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Slow value investing & special situations by value and opportunity
A value investing blog featuring the latest news, insights & media from Forager Funds. With more »
Value Investing blog by Saj Karsan
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Analyzing undervalued and micro-cap value stocks and discussing strategies for finding these »
Help reading balance sheet! 
Andrew Beer on Masters of Business Podcast + Comments About his Hedge Fund Replication ETF DBEH. 
Trying to understand retail investor sentiment 
Long Thesis: Cartrack - A founder-led, market-leading, high-quality SaaS South African telematics business soon to list on the NASDAQ. 
Invertir en videojuegos con Andrei Trucmel 
Some links 
Why Grantham Says the Next Crash Will Rival 1929, 2000 
Bonfire of the Vanities 
The Complete List Of Q4 2020 Hedge Fund Letters To Investors 
CIM Commercial Trust: Proxy Fight, Possible Liquidation or Sale 
Bamboos Health Care Holdings 
Hybrid Electric Vehicles: A Stay of Execution for NiMH Batteries 
White House Commitment To Small Businesses Key To Solving Economic Crisis 
A Short List Of Stablecoins: Are They Worth It? 
Google Absurdly Suspended Keep Nine Ads 
Gold And Silver: With Some Price Variations, But Without Trend 
Installux Post Mortem 
Don’t Be a Sophist 
Why Do I Write a 27-page Letter To Clients 
A Sweet Investment 
Libros Recomendados para Aprender a Invertir en Bolsa 
How to Value a Company Like Dollar General (DG) 
Some links 
Book Review: “Seven Mistakes Every Investor Makes (and how to avoid them)” 
Chief Investment Officer Letter December 2020 
Build Wealth with Common Stocks 
Just EAT Takeaway.com – Just another roll-up or long term growth opportunity ? 
Resumen del Año 2020: Rentabilidad, Lecciones, Proyectos y Premios 
The Vintage Value Investing Portfolio 
Karsan Value Funds: 2020 Q4 Results 
A Shift in Perception Transforms Reality 
Forager’s 2020 Wrap Up 
Resumen del Mes – Diciembre 2020 
Warren Buffett’s Equity Bond Method Explained 
Year End 2020 Portfolio Review 
Forager’s 8 Best Blogs of 2020 
Consultorio Bursátil – Diciembre 2020 
A Promised Land