Category Archives: Value Investing

Notes from the Cincinnati CFA Value Investing Panel- 10/11/11

On Tuesday, October 11th, I attended a Value Investing Panel sponsored by the CFA Society of Cincinnati.  The event, moderated by Chris Meyer of the Fund Evaluation Group, featured renowned small cap investor John Rogers of Ariel Investments and James … Continue reading

Posted in General, Philosophy, Value Investing | Tagged , , , , , | 1 Comment

ITT: Three Good Companies, One Low Price

In February, I wrote a post on the conglomerate ITT (ITT)and its spinoff plan into three separate companies, Defense, Water, and Industrial Products.  The market loved the announcement, sending shares of the company from $51 to a high of $64. … Continue reading

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Mergers, Activist Widows, and Piles of Cash: An Update on 2 NCAV Stocks

Investing in companies selling at a discount to their assets requires a keen eye to monitor ongoing events. In March, I posted about 3 stocks selling below their NCAV.  Since then, two of the stocks have had significant developments. At … Continue reading

Posted in General, Stock Analysis, Value Investing | Tagged , | 2 Comments

Sick Baby Friday Linkfest

Staying up with a sick baby has put a serious crimp on my blogging plans this week, but it certainly doesn’t stop others from some excellent writing. Here are some of my favorite reads from the past week: 60 Minutes … Continue reading

Posted in Linkfest, Value Investing | 3 Comments

Why another value investing blog?

Warren Buffett once wrote that investment students only needed two well-taught courses: How to Value a Business, and How to Think About Market Prices. When I read most of the “analysis” posted online I see very little understanding of those … Continue reading

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