Old School Value
Blog URL http://www.oldschoolvalue.com
Located Seattle, Washington USA
Tags value investing, stock analysis, special situation, intrinsic value, spreadsheets
Helping you to invest independently and smartly in the market. Value Investing based on Graham, Fisher and Buffett. Includes special situations, arbitrage, spin offs, stock analysis and financial spreadsheets.
Latest Blog Posts
- Investing Book Review: Why are we so clueless about the stock market on Nov 18, 2009 in Book Reviews Featured THOR BNI MHH WFC MCO
Investment Book: Why are we so clueless about the stock market Many people are clueless about the stock market. I was as well in the beginning. I didn’t know where or how to start. Considering the amount of noise in the media and people floggi...
- 2009 Best Small Companies Part 2 on Nov 16, 2009 in Featured Ideas DLB JOSB SYNA MIDD CPLA
This is a continuation of the series of valuing each of the 200 Forbes Best Small Companies 2009 Forbes 200 Best Small Companies Part 1 In this list, I’ll list up the valuation results of companies 11-34 from the stock value spreadsheet. You ca...
- 2009 Forbes Best Small Companies Part 1 on Nov 11, 2009 in Featured Ideas APEI RAX LHCG GMCR TRCR QSII ASEI LL NVEC ALGT
2009 Forbes 200 Best Small Companies It’s finally that time of year again where I go through 200 companies that made it to Forbes 200 Best Small Companies list. There has been a big shuffle this year with 71 companies from last year falling out...
- Insmed Q3 Net Net Stock Analysis and Valuation on Nov 9, 2009 in Featured Stock Analysis INSM FOB MHH
Insmed Inc continues to be a Benjamin Graham Net Net stock. As I mentioned in my October portfolio update, I was waiting for the quarterly results to be released before I took further action. INSM Still a Net Net Stock After a full quarter, INSM stil...
- Warren Buffett’s BNI Intrinsic Value Calculation on Nov 6, 2009 in Featured Stock Analysis ETN BNI
I’ve been hearing a lot about Buffett’s purchase of BNI. Whether the choice of a partial stock deal means that Buffett considers Berkshire shares to be overvalued, or whether Buffett is going “all in” in American stocks and c...
- Portfolio Performance October 2009 on Nov 3, 2009 in Portfolio INSM DCU EMMS IGOI MHH ATW
Old School Value Stock Portfolio Performance October 2009: S&P -1.98% October 2009: OSV 10.18% October was certainly an eventful month, but overall, I am happy that I did not lose money. Rule #1: Never lose money Rule #2: Never forget rule #1 W...
- Value Stock Mastech Holdings Misunderstood on Nov 2, 2009 in Featured Stock Analysis MHH
On October 28, MHH was subject to a 20% drop during the day after earnings was released. Looking at the results of the Q3 financial reports, I see a company that is continuallying improving its business and strengthening itself. But Wall Street think...




