Ben: Value One-Pagers For sure, some names I'm in rn

SSIC
CEAD
LTRY
AGAE
LGMK
LGL
ASTC
GIGM
EVOL
NNDM

I did 140% on IONI earlier this year took profit.

Then 140% on LTRY and sold half. It's back to my cost basis now so I bought more.

Ina - Black, Homeless & On Crack Ben: Value One-Pagers do you know what tracking error means?

Lionheart Investing Thank you. Very kind

Klaus Frommert Value Don't Lie Hi - would you be so kind please to point me to a study/studies to confirm your final sentence about negative earning firms? Thank you

Lionheart Investing Ah wow, a lot of effort. Was curious to know if you used certain screeners or services; I know Tikr, Stockopedia and some others have them. Also paid services like Net Net Hunter. Or if you have any luck filtering with P/B or negative EV first etc. Thanks for responding.

LifeHack #6391 Ina - Black, Homeless & On Crack And doesn't really need 200. 25 removes vast majority of market risk, reduces fees and... If lower down the value scale should improve returns. Cheers

Ina - Black, Homeless and On Crack Ben: Value One-Pagers It also has a market capitalization minimum that takes away all the really good stuff

Hidden Value Gems £958 a ticket... Crikey. Hardly inclusive is it..

Not sure it aligns with the typical frugile value investor mindset!

Ben: Value One-Pagers No problem. If u find any new names plz pass them back on 😂

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Lionheart Investing I hold ScS sofas in the UK. £75m cash to £55mcap.

You need to try some of these!! 😱

Reflecting, connecting and summarizing our learning this semester through #onepagers @hcsd_ilc

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Lionheart Investing Yeah would be appreciated. Keen to study some live cases to get a feel. I recently bought NNHs book off Amazon too - going to give it a read soon.

Joe Value Did a quick twitter search for $PSH given its now nearly 37% discount to NAV and this popped up... I'm trying to reduce positions rather than add more, but it looks interesting.

LifeHack #6391 Ina - Black, Homeless & On Crack Can you provide empirical evidence or data please?

LifeHack #6391 Ina - Black, Homeless & On Crack They're hand selected, and full of human decisions along the way. Very different from a randomly selected 25 that are not bought/sold/tinkered. Of course there will always be deviations from the mean. Anyway my point was, if the strategy is buying cheap.. It'll work with 25...

Just recorded a great interview with Ben: Value One-Pagers

Will be split into two parts about an hour long each, will probably release them in a few weeks

Would strongly recommend once released

Ben: Value One-Pagers Ina, The Upperclass Nigger 2/ I also agree with Ina here. Relying on 1 year earnings is incredibly dangerous particularly for cyclical companies. Greenblatt's ROIC in MF is also only based on the previous year, leading you to buy many cyclicals. Book Value is not perfect but it fluctuates far...

Mr Burry bought $baba, $pacw and a few other regional banks I hold. You should never copy 'super investors' but sometimes it's undeniably comforting when you're aligned with those you like.

Lionheart Investing May I ask your primary resources for finding net nets? Thanks

Ina - Black, Homeless and On Crack I dont disagree, but a basket of 25 removes most the volatility and idiosyncratic risk but should come with the upside of a few extra % a year - especially if you get lower down the percentile scale. Studies show that EV/EBIT performs better. Interested in your take on that?