Infitialis Vs John Hempton on Short Selling

I’m not sure if it’s something in the air, but there’s been quite a wave of “twitter fights” recently. A heated conversation between John Hempton and “Infitialis”, seemed like yet another frivolous fight. If you read through the conversation carefully, however, you gain a rare glimpse into some of [...]

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Amerco Looks Promising Ahead of Earnings: Kerrisdale Capital

Via Kerrisdale Capital: In mid-February, we shared our research report on AMERCO (NASDAQ:UHAL), the deeply undervalued and underfollowed holding company that owns U-Haul, the nation's dominant moving equipment rental company. At the time of our report, we outlined why investors could have acquired AMERCO (NASDAQ:UHAL) for only 11x EPS despite [...]

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Barrick Gold Crucial Mega Mine May Be Delayed Over a Year

Barrick Gold Corporation (NYSE:ABX) (TSE:ABX)'s crucial Pascua Lama project may face a minimum delay of one year beyond its expected late 2014 commencement date. This is the minimum time the company will need to comply with action points specified by the Chilean environmental regulators. Last month, Chile’s environmental regulators had imposed a [...]

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RBS Nears Branch Sale As Part Of Bailout Agreement

Late last week, The Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) reportedly informed the U.S. private equity (PE) firms JC Flowers and Apollo Management that their joint bid to acquire 316 of its branches has been rejected – bringing down the number of bidders left in the race for the branch sale (dubbed [...]

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Short Guide to Unconventional Idea Generation for Shorts

A former classmate of mine (who was fairly popular) seems to be the ultimate short idea generator (all his employers ended up being exceptionally great shorts). If you look at his resume, he looks like the guy you’d want to hire… I’ll let the world (and the all-knowing head-hunters) [...]

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Investing in Gold and Miners for Value Investors

I have been dipping my toe into gold stocks having owned Yukon Nevada and Energold (EGDFF) over the last year or so.  I am thinking along your lines that I need to diversify into ten or so names with a mix of producing and near producing.  I wondered if [...]

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Value Investing Book Recommendations for Accounting Students

Investing, when it looks the easiest, is at its hardest. When just about everyone heavily invested is doing well, it is hard for others to resist jumping in. But a market relentlessly rising in the face of challenging fundamentals–recession in Europe and Japan, slowdown in China, fiscal stalemate and [...]

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Gold: The Most Hated Asset Class?

A gold mine is a hole in the ground with a liar on top–Mark Twain The above chart illustrates how historically cheap gold mining equities are to gold. Not since the Great Depression and Pearl Harbor have equities been so cheap on market cap to production, reserves and cash costs. [...]

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Students Launching Hedge Funds On Colleges Across America

What's a surefire indicator that hedge funds are on the rise? Take a look at their presence on college campuses. From Cornell, whose student-run hedge fund beat Wall Street returns to the University of Michigan, which allows its students to manage as much as $250,000, student hedge fund are becoming a more prominent part [...]

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If LOTE Can Do It, So Can You! (Until the Regulators Come)

In case you were wondering, here are the facts concerning Lot78 Inc (OTCMKTS:LOTE): LOTE some facts ~$1 billion market value as of 5/21/2013 close. $0.5 million in ANNUAL revenue (that’s right, something like 2000x revenue), DOWN from prior year. Lot78 Inc (OTCMKTS:LOTE) borrowed $40,000 (yes, that’s not a typo) from its founder just to [...]

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WisdomTree Unveils U.S. Dividend Growth Fund

For the first time, WisdomTree brings you a forward-looking dividend growth ETF that seeks capture recent dividend growth trends. DGRW looks at certain fundamental metrics – real-time growth and quality – that we believe to be associated with a greater potential for future dividend growth, thereby raising the probability [...]

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Funding for Start-Ups Tapped Out? 5 Things to Know

It’s a cruel paradox.  Social networks and crowd-funding sites now empower entrepreneurs.  Smart ideas, innovative concepts and creative inventions are more plentiful than ever.  Yet in a time of unbounded promise, capital to fund them remains elusive for most entrepreneurs.   Which means one thing: many great ideas go unfunded. According [...]

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Why Diamond Investing is the New ‘Golden Opportunity’

For more than 100 years, unless you were an industry insider or had connections to DeBeers, the prospect of investing in diamonds was completely out of reach. However, for the first time in history, diamond prices are no longer manipulated and are now a product of true market forces, [...]

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Active Versus Passive Management: Salary and Performance

Studies have shown that just 24 percent of mutual fund managers that are active have outperformed the market index, which is a shockingly low number to see over the last 10 years. This isn’t the only data that has gone through as surprising over the recent study—let’s look at [...]

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