This week we link to some separate but insightful commentary from Dalio & Greenblatt. Also a couple of great reads about Slack IPO & IPO in general.
The Value Investing Blog of Old School Value
A Closer Look Into REITs: STORE Capital
The REIT I will introduce to you today is STORE Capital (STOR). STORE Capital is a triple-net lease REIT that went public in November 2014.
Old School Value Nugget Fest (July 5th Edition)
I’m sure all of you had a great 4th of July celebreation but now it’s July 5 and we have interesting links we want to share with you. Watch our video of the week and enjoy the podcasts for now as everyone gets back in the groove.
Old School Value Nugget Fest (June 27th Edition)
June 27 nugget fest is up and we have links to podcasts, the WSJ market update & can investors learn from finance headlines of the past? Happy 4th!
Old School Value Nugget Fest (June 20th Edition)
June 20 links. It’s about some Howard Marks insight, the one about the worst risk-to-reward setup in history, moat erosion & a couple of informative podcasts and video.
Epsilon Energy Is A Grossly Undervalued Gem Off The Beaten Path
Why Epsilon Energy is a great buy if you’re looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts.
Old School Value Nugget Fest (June 13th Edition)
This week’s interesting and useful links include Seth Klarman’s thoughts about value investing and contrarianism, Buffett’s wide moat stocks and a great podcast about REIT’s.
Buying Companies with Great Products – Cummins (CMI) – Part II
Looking at companies that produce high quality products their customers love can be an interesting way to get stock ideas. Let’s look at 4 companies that fit the description.
Old School Value Nugget Fest (June 6th Edition)
This week we have links about microcap investing, financial advisor confessions & podcasts that you’d enjoy listening to on long commutes.
Buying Companies with Great Products – Snap-On (SNA) – Part I
Looking at companies that produce high quality products their customers love can be an interesting way to get stock ideas. Let’s look at 4 companies that fit the description.
