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Kickstarter campaign to republish classic 1955-66 book series on special situations value investing

Maurece Schiller invented special situations investing 50 years before Joel Greenblatt’s influential book. Help us recognize this unknown value investing pioneer and his work today! “Since special situations were in a sense created by myself, they were my life’s work and I knew all about them, I decided to write about them.” Maurece Schiller, 1959 […]

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Investment Analysis: Input Capital (INP.V) – 1 Year Later – An Annual Review

Part 3… Editors Note: While I initially started cobbling together part 3 a couple of weeks ago prior to the January 6th press release (see the link below), unfortunately the stock proceeded to shoot up ~15% on something like 10x the average daily volume on the news. Yet given an inexplicable 8% selloff a few days […]

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Investment Analysis: Input Capital (INP.V) – If You Build it, Farmers Will Come…

Now onto Part 2 of our ongoing series on Input Capital…   Editors Note: Like part 1, part 2 was originally authored in late 2013 and is therefore dated. Nonetheless, it’s still a great piece for those looking to garner a number of unique qualitative insights into what makes Input special.      As Input […]

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Investment Analysis: Input Capital Corp (INP.V) – “A Field of Streams”

Editors Note: This is the first of a four part series on Input Capital, where the first three posts will be published today with the finale heading your way towards the end of next week. Note that the original thesis outlined below was purchased at C$1.59 in October of last year, with the second posted […]

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David Capital Partners Q4 Letter To Partners

After a year-long hiatus, Above Average Odds Investing is back. Our reasons are multifold (I missed you guys!), but for now just know that we’ve got some amazing bells and whistles coming down the pipe. Within the next 1-2 months the site will experience a dramatic overhaul that should usher in a new era for […]

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If your planning to go to the Berkshire Hathaway Annual Meeting the Yellow BRK’ers Meet and Greet is a great event for a first timer and anyone else: Berkshire Hathaway shareholders from all online communities are welcome to an unofficial gathering on Friday, May 3th, 2013. You are invited to join as fellow shareholders unofficially gather on Friday, […]

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Investment Analysis: Jamba Juice (JMBA) – Exponential Compundingon the Back of Healthy Living

Jamba Juice (JMBA) March 4, 2013 Action to take: Buy Jamba Juice (JMBA) up to $3.00 per share. Target: $8.00-10.00 per share over 3-5 years Synopsis: Jamba juice presents an opportunity to purchase a high quality owner operated compounding machine at a mid single digit multiple of YE 2013 owner earnings. With a current enterprise value of only […]

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Before we get into the performance I wanted to quickly discuss a few housekeeping notes. If you’d prefer to skip the background and head straight towards the results just click here. A couple of quick thoughts though before we delve into the numbers… First things first, I wanted to quickly thank all of the amazing […]

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Howard Marks: Ditto

Mark’s latest…

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Another fantastic read from Jim Grant

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