Comments on: My interview with Paul Sonkin http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 By: Getting Better: Deliberate Practice for Investors | Street Capitalist: Event Driven Value Investments http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-5043 Getting Better: Deliberate Practice for Investors | Street Capitalist: Event Driven Value Investments Tue, 27 Apr 2010 15:03:15 +0000 http://streetcapitalist.com/?p=668#comment-5043 [...] They have fewer moving parts and are easier to analyze (for more on analyzing nano-caps, read my interview with Paul Sonkin) than large conglomerates, but offer varying business models. Value can be anywhere, so you [...] [...] They have fewer moving parts and are easier to analyze (for more on analyzing nano-caps, read my interview with Paul Sonkin) than large conglomerates, but offer varying business models. Value can be anywhere, so you [...]

]]> By: njk http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4925 njk Tue, 19 Jan 2010 06:39:39 +0000 http://streetcapitalist.com/?p=668#comment-4925 Great interview. Your site's awesome and you should definitely do more interviews.<br><br>To the point mentioned here, what is a good source for a comprehensive list of nano-caps stocks? <br>If I'm looking for my own version of Buffett's 1950's Moody's manual strictly for nano-caps, what is that? Great interview. Your site's awesome and you should definitely do more interviews.

To the point mentioned here, what is a good source for a comprehensive list of nano-caps stocks?
If I'm looking for my own version of Buffett's 1950's Moody's manual strictly for nano-caps, what is that?

]]> By: shaun noll http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4871 shaun noll Wed, 16 Sep 2009 03:26:38 +0000 http://streetcapitalist.com/?p=668#comment-4871 awesome!! thanks! awesome!! thanks!

]]> By: shaun noll http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4824 shaun noll Tue, 15 Sep 2009 20:26:38 +0000 http://streetcapitalist.com/?p=668#comment-4824 awesome!! thanks! awesome!! thanks!

]]> By: Tariq http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4800 Tariq Tue, 18 Aug 2009 21:38:53 +0000 http://streetcapitalist.com/?p=668#comment-4800 Part of the problem is that screens are inherently backwards looking. Some of these companies are relatively young and as a result, you might just see losses if you look backwards. Also, screens have some other shortfalls. They may not take into account things like real estate which would be recorded at cost, not market value. <br><br>I think screens are definitely good for finding stocks selling below their NCAV, but it becomes trickier when you broaden the field. Part of the problem is that screens are inherently backwards looking. Some of these companies are relatively young and as a result, you might just see losses if you look backwards. Also, screens have some other shortfalls. They may not take into account things like real estate which would be recorded at cost, not market value.

I think screens are definitely good for finding stocks selling below their NCAV, but it becomes trickier when you broaden the field.

]]> By: Name http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4796 Name Tue, 18 Aug 2009 16:54:35 +0000 http://streetcapitalist.com/?p=668#comment-4796 "To find these kinds of companies you’re probably going to have to broaden your search a bit in order to find them, since they may not come up on an ordinary screen."<br><br>Can you elaborate on this point? What's the closest thing to a database in the micro/nano-cap world? Or, in other words, what is the most efficient research process for these tiny companies? “To find these kinds of companies you’re probably going to have to broaden your search a bit in order to find them, since they may not come up on an ordinary screen.”

Can you elaborate on this point? What's the closest thing to a database in the micro/nano-cap world? Or, in other words, what is the most efficient research process for these tiny companies?

]]> By: Mario http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4793 Mario Fri, 14 Aug 2009 15:45:27 +0000 http://streetcapitalist.com/?p=668#comment-4793 Great interview! For those interested in their portfolio, while Hummingbird doesn't have to file 13Fs they do have to file 13Ds, so you can get a flavour for their portfolio from that data that is compiled on Rocket Financial here:<br><a href="http://www.rocketfinancial.com/Holdings.aspx?id=434" rel="nofollow">http://www.rocketfinancial.com/Holdings.aspx?id...</a> Great interview! For those interested in their portfolio, while Hummingbird doesn't have to file 13Fs they do have to file 13Ds, so you can get a flavour for their portfolio from that data that is compiled on Rocket Financial here:
http://www.rocketfinancial.com/Holdings.aspx?id…

]]> By: Aman http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4791 Aman Thu, 13 Aug 2009 02:21:47 +0000 http://streetcapitalist.com/?p=668#comment-4791 Great interview! I also found this page after an unsatisfactory visit to Guru Focus.<br><br>I didn't know Steinway was publicly traded. Nice to know my musical training will help me as an investor (thank you, Mr. Lynch). However, I'm not so sure about the "cute" ticker symbol (LVB = Ludwig van Beethoven). Great interview! I also found this page after an unsatisfactory visit to Guru Focus.

I didn't know Steinway was publicly traded. Nice to know my musical training will help me as an investor (thank you, Mr. Lynch). However, I'm not so sure about the “cute” ticker symbol (LVB = Ludwig van Beethoven).

]]> By: Gregory Speicher http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4790 Gregory Speicher Wed, 12 Aug 2009 13:29:01 +0000 http://streetcapitalist.com/?p=668#comment-4790 Congrats on a great interview! Please do more. I will put up a link to it on my blog Value Investing Fundamentals, <a href="http://valueinvestingfundamentals.blogspot.com/" rel="nofollow">http://valueinvestingfundamentals.blogspot.com/</a> Congrats on a great interview! Please do more. I will put up a link to it on my blog Value Investing Fundamentals, http://valueinvestingfundamentals.blogspot.com/

]]> By: Leila http://streetcapitalist.com/2009/08/10/my-interview-with-paul-sonkin/comment-page-1/#comment-4788 Leila Tue, 11 Aug 2009 15:17:43 +0000 http://streetcapitalist.com/?p=668#comment-4788 Tariq, great interview! I really enjoyed reading this entry. I subscribe to your blog via Google Reader and always appreciate your input. I'm glad you did this interview for us small investors.<br>Keep them coming! Tariq, great interview! I really enjoyed reading this entry. I subscribe to your blog via Google Reader and always appreciate your input. I'm glad you did this interview for us small investors.
Keep them coming!

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