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Tag Archives: Oddball Stocks

Livermore Investments (II)

10 Friday Aug 2012

Posted by Wexboy in Uncategorized

≈ 2 Comments

Tags

catalyst, delisting risk, intrinsic value, investment companies, Livermore Investments, MBO, NAV discount, Oddball Stocks, Owner-Operator, portfolio allocation, principal-agent problem, Richard Beddard, risk management, share buyback

Continued from here.

…We also have the elephant in the room – insider ownership! With the share buybacks, insiders now own 84.6% of Livermore! Gulp…

Jesus! Investors would normally be diving for the exits, at any price, based on the potential de-listing threat this represents… LIV’s actually defied this by marching ever higher. So much so, LIV was recently forced to announce they knew of no non-public reason for the sharp price increase (22% in a single day!). Was this sharp jump the drying up of supply in the face of share buybacks, an abrupt switch in market-maker/investor sentiment, or on the back of a genuine market rumour? Well, the takeover of an investment company by management is relatively rare… And an actual de-listing rumour usually seems to prompt selling, not buying, as it appears to terrify most investors…

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Good Show, Chaps!

17 Thursday May 2012

Posted by Wexboy in Uncategorized

≈ Comments Off on Good Show, Chaps!

Tags

All the Devils Are Here, Altman Z-score, Bethany McLean, catalyst, Clinton Cards, How to Make Money in Value Stocks, Luddites, Margin of Safety, Oddball Stocks, Pink Floyd, Piotroski, stock screener, Stockopedia, Total Produce, value investing, value investing bloggers, Warren Buffett

I’m way behind a couple of other bloggers on this..! Stockopedia sent me a free copy of their new book, ‘How to Make Money in Value Stocks’, and invited me to look at their new website upgrades.

How could I resist taking a look when the book mentions Wexboy twice?! Maybe it will divert attention from my last book reference(s)… OK, Jeez, I’m kidding! At least I think so, bit hazy on some adventures! 😉 Quoting a Pink Floyd lyric was nice too – somewhat cancelled out by following up with a 50 Cent (sorry, Fiddy Cent) quote…

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