Parsad Posted October 29, 2010 Share Posted October 29, 2010 Not sure if this was mentioned previously anywhere here, but this is a fantastic website that collates all filings, newsletters, etc for value investors. Thanks Glen for telling me about the link! Cheers! http://www.dataroma.com/m/home.php Link to comment Share on other sites More sharing options...
Guest Posted October 29, 2010 Share Posted October 29, 2010 That is pretty nice sit. Thanks for sharing, Sanjeev. I like http://www.cornerofberkshireandfairfax.ca/forum a bit more, though. :) Link to comment Share on other sites More sharing options...
Myth465 Posted October 29, 2010 Share Posted October 29, 2010 That is pretty nice sit. Thanks for sharing, Sanjeev. I like http://www.cornerofberkshireandfairfax.ca/forum a bit more, though. :) Lol I agree, Thanks again for the link. I prefer the layout compared to Guru Focus. Link to comment Share on other sites More sharing options...
gaf63 Posted October 29, 2010 Share Posted October 29, 2010 Sanjeev, thanks for the site, much easier than using NASDAQ info on share holdings, plus easier to read Link to comment Share on other sites More sharing options...
Zorrofan Posted October 29, 2010 Share Posted October 29, 2010 Sanj - another great find! Do you ever rest? ;D cheers Zorro Link to comment Share on other sites More sharing options...
CONeal Posted October 30, 2010 Share Posted October 30, 2010 Sanjeev, Is it possible to have a place here where all recommended web sites can be stored in one place? This would make it easier to find good sites related to investing. Suggestion: making a permeant post at the top of the general discussion page. Link to comment Share on other sites More sharing options...
saumil Posted October 30, 2010 Share Posted October 30, 2010 I thought of pushing my site also in the list :) http://warrenbuffettresource.wordpress.com/ :) saumil Link to comment Share on other sites More sharing options...
biaggio Posted October 30, 2010 Share Posted October 30, 2010 I thought of pushing my site also in the list :) http://warrenbuffettresource.wordpress.com/ :) saumil Pretty good thanks for posting...I have wanted to read that Forbes issue you have posted Link to comment Share on other sites More sharing options...
shalab Posted October 30, 2010 Share Posted October 30, 2010 http://www.dataroma.com/m/home.php Thank you Sanjeev for this pointer - it is in my to read list. http://warrenbuffettresource.wordpress.com/ Nice site, very informative, I must say this is better than Schroeders - thank you for sharing. Link to comment Share on other sites More sharing options...
saumil Posted October 30, 2010 Share Posted October 30, 2010 Thanks shalab!! Lots of man hours have gone in adding contents of the site.! http://www.dataroma.com/m/home.php Thank you Sanjeev for this pointer - it is in my to read list. http://warrenbuffettresource.wordpress.com/ Nice site, very informative, I must say this is better than Schroeders - thank you for sharing. Link to comment Share on other sites More sharing options...
ericd1 Posted November 1, 2010 Share Posted November 1, 2010 Dataroma is great - thanks Parsad for sharing In a similar vain there's Mebane Faber's blog and website AlphaClone... AlphaClone is a paid site with info I presume similar to Dataroma...Faber wrote the Ivy Portfolio...which I personally believe offers a solid investment strategy if you're not a great stock picker...He also is behind a new TAA ETF - GTAA...which is based on the Ivy Portfolio strategy. http://www.mebanefaber.com/2010/10/29/what-hedge-fund-managers-are-killing-it-this-year/ http://alphaclone.com/ http://www.forbes.com/forbes/2010/0830/markets-intrinsic-value-mebane-faber-piggyback-buys.html Faber's research suggests simply following some of the investment greats picks (via SEC filings) can provide superior returns. As detailed on my AlphaClone.com website, simply buying Baupost's biggest 20 stock picks with equal weights and rebalancing the portfolio quarterly would have resulted in a return of 14.4% per year over the decade through last December, versus --1% for the S&P 500 Obviously a good place to look for ideas...but has anyone tried to use a "clone" strategy? Link to comment Share on other sites More sharing options...
beerbaron Posted November 1, 2010 Share Posted November 1, 2010 In my experience Baupost is hard to follow. In my experience I could not see where he got it's huge margin of safety. Last time I reviewed a company called AOI, they are the 2nd largest tobacco processor. I believe the thesis was that you just could not reproduce a second largest tobacco producer for 300M$, therefore it was worth more. Highly levered company so if there is liquidation you might end up with more then what you initially paid. So after 20 hours of research and re-reading Margin of Safety I still could not be sure exactly why he bough it. BeerBaron Link to comment Share on other sites More sharing options...
turar Posted November 1, 2010 Share Posted November 1, 2010 Yeah, having the same issue with VSAT, which is now their largest equity holding. Can't figure it out, but they must think it's cheap. Link to comment Share on other sites More sharing options...
alpha231616967560 Posted November 1, 2010 Share Posted November 1, 2010 I have also spent some time looking at Baupost's purchases/ holdings. If you listen to Klarman's interviews (few though they are), he talks about one of the advantages at Baupost as the ability to decipher very difficult situations or to spot hidden value where others do not (or will not spend the time to do so). He is more of a "balance sheet" value investor as opposed to Buffett (and most of those who try to emulate him), who is more of a "cash flow" value investor. The latter is much easier to reverse engineer because it's all there in black and white. My observation in "balance sheet" value investing is that the trick is to accurately assess the value of corporate assets and then put your money where your mouth is based on that assessment. This won't necessarily be reflected in the SEC filings. Link to comment Share on other sites More sharing options...
beerbaron Posted November 1, 2010 Share Posted November 1, 2010 I have also spent some time looking at Baupost's purchases/ holdings. If you listen to Klarman's interviews (few though they are), he talks about one of the advantages at Baupost as the ability to decipher very difficult situations or to spot hidden value where others do not (or will not spend the time to do so). He is more of a "balance sheet" value investor as opposed to Buffett (and most of those who try to emulate him), who is more of a "cash flow" value investor. The latter is much easier to reverse engineer because it's all there in black and white. My observation in "balance sheet" value investing is that the trick is to accurately assess the value of corporate assets and then put your money where your mouth is based on that assessment. This won't necessarily be reflected in the SEC filings. So, were you successful at finding the undervalued part of the security you analyzed? BeerBaron Link to comment Share on other sites More sharing options...
alpha231616967560 Posted November 2, 2010 Share Posted November 2, 2010 So, were you successful at finding the undervalued part of the security you analyzed? BeerBaron EXXI is the one that I've spent the most time on. They are a GOM gas and oil production company that Baupost bought a small stake in in Q210. The value opportunity on this one was basically due to events in the gulf with the moratorium, etc. It is up 60% since then... Link to comment Share on other sites More sharing options...
saumil Posted November 2, 2010 Share Posted November 2, 2010 Hi Check this site also - http://www.capitalideasonline.com/ and Barel Karsan - http://www.barelkarsan.com/ -saumil Link to comment Share on other sites More sharing options...
beerbaron Posted November 2, 2010 Share Posted November 2, 2010 So, were you successful at finding the undervalued part of the security you analyzed? BeerBaron EXXI is the one that I've spent the most time on. They are a GOM gas and oil production company that Baupost bought a small stake in in Q210. The value opportunity on this one was basically due to events in the gulf with the moratorium, etc. It is up 60% since then... Sweets congrats Link to comment Share on other sites More sharing options...
saumil Posted November 9, 2010 Share Posted November 9, 2010 Seth Klarman resources site - http://valuestockplus.net/seth-klarman/ hope all like it -saumil Link to comment Share on other sites More sharing options...
biaggio Posted November 9, 2010 Share Posted November 9, 2010 Seth Klarman resources site - http://valuestockplus.net/seth-klarman/ hope all like it -saumil Thanks saumil, just had a quick peak, look forward to reading site. Internet is amazing Link to comment Share on other sites More sharing options...
berkshiremystery Posted November 9, 2010 Share Posted November 9, 2010 may I suggest "FundsVille.com", it's a great site for tracking institutional portfolios like Baupost, Pabrai or Fairfax et al Enjoy :) FundVille.com Track 3000+ Hedge Funds & Institutional Portfolios http://www.fundville.com/ Baupost http://fundville.com/fund/271/BAUPOST-GROUP-LLC-MA Pabrai http://fundville.com/fund/2032/PABRAI-MOHNISH Appaloosa Mgmt. http://fundville.com/fund/108/APPALOOSA-MANAGEMENT-LP Fairfax Financial http://fundville.com/fund/932/FAIRFAX-FINANCIAL-HOLDINGS-LTD--CAN Link to comment Share on other sites More sharing options...
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