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    Wednesday, November 29, 2017

    Value Investing What to Worry About in This Surreal Bull Market

    Value Investing What to Worry About in This Surreal Bull Market


    What to Worry About in This Surreal Bull Market

    Posted: 28 Nov 2017 01:39 PM PST

    Q4 2017: What's your favorite company right now and why?

    Posted: 28 Nov 2017 11:39 AM PST

    Thinking of asking this question every quarter. Just to see what people are looking at and starting discussion. That said, What's your favorite company and why. Feel free to add a Dropbox link for a longer write up and excel sheets. However, try to keep your argument to two pages. I'll upload my thoughts later.

    submitted by /u/DylonDylonDylon
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    What is the best free stock screener in your opinion ?

    Posted: 28 Nov 2017 07:06 PM PST

    I used to use google finance but it's u reliable and glitchy anymore. Yahoo is too complicated and crashes constantly. What are your best screeners?

    submitted by /u/castor_troy24
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    SCREAMING ABOUT STOCKS INTO A WELL: A TEXT ADVENTURE

    Posted: 28 Nov 2017 07:52 PM PST

    Some interesting financial history pieces here

    Posted: 29 Nov 2017 02:10 AM PST

    Gran Colombia Gold (GCM.TO / TPRFF)

    Posted: 28 Nov 2017 09:43 PM PST

    I'm finding lots of value in the commodity space right now. GCM is a gold stock with production in Colombia.

    The short story is that based on production and guidance, the company should be able to make US$25m EBITDA in Q4 at the current gold price with an EV of US$160m.

    Lots of background here: http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/gcm-to-gran-colombia-gold-corp/90/

    Also, the company's website is useful.

    submitted by /u/Safety_numbers
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    Tech/Media Equity Research Analyst Opening (Chicago/Buyside/Long Only)

    Posted: 28 Nov 2017 04:28 PM PST

    Hello ladies and gentlemen. It's time for me to give back to one of my favorite subs!

    My firm has an immediate opening for a Tech/Media Equity Research Analyst.

    Buyside, long only, good track record, good compensation, AUM >$10b.

    Style: Core/Growth

    Location: Chicago, IL

    Experience: 5+ Years

    Required: CFA

    Please send your resume (cover letter optional but helpful) to

    techanalystchicago@gmail.com

    Please share this info with anyone who might be interested - thanks!

    submitted by /u/911_Capital
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    Your most appraised industry periodicals

    Posted: 28 Nov 2017 07:51 AM PST

    What industry publications do you regularly read, because they add value (and not because the entire street may read them)? Curious to hear, also, whether any of them are free.

    Thanks

    submitted by /u/sjulz31
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    Q&A: Why a Value Investor Decided to Buy Bitcoin - Barron's

    Posted: 28 Nov 2017 11:52 AM PST

    Active vs. Passive vs. Amazon et al.

    Posted: 28 Nov 2017 08:09 AM PST

    Lessons From Successful Turnarounds

    Posted: 28 Nov 2017 07:43 AM PST

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