Blogs about: Security Analysis
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Dominion Homes Takes Buyout Over Bankruptcy
On September 10, 2007 I wrote an article about Dominion Homes, the struggling homebuilder based out of Ohio. The company was highly leveraged, had close to no cash on the balance sheet, and owned rou… more →
V A L U E S E E K E R . N E T
3rd Annual SARMA Conference: Mark Randol, Domestic Intel and Counter Terrorism Specialist, CRS
russwbeck wrote 2 weeks ago: I wanted to write up a post while I was here at the 3rd Annual Security Analysis and Risk Management … more →
An Introduction
Kurt wrote 1 month ago: First off welcome to the site. Invest in Value is a site that is meant to hold any opinions I may ha … more →
Whither the Economy?
— 3 comments
widemoat wrote 4 months ago: Over the weekend, I was paging through Graham and Dodd’s Security Analysis (5th edition, authors Cot … more →
What Makes a Good Business?
widemoat wrote 4 months ago: Seth Klarman, clearly one of our favored sources of investing insight, recently took up the task of … more →
Valuing long-term and fixed assets
— 6 comments
greenbackd wrote 5 months ago: We’ve recently received several questions about our valuation methodology. Specifically, reade … more →
Looking Back at Benjamin Graham's Lectures - 1946 & 1947
The Guru Investor wrote 6 months ago: Diehard value investors will appreciate the transcripts of lectures featured in “The Rediscove … more →
Meadow Valley Corporation (MVCO): Arbitrage Opportunity
— 8 comments
Cogitator wrote 6 months ago: U P D A T E On February 2, 2009, Meadow Valley completed its going private transaction at $11.25 per … more →
Mumbai Attacks Video
Admin Political Analyst wrote 7 months ago: … more →
Vigorish.wordpress.com
Cogitator wrote 7 months ago: Vigorish.wordpress.com is a private forum detailing arbitrage and hedging opportunities in equities, … more →
Pershing Square Q3 2008 Investor Letter
— 2 comments
Cogitator wrote 7 months ago: These are extraordinary times particularly for active participants in the capital markets. While I … more →
Target Corporation (TGT): Deep Value Case Study
— 7 comments
Cogitator wrote 8 months ago: Deep Throat: I don’t really like Target, which Derek said to look into. Retail’s gonna b … more →
The Bodyguard meets Jack Bauer
Lucy Buck wrote 8 months ago: Today I received our Risk Assessment and Security Analysis from Will Geddes of the ICP Group. I … more →
Relative Value Arbitrage: An Academic Paper
— 1 comment
Cogitator wrote 9 months ago: The relative value arbitrage technique detailed in this paper has yielded 11% per annum. It requires … more →
Highlights From Security Analysis Sixth Edition: Seth Klarman & David Abrams
Cogitator wrote 9 months ago: The sixth edition of Security Analysis is a strange amalgamation of Graham’s original work (st … more →
Lehman Brothers Preferred (LEH-PG): Deep Value Opportunity
— 2 comments
Cogitator wrote 9 months ago: U P D A T E It was confessedly speculative to infer that Lehman Brothers would be purchased simply b … more →
The "Missing" Berkshire Hathaway Letters (1969-1976)
— 8 comments
Cogitator wrote 10 months ago: There is a conspicuous gap between the last Buffett Partnership letter, written in 1969, and the fi … more →
Relative Value Strategies & Market Efficiency
— 3 comments
Cogitator wrote 10 months ago: Recently I studied the prospectus for Royal Dutch’s 2005 exchange offer. On page 47 it reads: … more →
Deficiencies of the Valuation Approach: IndyMac Bank Failure
Cogitator wrote 11 months ago: The basing of investment upon valuation will often lead to absurdities. Not only are some companies … more →
Benjamin Graham
anomtea wrote 12 months ago: Benjamin Graham adalah seorang keturunan yahudi. Nama belakang yang asli adalah Grossbaum. Lahir di … more →
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