The Rubicon Project (RUBI) is a Screaming Bargain

June 22, 2017 | Read Now

What You’ll Learn
– One big reason why prices are inefficient
– Why Rubicon is a selling so cheap
– Valuation numbers I look at

Rubicon sells a technology solution to automate the buy and sale of a wide range of advertising units for buyers and sellers.
It fell victim to institutional selling based on growth attribute non-compliance. Rubicon’s sales growth missteps forced their original institutional base to sell…


amazon buys whole foods

3 Opportunities from Amazon’s Whole Foods Buyout

June 21, 2017 | Read Now

A few years back in 2014, I started buying Whole Foods with my initial intrinsic value target between $38-$50.

I then adjusted it down in 2016 to $32 – $36.

Amazon’s acquisition price of Whole Foods is $42.

Few thoughts…


The Truth Behind Business Performance vs Stock Performance

June 14, 2017 | Read Now

What You’ll Learn
– What it takes to be a great investor
– The real difference between business performance vs stock performance

Click to read the difference between business performance and stock performance and what you need to achieve the best results.


Acquirer’s Multiple & the Quest for Value

June 12, 2017 | Read Now

What You’ll Learn

– An explanation of the Acquirer’s Multiple by Tobias Carlisle
– A look at market cycles and valuations with the acquirers multiple in context
– Understanding EBITDA yield and cheap stocks


acacia research

Acacia Research (ACTG) Opportunity

June 8, 2017 | Read Now

To sum up Acacia Research, it’s this:
– Unique value
– No catalyst
– Net cash 64% of market cap
– Insider buying
– 52 week low

Read on to learn more…


dempster mill

Buffett’s Dempster Mill Manufacturing Investment Q&A

June 7, 2017 | Read Now

What You’ll Learn
– A Q&A based on the Dempster Mill case study
– Brief discussion behind Buffett’s investment

“When control of a company is obtained, obviously what then becomes all-important is the value of assets, not the market quotation for a piece of paper (stock certificate).” —Warren Buffett


my 2017 action score portfolio

Revealing My 2017 Action Score Portfolio and Why I’m Selling

June 5, 2017 | Read Now

What You’ll Learn
– Why I’m selling my outperforming Action Score portfolio
– The Action Score picks I bought in 2017
– How I chose my portfolio and how you can too

It’s the first time in many years where I’m revealing my live money portfolio.

More importantly, this is my market beating 2017 Action Score portfolio…


Measuring the Moat: Value Creation Checklist

May 31, 2017 | Read Now

The most important thing to me is figuring out how big a moat there is around the business. What I love, of course, is a big castle and a big moat with piranhas and crocodiles. ―Warren Buffett

Below is an excerpt of “a complete checklist of questions to guide the strategic analysis” published in the paper Measuring the Moat: Assessing the Magnitude and Sustainability of Value Creation, written by Michael J. Mauboussin and Dan Callahan.


3 Magic Formula Stocks Ready to Move Up

May 30, 2017 | Read Now

What You’ll Learn

The Basics of the Magic Formula
How I get Magic Formula Stock Ideas
3 Magic Formula Stocks to Consider

Most business schools ignore value investing, focusing more on the efficient market model and all the math that goes along with that. – Joel Greenblatt
Do what everyone else does and you’ll just get the same results.
But does the Magic Formula really work?


Zero Moat, Dying Industry, Anemic Business Model; Creates A Favorable Stock Price for New York & Co (NWY)

May 29, 2017 | Read Now

Written byShadowStock Shadow Stock Twitter To get this kind of information and other exclusive articles before regular readers, get on […]

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