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EBIX: Better Timely Than Good
“It’s better to be timely than good.” -Shane Battier, in a post game interview last Thursday after hitting six 3-pointers to help the Heat win game 7 over the Spurs to take their second straight NBA...
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Investing in Undervalued Themes-Gold Miners Thesis Part 1
A few weeks back I wrote a post discussing some general areas where you might be able to find some undervalued ideas. I always approach investing from a bottom up perspective, meaning I’m looking for...
View ArticleSome Thoughts on Cheap Stocks-Gold Miners Thoughts Part 2
In my last post I began writing down some thoughts on gold and why I think that generally speaking, there are some undervalued stocks in the group. Today I’ll talk some more about mining stocks, and...
View ArticleI Like Cheap Stocks-Gold Miners Thoughts Part 3
I didn’t think I’d be writing three posts about mining stocks (I never thought I’d write one post about them actually), but I’ve spent some time looking at them, and have invested small positions in a...
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Strayer Education (STRA): A Bright Spot in a Dark Industry
Last week I bought Strayer Education (STRA). I think the stock is unduly cheap. The company has a market cap around $475 million, but has generated $71 million in free cash flow in the last 12 months...
View ArticleA Few More General Thoughts on the Miners
I’ve received a lot of emails about the posts I did regarding my thoughts on the precious metal miners. As I mentioned in one of the posts, that industry is one that contains many passionate opinions,...
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Aeropostale (ARO) Might Offer Turnaround Value
Sometimes in life you’re timing is great. Other times, it can be uncannily poor. But such is life, and such is investing. It keeps things very interesting and fun. Over the past week, I’ve been...
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Some Notes on Strayer’s Cost Cutting Plans
Strayer had their quarterly earnings announcement yesterday morning and there were a couple interesting announcements. Someone asked me for a comment on the report. I listened to the call this morning...
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Barnes and Noble–A Bargain Hiding in Plain Sight?
Joel Greenblatt, in one of my favorite books on investing, said the following: “The reason why major corporate restructurings may be a fruitful place to seek out investment opportunities is that...
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Markel (MKL): A Compounding Machine
“Our financial goals are to earn consistent underwriting profits and superior investment returns to build shareholder value” – Markel 2013 Annual Report Markel is an outstanding business currently in...
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