Jan 19, 2016 by Scott Hall and Catherine Baab-MuguiraWarren Buffett and the Cult of Value InvestingBuffett is brilliant, but some of his fans take it too far and miss great investments in the process.
Mar 20, 2015 by Scott HallGeneral Communication's Quarter Leads to a Valuation BumpAlthough Inside Value isn't quite ready to switch our valuation methodology to account for the company's wireless acquisition, our valuation was sufficiently out of date to justify a post-earnings bump.
Mar 11, 2015 by Scott HallProgressive Keeps It in DriveThe auto insurer keeps posting results that help back up Inside Value's confidence in the company, including an improvement in earned premiums.
Mar 3, 2015 by Scott HallROIC Raises Rents, Hits Occupancy RecordAlthough the strip-mall REIT's revenue and funds from operation looked strong in the fourth quarter, Inside Value wants to see those improvements flow through on a per-share basis.
Feb 24, 2015 by Scott HallRevenue and Cash Flow on the Rise at Ultra PetroleumThe fourth quarter was pretty good considering the industry headwinds, and the company is focusing on its natural gas business as it waits for oil prices to perk up.
Feb 24, 2015 by Scott HallSell American International GroupThe insurer backed off of an important target, and Inside Value is concerned that the company could backslide into its less-profitable ways.
Feb 20, 2015 by Scott HallEquity Commonwealth's Confusing QuarterAlthough results might look as if they're headed in the wrong direction, Inside Value thinks that's a symptom of a management team doing its job right.
Feb 20, 2015 by Scott HallAttrition in Video Subscribers Slows at Liberty GlobalInside Value still expects video subscriptions to decline over time, but the slower the bleed, the better. Meanwhile, Liberty keeps adding higher-margin broadband customers in droves.
Feb 20, 2015 by Scott HallMy 4 Failures and 1 Major FlawA Fool analyst compiles a list of things that have tripped him up -- in investing and in life. And he discusses how that prevented him from seeing the potential in Stock Advisor recommendation Facebook.
Feb 18, 2015 by Scott HallMy 4 Failures and 1 Major FlawScott takes a cue from Charlie Munger and compiles a list of things that have tripped him up -- in investing and in life. Have you fallen into these mental traps?
Feb 13, 2015 by Scott HallAmerican International Group's Fourth Quarter Leaves Much to Be DesiredAlthough the company continues to operate profitably, the tailwind of price hikes for its insurance products has evaporated. That spells longer-term trouble.
Feb 5, 2015 by Scott HallUPS Hit an Icy Patch in the Holiday QuarterEarnings per share skidded even as the top line grew while the delivery service struggled to strike the right balance for capacity.
Feb 2, 2015 by Scott HallGoogle's Fourth Quarter Was Good, Not GreatAlthough the core business is continuing to perform pretty well, we're standing pat on our valuation for now.
Jan 23, 2015 by Scott HallAnother Killer Quarter for Interactive BrokersInteractive Brokers is doing exactly what Inside Value expected from the best-in-class discount broker: adding accounts and watching customer equity grow.
Jan 22, 2015 by Scott HallToo Many Trades Help TD Ameritrade TriumphThe discount brokerage's latest earnings put Inside Value in the odd position of cheering on a practice we Fools usually advise against.
Jan 16, 2015 by Scott HallGoldman's Quarter Misses the MarkAlthough year-over-year earnings declined, Goldman Sachs keeps earning solid returns on its equity -- so Inside Value is bumping up its guidance.
Jan 15, 2015 by Scott HallBank of America's Quarter Gives Wall Street PauseLower revenue pushed the stock down, but Inside Value is excited to see the company's core earnings start to shine through.
Jan 14, 2015 by Scott HallWells Fargo's Intrinsic Value Rises as Deposits GrowLoan growth didn't quite keep pace with deposits, but the bank is performing well enough that Inside Value is bumping up our valuation by a buck.
Jan 13, 2015 by Scott HallCalifornia Threatens to Suspend Ocwen's Mortgage LicenseThat would be a game changer, so the Inside Value team will be reviewing our thesis over the next few days to determine whether the odds have moved against investors.
Jan 7, 2015 by Scott HallBest Buys NowResolved to buy some bargains in the new year? Start with these six -- including this month's newcomers, Amazon.com and Ocwen Financial.