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Author Archives: Travis Johnson, Stock Gumshoe
“Dumb and Dumber” — Zeke Ashton on learning from mistakes, and a safer real estate play.
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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Mark Boyar’s Three Undervalued Companies
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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Guy Gottfried’s Undervalued Energy Pick
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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Value Investing Congress — Day One
Well, it’s been a busy, busy first day of the Value Investing Congress — they reorganized the event this year to include more presentations, which means I have more notes to share with you. Much of the time I posted these thoughts in real time, and the more in-depth consideration of any stocks that look [...]
Chris Mayer’s “Focus on Owner Operators”
Special Notes from the Value Investing Congress for the Irregulars
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Residential Real Estate Investing — Jeff Pintar
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Maximizing Shareholder Value when the FBI Raids Your Office
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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“The Elephant is Moving” — notes on Amitabh Singhi’s India-listed Investment Ideas
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“Grahamanddoddistan” and Kazakh Margin of Safety
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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Zack Buckley and Tech Value
Special Value Investing Congress Notes for the Irregulars
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Iraqis and the “Pepsi Challenge” — Geoffrey Batt
Special Value Investing Congress Notes for the Irregulars
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Steve Romick — Big Picture, some Big Undervalued Ideas
Special Value Investing Congress Notes for the Irregulars
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Coal Idea from Marcelo Lima (Heller House)
Special Value Investing Congress Notes for the Irregulars
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Tim Eriksen — Tiny Bank. REALLY tiny.
Special Value Investing Congress Notes for the Irregulars
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Nierenberg’s D3 — Growth Darling Recovering?
Special Value Investing Congress Notes for the Irregulars
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Real Estate Updates, Earnings and Warrants, Plus a Guest Commentary
A few Friday File notes as we prepare for the Value Investing Congress
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Stopped Out!
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Karim Rahemtulla’s Cyprus Gas Tease
OK, OK — the most asked-about teaser ad this week has been Karim Rahemtulla’s pitch about Cypriot natural gas for his newly launched newsletter … so although the clues are thin and the presentation was tiresome to listen to, your friendly neighborhood Gumshoe is digging in. But it’s only because I love you. The new [...]
What is “America’s Next Iconic Brand?”
Today we’re working from a short and “low on clues” ad from the Oxford Club, but several readers have asked and I’m always interested in investing in strong brands, so I thought we should at least see what the Thinkolator says. The pitch is for Oxford Club membership, and the tease is that the latest [...]