Why Models Beat Humans – What Works on Wall Street – James O’Shaughnessy

Johnny HopkinsJames O’Shaughnessy, Research, Resources2 Comments

(Image Credit, business.financialpost.com), One of the best value investors on the planet is of course, James O’Shaughnessy. James O’Shaughnessy, also known as Jim, is a Principal, and Chief Executive Officer at O’Shaughnessy Asset Management, LLC. He’s widely regarded as a pioneer in quantitative equity analysis. Jim and his team have identified … Read More

What types of stocks should you own, and when is the best time to sell – Leon Cooperman

Johnny HopkinsLeon Cooperman, Research, ResourcesLeave a Comment

(Image Credit, wsj.com) Leon Cooperman CFA, is another one of my favorite value investors. In 1967 he started with Goldman Sachs. He held a number of key positions in the firm, he was founder, Chairman and Chief Executive Officer of Goldman’s Asset Management division. For nine consecutive years while at Goldman Sachs, Cooperman was voted … Read More

Unloved micro-cap Wayside Technology Group Inc, strong balance sheet, solid free cash flow $WSTG

Johnny HopkinsStocksLeave a Comment

One of the stocks  currently listed in out Deep Value Small & Micro-Cap Screen is Wayside Technology Group, Inc. (NASDAQ:WSTG). Wayside offers an extensive line of products from leading publishers of software and tools for virtualization/cloud computing, security, networking, storage and infrastructure management, application life-cycle management and other technically sophisticated … Read More

What’s most often forgotten about one of the greatest Superinvestors – Charles Munger

Johnny HopkinsCharles Munger, Research, Resources2 Comments

(Image Credit, dealbook.nytimes.com) If you’re a value investing nut like me you’ll have read everything you can on Charles Munger, Warren Buffett, Rick Guerin, Tom Knapp, Ed Anderson, Stan Perlmeter, Bill Ruane and Walter Schloss. The so called “Superinvestors of Graham & Doddsville”. But, we often forget that these investing megastars had ordinary … Read More

How to Value a Company and, Everyone Should go Shark Fishing [metaphor] – Mario Gabelli

Johnny HopkinsMario Gabelli, Research, ResourcesLeave a Comment

(Image Credit, wsj.com) If you follow this blog regularly, you’ll know that I’m a big fan of The Columbia Business School and their student newsletters. These newsletters are an awesome resource for value investors. Every newsletter contains a number of interviews with some of the smartest value investors on the planet. … Read More

50 of the Best Value Investing Resources (plus a few more)

Johnny HopkinsResources1 Comment

(Image Credit, whytoread.com) People always ask me, what are my favorite investing resources. Things like articles, videos, bloggers, books etc. So today I’ve put together a list of 50+ investing resources that I’ve found very useful on my investing journey. It’s by no means complete but, it will give you a … Read More

FreightCar America, Inc. trading at a discount to its tangible book value $RAIL

Johnny HopkinsStocksLeave a Comment

Last week FreightCar America, Inc (NASDAQ:RAIL) released its Q2 2016 quarterly report. FreightCar is a diversified manufacturer of railcars and railcar components. The company designs and manufactures a broad variety of railcar types for transportation of bulk commodities and containerized freight products primarily in North America, including open top hoppers, covered hoppers … Read More