Stock Analysis

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[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap

by scuttleblurb | 2017-09-08

$FAST

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[TRIP – Tripadvisor] Good Asset, Fumbled Monetization Strategy

by scuttleblurb | 2017-08-09

$MSTR

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Compagnie Lebon SA - LBON:France

by Alluvial | 2017-07-05

$LBON

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Thoughts on Advanced Emissions Solutions - ADES

by Alluvial | 2017-06-29

$ADES

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Ocean Yield ASA - OCY:Oslo / OYIEF:OTC

by Alluvial | 2017-06-05

$OCY.OL

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Berkshire Meeting Notes - Daily Improvement, Business Evolution, and Investment Strategy

by Base Hit Investing | 2017-05-11

$BRK.A

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[LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic

by scuttleblurb | 2017-04-12

$LYV

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Parks! America - PRKA

by Alluvial | 2017-03-13

$PRKA

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Charlie Munger's Most Important Concept (Takeaways from the DJCO Meeting)

by Base Hit Investing | 2017-02-27

$DJCO

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A Post-Mortem on Armanino Foods - AMNF

by Alluvial | 2017-02-06

$AMNF

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Steel Excel is an Attractive Special Situation - SXCL

by Alluvial | 2016-12-29

$SXCL

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Falling Peso Benefits Rassini SAB de CV

by Alluvial | 2016-12-21

$RASSINI.MX

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NYC Trip and Coats Group Plc - LSE:COA

by Alluvial | 2016-12-03

$COA.L

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Transactions Costs, Amortization Disguising Earnings Power at Alerus Financial - ALRS

by Alluvial | 2016-10-11

$ALRS

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Flughafen Wien AG

by Alluvial | 2016-09-26

$FLU.VI

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Kaanapali Land - KANP

by Alluvial | 2016-08-05

$KANP

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Urbana Corp. - URB.TO, URB-A.TO

by Alluvial | 2016-07-28

$URB.TO

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Notes on Credit Acceptance Corp (CACC)

by Base Hit Investing | 2016-07-25

$CACC

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Quarterly Letter and a Wilhelmsen Update

by Alluvial | 2016-06-13

$WAWI.OL

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Rand Worldwide Revisited - RWWI

by Alluvial | 2016-05-25

$RWWI

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Apple vs. Exxon Mobil

by Base Hit Investing | 2016-05-16

$AAPL

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InterGroup, Santa Fe, Portsmouth - Odd Structure, Significant Value

by Alluvial | 2016-05-06

$INTG

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Gale Pacific Ltd - ASX:GAP

by Alluvial | 2016-04-29

$GAP

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Berkshire Hathaway is Safe and Cheap

by Base Hit Investing | 2016-03-23

$BRK.A

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Comments on Mistakes and Buffett's Original Berkshire Purchase

by Base Hit Investing | 2016-03-07

$BRK.A

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Some Notes on Fastenal's Results

by Base Hit Investing | 2016-01-20

$FAST

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Valeant, Short Selling, and the Too-Hard Pile

by Base Hit Investing | 2015-12-06

$BHC

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Wells Fargo and the Incredible Predictability of Deposit Growth

by Base Hit Investing | 2015-11-04

$WFC

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Global Ports Investments Plc - GLPR:London

by Alluvial | 2015-10-29

$GLPR

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Keweenaw Land Association - KEWL

by Alluvial | 2015-10-23

$KEWL

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Thoughts on Fastenal

by Base Hit Investing | 2015-10-14

$FAST

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A Boston Real Estate Empire at a Discount - New England Realty Associates, LP: NEN

by Alluvial | 2015-09-29

$NEN

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The Fight for Warrnambool - WCB:ASX

by Alluvial | 2015-09-23

$WCB

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Undervalued Quality - Nathan's Famous Inc.

by Alluvial | 2015-09-04

$NATH

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Granite City Food & Brewery Explores a "Strategic Transaction" - Will Shareholders Benefit?

by Alluvial | 2015-02-18

$GCFB

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GTT Communications, Inc. - GTT

by Alluvial | 2015-02-08

$GTT

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Sears and Seven-Foot Hurdles

by Base Hit Investing | 2015-01-20

$SHLDQ

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BFC Financial/BBX Capital Part Two – Value in Complexity

by Alluvial | 2014-12-23

$BBXIA

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BFC Financial/BBX Capital Part One - Value in Complexity

by Alluvial | 2014-12-17

$BBXIA

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What's Up With Awilco Drilling?

by Alluvial | 2014-12-08

$AWLCF

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Some Thoughts on Markel's Intrinsic Value

by Base Hit Investing | 2014-12-02

$MKL

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Rand Worldwide, Inc. - RWWI

by Alluvial | 2014-10-24

$RWWI

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Importance of ROIC Part 5: A Glance at the Last 42 Years of Wells Fargo

by Base Hit Investing | 2014-10-10

$WFC

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One for the Watchlist - Elders Ltd.

by Alluvial | 2014-09-29

$FTZ.F

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Paul Mueller Company's Ongoing Recovery - MUEL

by Alluvial | 2014-09-08

$MUEL

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Havyard Group ASA - Overlooked Recent IPO: HYARD.NO

by Alluvial | 2014-08-27

$NO0010708605.SG

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Capital Drilling - CAPD:L

by Alluvial | 2014-08-08

$CAPD

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Pope Resources Offers Cheap Inflation Protection: POPE

by Alluvial | 2014-07-21

$POPE

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Teak Holz International AG - Vienna Exchange: TEAK

by Alluvial | 2014-06-14

$TEAK

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Pental Limited - PTL:ASX

by Alluvial | 2014-05-16

$PTL

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