There’s a new value investing blog called “Moatology”. This post on Pulse Seismic is a good example of what the blog does best. Moatology brings you good businesses you haven’t heard of. If you’re looking for a value investing blog to add...
Someone who reads the blog sent me this email: I kind of understand the quantitative part of stock analysis (such as number crunching, valuation) but really struggle to understand the qualitative aspects which determine quality. What...
This post is going to be all about the new newsletter Quan and I just started. So, if a paid newsletter isn’t something you’re looking for right now – this post is going to be pretty boring for you. It’s also going to be pretty long. I...
Net Cash: $18 million Shares Outstanding: 7,992,106 Businesses “Duplication of printed communications and business forms for accounting paperwork systems and high speed reproduction of output copy produced by electronic...
Upon seeing that The Avid Hog is a monthly newsletter, someone asked this question: …how do you expect to find suitable candidates every month? Is the supply of good companies that large? The supply of good companies is enormous. If you...
Sample At The Avid Hog, we do not offer trial periods. Nor do we make old issues available for free. However, you may sample the current issue of The Avid Hog. Sampling is done on the honor system. You do not need to enter your credit...
This is a serious question. I’m probably not qualified to answer it, because I have a poor understanding of Pabrai’s investment approach. Here is the blog post that stumped me: The Pabrai funds invested in a basket of Japanese (net-nets)...
The Avid Hog is a monthly value investing newsletter written by Geoff Gannon and Quan Hoang. It is best suited for buy and hold investors looking for an above average business at a below average price. Each month, Geoff and Quan pick the...
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