Buffett’s Early Investment Performance Was Driven By Activism

Warren Buffett's investment strategy has changed over the years. From a deep-value nets-nets investing methodology to today's, quality at a reasonable price philosophy, Buffett's portfolio has undergone several changes. But in the early days of Buffett's partnerships, the then undiscovered Oracle of Omaha used an activist strategy to get results, [...]

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Buffett's Early Investment Performance Was Driven By Activism

Warren Buffett's investment strategy has changed over the years. From a deep-value nets-nets investing methodology to today's, quality at a reasonable price philosophy, Buffett's portfolio has undergone several changes. But in the early days of Buffett's partnerships, the then undiscovered Oracle of Omaha used an activist strategy to get results, [...]

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Lancashire Holdings Limited: A Solid Insurance Play?

Lancashire Holdings Limited (LON:LRE) (OTCMKTS:LCSHF) is one of the market's undiscovered gems, although has attracted the attention of value investors and bloggers before. Both the value and opportunity as well WertArt Capital blogs have great analyses' of the company and provide a better all-round write up than I will be [...]

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Be Careful When Hunting For Value In Offshore Drilling

For value hunters and contrarian investors alike, the offshore drilling sector is now one of the market's most attractive sectors. However, the big question that needs to be answered is, when should you buy in? Sign Up For Our Free Newsletter Offshore drilling stocks tradings at a significant discount Indeed, with [...]

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Wm. Morrison: Value Even In Hard Times

The UK retail, or supermarket sector has been under pressure for much of the past year. The sector has been threatened by the rise of discount retailers like Aldi and Lidl. Hedge funds have also swooped in, sensing blood, shorting much of the sector and making great gains. Retailers [...]

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Insider Trading Around New Releases

Following on from my article last week, regarding the usefulness of following insider buying trends, this week some additional data has emerged that adds an element of suspicion to legal insider dealing. U.S. chief executives release good news for insider trading purposes Specifically, it has emerged this week, according to a [...]

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Cliffs Natural Resources A Turnaround In Progress? [Part 1]

Cliffs Natural Resources Inc (NYSE:CLF) is a cigar butt that's for sure. The company's shares have collapsed since 2009, falling 38%, excluding dividends, while over the same period the S&P 500 (INDEXSP:.INX) has jumped 95%. Over the same period the company has gained a terrible reputation for misallocating capital and instigating [...]

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Triangle Petroleum: Finding Value In The Shale ‘Bubble’

There's no doubt that the U.S. shale oil boom is an overcrowded trade, and for investors seeking value, there are few opportunities to take advantage of in the sector. However, there is one domestic oil producer that has recently caught my attention; Triangle Petroleum. Triangle Petroleum Corporation (NYSEMKT:TPLM) is essentially [...]

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Triangle Petroleum: Finding Value In The Shale 'Bubble'

There's no doubt that the U.S. shale oil boom is an overcrowded trade, and for investors seeking value, there are few opportunities to take advantage of in the sector. However, there is one domestic oil producer that has recently caught my attention; Triangle Petroleum. Triangle Petroleum Corporation (NYSEMKT:TPLM) is essentially [...]

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The 52-Week High List And Value Investing

Many value investors, myself included, tend to shy away from buying stocks which have risen significantly from their lows, or are trading at 52-week highs. It takes time to get over the psychological barrier that prevents many investors from buying a stock when it is printing new highs. However, there [...]

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Carriage Services, Inc. (CSV): Attractive investment In Deathcare

There are only two certainties in life, death and taxes, which makes the deathcare industry a perfect place to invest. The deathcare industry within the U.S. is highly fragmented, although there are three publicly traded players. Service Corporation International (NYSE:SCI) is the industry's largest player, followed by StoneMor Partners L.P. (NYSE:STON) [...]

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Do Buybacks Destroy Shareholder Value? [ANALYSIS]

There is nothing that divides the investment community more than share buybacks. However, despite the wealth of information, and studies on the benefits/drawbacks of repurchases, a solid universal conclusion has remained elusive. Opposition to buybacks In the UK, buybacks are generally considered a waste of shareholder funds. British investors prefer their investments [...]

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Finding Value In China A Shares

Last week the Financial Times published an article entitled "Look for value trades in emerging markets" highlighting the apparent mispricing between Chinese A shares traded in mainland China, and H shares, quoted in Hong Kong. The A share market is largely restricted to domestic investors, access is only granted to [...]

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Is There Any Value Out There?

There are very few value opportunities left in this market. However, there are still opportunities out there to be found if you put in the work and are willing to take on the risk. Surprisingly, there is still value to be found in the large cap. section of the market. [...]

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P/E Versus The EV/EBITDA

I have noticed, that with merger mania in full swing, Wall Street is turning to increasingly disjointed and exotic valuation metrics in order to justify the high valuations, (by value investing standards) that are now being placed on many stocks. None of these is more prevalent and suspect than the [...]

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Are Offshore Drillers As Valuable As They Seem?

Offshore drillers, Diamond Offshore Drilling Inc (NYSE:DO), Transocean LTD (NYSE:RIG), Seadrill Ltd (NYSE:SDRL), Rowan Companies PLC (NYSE:RDC), ENSCO PLC (NYSE:ESV), Atwood Oceanics, Inc. (NYSE:ATW) and Ocean Rig UDW Inc (NASDAQ:ORIG), have not had a good year to date. The offshore drilling sector is heading into a two year slowdown as [...]

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