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Gumshoe Articles: Friday File
Updated Personal Top Holdings
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Lonrho Gets Low Enough for a Takeover Bid — What to do?
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Friendly Takeover = Sell For Me
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Value Investing Congress — Day Two
The Congress has concluded, with a couple dozen sessions over two days exposing your friendly neighborhood Gumshoe to probably 50+ interesting investment ideas. I’ve shared notes on almost all of those sessions over the past two days, and I’ve now got lots of ideas bouncing around my head that I’m setting aside for deeper analysis [...]
Whitney Tilson — new positions and updates on past suggestions
SPECIAL VALUE INVESTING CONGRESS NOTES FOR THE IRREGULARS
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Ori Eyal and Value Investing in Israel
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Mittleman — Invest like a Private Equity firm
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Vitaliy Katesenelson’s Big Downhill Dividend
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Four Ideas from COMPOUND Catpital Management
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“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
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Guy Gottfried’s Undervalued Energy Pick
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Chris Mayer’s “Focus on Owner Operators”
Special Notes from the Value Investing Congress 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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Thoughts from Myron
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Stopped Out!
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Copies, Gold, DNA Security and Patents — a Friday File Hodgepodge
Updates on Sandstorm, Invensense, Cox's DNA Security, etc. for the Friday File
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Personal Portfolio Updates from a Wild Week
Quick update on some limit buy orders that were triggered in my personal account
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