Weekend Exploring/Reading


Over the years, I’ve found that to understand social mood extremes has helped me identify and profit from market turning points, when used in conjunction with the Elliott Wave Principle and other technical analysis. At the 2000 and 2007 tops in developed stock markets, of course, there were plenty of socionomic clues.

I’d say the AOL/Time-Warner merger was one of the best, at the 2000 top. For me, it crystallized an extreme herding point of belief in new technology. In the run-up to the 2007 extreme, in 2006 in the UK, [lenders introduced] a mortgage loan that was dubbed “the mortgage that never dies.” The borrowers needn’t repay the loan and could simply pass it down to their children when they died. I remember thinking that such a manic belief in house prices and credit was just so extreme. Even compared with all else that was happening then, that was one of the all-time best examples of what extremes in social mood can produce. (Source: The Social Mood Conference)

Where I would like to work: https://careers.weissasset.com/  A quirky, eccentric value investing genius—Andrew Weiss.

http://www.thedailybell.com/28719/Anthony-Wile-Robert-Wenzel-on-His-Economic-Policy-Journal-Elite-Memes-and-the-Expanding-American-Empire  The battle between liberalism and totalitarianism.

http://www.frankvoisin.com/ especially this commencement speech by David Foster Wallace: http://www.frankvoisin.com/2013/02/24/david-foster-wallace-this-is-water/

www.greenbackd.com  What and where are the best value forums?

www.ClassicValueinvestors.com a blog on micro-cap value with teaching materials

http://wexboy.wordpress.com/2013/02/22/catalysts-a-summary-part-i-of-ii/  Catalysts to drive an investment


Resources (www.classicvalueinvestors.com)


Alex Bossert


Buying Value

Contrarian Value Investing

Fat Pitch Financials

Frankly Speaking

Joe Ponzio’s F Wall Street

Learn Stock Market Investing

Motiwala Capital

Old School Value

Simoleon Sense

Stock Market for Beginners

Street Capitalist

The Inoculated Investor

The Rational Walk

The Stock Advisors

Turnaround Investing

Value Huntr

Wide Moat Investing



Kinderhook Capital Management

Rutabaga Capital Management

Nantahala Capital Management

Baker Street Capital Management

Coghill Capital Management LLC

Moab Capital Partners LLC

Mangrove Partners Fund LP

Schultze Asset Management LLC

Raging Capital Management LLC

12 West Capital Management

Osmium Partners

Trigran Investments

Meson Capital Partners

Bares Capital Management

Bulldog Investors

Candlewood Investment Group

Indaba Capital Management

Venor Capital Management

Sagard Capital Partners

Greenwood Investments


Valuation Template

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