One of the oldest stocks on the Stock Ideas page is that of Acme United, a supplier of knives, medical kits and other items to retailers. As the market has risen over the last few months, many stocks have been lifted out of the...
Read MoreWith the Value Investing Conference having wrapped up (see notes here), investors will be pouring over the ideas offered up by some of the premier thinkers in attendance. The ideas that appear to gain the most traction appear to...
Read MoreIn the title, I refer to the company, not the person. Shares of Paulson Capital (PLCC) trade for less than one-third of the company’s net current assets, offering investors an opportunity to buy a Nasdaq-listed company for...
Read MoreEarlier this year, shares of premium mattress maker Tempur-Pedic fell from a lofty $87 to just $20, at which point the stock was brought up on this site as a potential value investment. Yesterday, investors were offered the...
Read MoreReaders may recall that last week an interview with Manhattan Bridge Capital CEO Assaf Ran was carried here. In our conversation, I implored Mr. Ran to buy back shares at the large discount to book value at which the company...
Read MoreAs central banks have continued to employ stimulative measures, proponents of Austrian economics are sounding the alarm. To the latter group, policies such as quantitative easing distort market prices, resulting in...
Read MoreThe Dolan Company (DM) operates what appear to be several high-margin, monopoly-type businesses. And yet the company trades for a P/E of just 5! What gives? Dolan runs a number of businesses including specialty publications (for...
Read MoreThough it might seem absurd to value investors, there are market participants out there who buy (sell) securities only because they have gone up (down). They profess the superiority of momentum investing. Are they right? In...
Read MoreI recently spoke with the CEO of embattled firm Manhattan Bridge Capital (LOAN). Mr. Assaf Ran and his company have been discussed on this site before, mainly due to the large discount at which the company trades relative to its...
Read MoreCompanies are susceptible to losing their customers as a result of disruptive technologies. In The Innovator’s Dilemma, Christensen demonstrates that companies are overtaken despite doing everything right – listening...
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