Value Investing Journey Ranked One Of The Best Value Investing Blogs In The World

Value Investing Journey Ranked One Of The Best Value Investing Blogs In The World

Ranked One of the Best Value Investing Blogs In The World
Ranked One of the Best Value Investing Blogs In The World

Blogging is a lonely and isolating experience…but being listed and nominated as among the Best Value Investing Blogs In The World ignites and stimulates my mind to continue…

You sit behind your computer screen putting together what you think is useful and valuable content for weeks, months, or years and hope for the best.

Unless someone specifically comments or emails their positive feedback and/or questions you have no idea what people think of the content you put out.

And while nothing I do on this blog is for accolades it’s always nice to receive them.

Especially when the recognition is from another fantastic value investing site.

And I found out over the weekend that Value Investing Journey received a great accolade.

The team over at Valuewalk ranked Value Investing Journey as one of the best 60 value investing sites in the world.

The full article link is further below but first I’ll share the introduction to the list.

Every year Tobias and I sit down to pick out fifty of the best investing blogs on the planet. This list is by no means complete and is certainly not in any particular order.

If you’re an investor take some time to read through the great blogs on this list, they’ll provide you with an awesome starting point for your investing education.

If you think we’ve missed a great investing blog, stick it in the comments section below.

Here’s 50 of the best investing blogs on the planet for 2017, plus a couple more:

To view the full article and find some other fantastic value investing sites please click the following link.

2017 List of the Best Value Investing Blogs on the Planet.

Thanks a lot to the team of ValueWalk for considering Value Investing Journey one of the best value investing blogs in the world.  I deeply appreciate it.

ValueWalk Logo
ValueWalk Logo

P.S. Yes, I know I’m late to the party since this list released in May 2017 but I just found out about this article over this past weekend.

 

Portfolio Update and Weekend Reading Links

Portfolio Update – Sold Vivendi.  Now Portfolios Are 69% Cash.

I made a transaction for the first time in more than a year in the portfolios that I manage and wanted to update where those stand as of today.  I sold out of Vivendi today up 50% in the nearly 2 years that I held the company.  My reasons for selling were simple: 1) Vivendi was one of the first companies I bought into after I started doing actual company analysis and the thesis played out exactly as I had hoped it would.  They sold assets, paid down debt, and are in a much healthier position now going forward.  2) Going forward there is now too much uncertainty for me on what their plans are with their massive amount of cash they will soon be getting and I do not want to see a repeat of the early 2000’s acquisition spree that went horribly wrong.  3)  MOST IMPORTANT POINT.  I am now much more confident in my abilities to analyze companies for potential investment then I was two plus years ago when I bought Vivendi and think that I can do much better buying microcaps and/or special situations companies and want to be ready for any kind of market crash with a lot of cash in the portfolios.

The percentages below are the percentages (rounded) that make up the current portfolios.  Also, until the market drops significantly the make up of the portfolio below will likely remain intact until more companies become undervalued again and I can start buying again.

Cash – 69%

BOBS – 13%

PARF – 12%

CMT – 6%

Weekend Reading Links

The New York Times – Cocaine Incorporated.

A Wealth of Common Sense – Buffett’s Fourth Law of Motion; Your Behavior.

The Daily Galaxy – An absolutely amazing site if you love science, astronomy, exoplanets, and anything else having to do with space.

Financial Times – Rafael Nadal’s Key To Winning.

The Sova Group – Xoom Company Analysis.

East Asia Student – 10 Best Mandarin Learning Resources.

Walrus Value – Investment Booklist and Borrowing Hard To Find Books for Free.

Valuewalk – The Classic Shelby Davis Double Play.

JLCollinsnh – The Worst Possible Investment you Can Construct (Practicing Inversion).

MIT Technology Review – Scientific Thinking In Business.

 

Weekend Reading Links And First Case Study Incoming

The first value investment case study will be released this coming Monday and I hope that we can all learn something from it.  Until then on to the links.

Janav.Wordress.com – Be A Learning Machine.

The XX Committee – Is East Asia About To Experience Its “July Crisis?

National Geographic – Mice Inherit Specific Memories, Because Epigenitics?

Remembering The Obvious – Charlie Munger’s Wesco Letters.

Fundoo Professor – The Ashiana Housing Lecture.

Santa Fe Institute – How Complex Systems Science Helps Reveal Market Behavior.

Wiley Online Library – 17 Free Issues About Psychology Topics.

Long Reads – There is Nothing New In Wall St: A Stock Traders Life In The 1920’s.

Value Walk – Understanding And Valuing Financial Companies.

Nathan Barry – Two Years After Quitting My Job 2013 Review.  Amazing story for any entrepreneurs out there like me.

An Update, New Translation Page, and Links

As you might have noticed at the top of the page is now a translation page where you can translate the entire blog into many different languages.  I found something similar to this a few days ago but could not get it to work on the blog so I enlisted the help of my brother and he got the translation page working, thanks a lot Kev.  This also means that the short-lived Mandarin Value Investing Journey is also not now needed and will be going away.  I am sure the 20 of you who visited the mostly untranslated site will miss it dearly :).

A quick update on where I am at with the process of my article series.  I have now finished up the first two articles of the series and as you know I had planned to write articles on one or two more companies and then do a conclusion article.  Two of the companies I was planning on writing articles on I have been asked not to by the person who recommended them to me because he is planning on writing articles about them.  I am still going to read those companies annual reports and other filings but will not be writing articles about them so this has turned into a three-part series covering the two companies I have already written articles about and the conclusion article where I decide which of them to buy.  I will hopefully have the whole series posted as soon as possible.

“Things do not happen–they are brought about by careful planning, diligence, application, and direction.”George Mecherle, Founder of State Farm Insurance.

Valueprax-This One Is Personal.

25iq.com-Charlie Munger On The Importance Of Worldly Wisdom And Consistently Not Being Stupid.

CP-Africa.com-Meet 31 Year Old Ashish Thakkar-Africa’s Youngest Billionaire.

OTC Adventures-International Wire Group Is Cheap, But Is It Safe (ITWG)

Valuewalk-Baupost Group’s Seth Klarman Sees “50 Shades Of Value” In The Market.

Valueinvestingblog.net-CASA Holdings and Fiamma Holdings.

CSinvesting-A Reader’s Question On Case Studies.

Santangel’s Review-Benjamin Graham On Staying Small.

Motley Fool-Charlie Munger Info From A Board Poster.

Valueprax-Notes-Nintendo Back In The Saddle?

CSInvesting-Valuation Case Study HVAC.

OTC Adventures-Value Investing Strategy and Unlisted Securities Part 2.

CSInvesting-ValueUncovered Philosophy; Treat Everything As A Case Study.

Wexboy-2013: The Great Irish Share Valuation Project Part 2.

Credit Bubble Stocks-Horizon Kinetics, Owner Operators, and the Predictability Arb.

Catching Up On Some More Links

Farnam Street-The World Is Much More Interesting Than Any One Discipline.

Wexboy-Tetragon Ready To Be A Star.

Sahara Investing-The Luxury Goods Market.

Oddball Stocks-Thoughts On Quantative Value Investing.

Valueinvestingblog.net-Investing In Japan: Late To The Party.

Valuewalk-Insurance Companies, Where Buybacks Are Key: Travelers.

Farnam Street-Mastery.

OTC Adventures-Value Investing Strategy And Unlisted Securities Part 1.

Whopper Investments-The Best Values Are Over The Counter Stocks So Is $OTCM A Great Value Too?

Ragnar Is A Pirate-Changing 13D’s At Trinity Place Holdings.

The Aleph Blog-On Insurance Investing Part 2.

Quotations Page-Persistence Quotes, my favorite is the Calvin Coolidge One:

Nothing in the world can take the place of Persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘Press On’ has solved and always will solve the problems of the human race.

Absoutely love that quote.

Mises.org-Cartman Shrugged: The Invisible Gnomes and The Invisible Hand In South Park.

CSInvesting-The Secret To Investing Success (Munger Tip).

Valueconferences.com-Adib Motiwala: Your Instructor At Small Cap Investing Summit 2013, hour long interview.