journal of Finance that uses fancy formulas and back testing to statistically prove exactly what I've been saying.  [more]

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