Grahamian Value Compendium ― March 26, 2021
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Grahamian Value Compendium ― March 26, 2021
“Develop into a lifelong self-learner through voracious reading; cultivate curiosity and strive to become a little wiser every day.”
— Charlie Munger
PART ONE.
WEEK IN REVIEW
PART TWO.
GRAHAMIAN VALUE COMPENDIUM
OVERVIEW —
There have been no changes to our Grahamian Value Classic list.
For the convenience of veteran and newcomer Grahamian Value readers alike, we share a compendium of all companies we’ve mentioned.
I. WEEK IN REVIEW
This marks our twenty-fourth consecutive week with no new additions to the Grahamian Value Classic list of companies.
As a complement to our weekly electronic dispatches, we are excited to host Grahamian Value Fireside Conversations — a series of live online events (with audience participation) featuring prominent thought leaders we respect and admire, exploring the application of Grahamian Values adapted to present circumstances, rooted in a margin of safety.
Join us in an upcoming Grahamian Value Fireside Conversation — featuring Murray Stahl of Horizon Kinetics on Tuesday, March 30, 2021 at 11:00 AM in New York City, United States (UTC-4).
Advanced registration is required to participate.
II. GRAHAMIAN VALUE COMPENDIUM
We’ve shared thirty updates since embarking on this project in August 2020; below is a quick navigational aid of all companies mentioned —
Contango Oil & Gas Company | link
Cresud S.A | link
Daisue Construction Co., Ltd. | link
ECC Capital Corp. | link
Friedman Industries, Inc. | link, link, link, link, link, link, link
Geospace Technology Corporation | link
Gulf Island Fabrication, Inc. | link, link, link, link, link
Mid-Con Energy Partners | link
Rubicon Technology, Inc. | link, link, link, link, link, link, link, link, link, link, link
Sansei Technologies, Inc. | link
Solitron Devices Inc. | link
Tandy Leather Factory, Inc. | link
Universal Stainless & Alloy Products, Inc. | link, link, link, link, link, link, link, link
Yotai Refractories Co. | link
Additional companies —
Agrofy S.A. | link
Alleghany Capital Corp. | link
Altech Corp. | link
Amazon.com, Inc. | link
American Express Company | link
Berkshire Hathaway Energy | link
Bethlehem Steel Corporation | link
BrasilAgro | link
Burlington Northern | link
Capital Cities Communications Inc. | link
Carnes Pampeanas | link
Charter Medical Corporation | link
Daily Journal Corporation | link
Diamond Offshore | link
Dutaland Bhd | link
FACB Industries Incorporated Bhd | link
Farlim Group (Malaysia) Bhd | link
FMC Corporation | link
fyo | link
GameStop Corporation | link
General Dynamics Corporation | link
Geokinetics Inc. | link
Greenman Brothers Inc. | link
Hanatour Japan Co., Ltd. | link
Holicity Inc. | link
Home Shopping Network | link
Hunting PLC | link
Insas Bhd | link
IRSA Inversiones y Representaciones Sociedad Anónima | link
JcbNext Bhd | link
Kanamoto Co. | link
Kantsu Co., Ltd. | link
Keytronic Corporation | link
Kluang Rubber Company (Malaysia) Bhd | link
Lion Posim Bhd | link
Marriott Corporation | link
Murakami Corp. | link
National Beef | link
Nippon Pillar Packing Co. | link
Peerless Systems Corporation | link
Piggly Wiggly | link
Pulse Seismic Inc. | link
SAExploration Holdings | link
Seritage Growth Properties | link
Simon Property Group | link
Super Rite Foods Inc. | link
Talcott National Corporation | link
Tazmo Co. | link
TGS-NOPEC Geophysical Company | link
Tosei Corp. | link
Wells Fargo & Company | link
Important Message for All Readers: The editorial team of Grahamian Value does not maintain accounts with, or receive compensation from Horizon Kinetics or any affiliated entities thereof. We are not brokers or investment advisors, and do not presently manage outside capital. Any information herein should not be regarded as a promotion or endorsement of Horizon Kinetics or its products or services. We do, however, independently believe that Horizon Kinetics’ thought process and approach to certain market opportunities are intriguing and (on merit alone) deserve deliberate, focused attention.ABOUT GRAHAMIAN VALUE
Founded in 2020 by Harry Sauers and Shai Dardashti and operated with the support of a global volunteer team, Grahamian Value is a labor of love, centered around our desire to openly share data and perspectives that we find helpful in our pursuit of Benjamin Graham-inspired investment ideas. We appreciate your time, your trust and your readership. Learn more at GrahamianValue.com
Harry Sauers and Shai Dardashti are co-editors of Grahamian Value and, as of the date of this communication, may individually own shares of companies mentioned herein. The publishers do not receive compensation from the companies and people covered in Grahamian Value for such coverage. This communication is for informational purposes only. This is not intended to be investment advice. Seek a duly licensed professional for investment advice.