Valueinvestorsclub
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Value Investors Club / charlie479
charlie479 · Ideas · Messages · 1 Apply free for full membership to view ratings. 2. Use to satisfy membership requirement. Please check the 'Profile > Full Membership Requirements' section to ensure you meet all the eligibility requirements for full membership S Short idea W Bi-weekly contest ...
Csinvesting
csinvesting.org › tag › charlie479
charlie479 | csinvesting
Again Charlie479 presents a clear and compelling investment thesis. To brush up on reading a 10-K go here: How to read a 10-K by the SEC http://www.sec.gov/investor/pubs/reada10k.pdf · I like to simply follow this guy’s advice:http://www.youtube.com/watch?v=BJS_zTnUiBc&feature=related ... Professor Greenblatt in his Columbia Graduate Business School class passes out several Value Investors Club write-ups by charlie479 as examples of clear, concise investment thinking.
Videos
Sabercapitalmgt
sabercapitalmgt.com › home › star manager's case study of a great business vs. a net-net
Star Manager's Case Study of a Great Business vs. a Net-Net | Saber Capital Management
November 25, 2013 - Charlie479 is an outstanding investor turned fund manager, who runs a fund that has produced excellent returns since 2004. (Charlie is not his real name—just his username that he used for his write-ups on Joel Greenblatt’s Value Investors Club.
Reddit
reddit.com › r/valueinvesting › have you been able to get into value investors club? i made a pretty good submission in my opinion, but i got rejected :(
r/ValueInvesting on Reddit: Have you been able to get into Value Investors Club? I made a pretty good submission in my opinion, but I got rejected :(
November 29, 2022 -
VIC needs you to submit a write-up to get accepted into their club, otherwise you can only see posts 45 days old. If you've been accepted to VIC, could you comment on how top-notch a write-up has to be to get accepted to the club. Thanks.
Top answer 1 of 5
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I got in as an audit member, which means I can see everything but not post. I think they capped the member count. The admission write-up was on Malibu Boats. You can find that post on my Substack, if interested. I gotta be honest though, most of the modern submissions on there are sh*t, with a lot of skimping on valuation (perhaps 5-10% are solid). The real value is in the old ones from Greenblatt's friend charlie479 (look them up, all were multibaggers) and Michael Burry, which can be accessed without a membership anyway. Hope this helps.
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Making money on a value play is rarely something that happens in 45 days. Being upset about this means value investing is probably not really your thing. No offense. I wouldn’t treat VIC as stock picks but rather as a way to learn how to perform analysis with a value bent. If you just planned to buy the latest “pick” you would not have liked the results anyway.
Reddit
reddit.com › r/securityanalysis › value investors club
r/SecurityAnalysis on Reddit: Value Investors Club
March 25, 2015 -
I was just wondering if anyone knew the usernames of famous investors that publish on VIC. Would also be interested if* any one can recommend users you follow, due to good analysis or past performance.
Tao of Value
taovalue.net › 2015 › 12 › 02 › whos-who-behind-vic-anonymous-users
[Pinned Post] Who’s Who – Behind VIC Anonymous Users | Tao of Value
August 13, 2019 - Great reads from some legendary investors. www.valueinvestorsclub.com/member/nish697/1388– Mohnish Pabrai · www.valueinvestorsclub.com/member/charlie479/1180– Norbert Lou [If you came here by searching charlie479, here is a bonus: rare interview with Lou by Santagel’s Review: pdf download]
X
x.com › HiddenValueGems › status › 1805712795050418684
Hidden Value Gems - X
JavaScript is not available · We’ve detected that JavaScript is disabled in this browser. Please enable JavaScript or switch to a supported browser to continue using x.com. You can see a list of supported browsers in our Help Center · Help Center · Terms of Service Privacy Policy Cookie ...
Facebook
facebook.com › valueinvestorsclub.india
Value Investors Club | Facebook
Value Investors Club. 16,967 likes · 519 talking about this. Guide: Myself, Investors, Entp, Students Wisdom from Warren Buffett, Charlie Munger and other
The Investor's Podcast Network
theinvestorspodcast.com › home › mi381: joel greenblatt: behind the magic formula w/ shawn o’malley
MI381: Joel Greenblatt: Behind the Magic Formula w/ Shawn O’Malley - The Investor's Podcast Network
December 13, 2024 - Check out Value Investors Club (VIC). Norbert Lou interview (Charlie479).
Valueinvestorsclub
valueinvestorsclub.com
Value Investors Club / Where top investors share their best ideas
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YouTube
youtube.com › watch
SuperInvestor Stock Ideas! (Value Investors Club: Pabrai, Burry, Norbert Lou) - YouTube
The Investing with Tom Podcast (Apple, Spotify, Google Podcasts):https://theinvestingwithtompodcast.buzzsprout.com/@punchcardinvesting LIVE:https://www.youtu...
Published August 6, 2021
Csinvesting
csinvesting.org › 2011 › 12 › 10 › case-study-1-of-an-excellent-investment-thesis-nvr
Case Study #1 of An Excellent Investment Thesis (NVR) | csinvesting
Professor Greenblatt in his Columbia Graduate Business School class passes out several Value Investors Club write-ups by charlie479 as examples of clear, concise investment thinking. Diligent students may wish to go to the 2000 10-K of NVR included in the appendix (page 30) and value the company ...
Fiscal
fiscal.ai › blog › norbert-lou-the-best-investor-that-no-one-talks-about
Norbert Lou: The Best Investor That No One Talks About - Fiscal.ai
In 2001, after nearly a decade successfully investing him and his mother's own money, Lou came across an exclusive, members-only investing forum called Value Investor's Club. Lou applied to the club with a write-up on NVR under the pseudonym ...
Wordpress
poundtherockinvesting.wordpress.com › 2018 › 10 › 21 › key-resources-that-helped-me-improve-as-an-investor
Key resources that helped me improve as an investor – Pound the Rock Investing
October 21, 2018 - Norbert Lou Writeups – Value Investors Club · https://www.valueinvestorsclub.com/member/charlie479/1180- Misbehaving – Richard Thaler · Poor Charlie’s Almanack – Peter Kaufman · https://www.amazon.com/Poor-Charlies-Almanack-Charles-Expanded/dp/1578645018 ·
X
x.com › realLigerCub › status › 1749471141872148959
Liger Cub (Byron Street Research) on X: "IDEA GENERATION (5/N): INVESTMENT WRITE-UP PLATFORMS In 1999, Joel Greenblatt and John Petry founded Value Investors Club (VIC) as a forum for high-quality idea generation. Prior to VIC gaining recognition, investors resorted to noisy platforms like Silicon Investor (SI), where https://t.co/64G9RVsRD9" / X
• Michel Burry – michael99: https://valueinvestorsclub.com/member/michael99/1219… • Nathaniel August – nha855: https://valueinvestorsclub.com/member/nha855/1960… • Norbert Lou - charlie479: http://valueinvestorsclub.com/member...
X
x.com › dirtcheapstocks › status › 1540000571305992195
Dirtcheapstocks on X: "Joel Greenblatt found Norbert Lou on the internet. Lou wrote as “charlie479” on Value Investors Club. Greenblatt helped him start Punch Card Capital and contributed $10 Million. $WNMLA is one of Lou’s early VIC writeups. It's often ignored but the biz is still around today..." / X
Joel Greenblatt found Norbert Lou on the internet. Lou wrote as “charlie479” on Value Investors Club. Greenblatt helped him start Punch Card Capital and contributed $10 Million. $WNMLA is one of Lou’s early VIC writeups.
Charliemarr
charliemarr.com
Value Stock Club
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Reddit
reddit.com › r/valueinvesting › value investor write-ups - watchlist for value investors club (open source tool)
r/ValueInvesting on Reddit: Value Investor write-ups - Watchlist for Value Investors Club (open source tool)
December 26, 2024 -
In the spirit of locking myself in a room and reading VIC-posts, I present to you, the collected write-ups of Michael Burry (Michael99):
2002-10-27, Industrias Bachoco, https://valueinvestorsclub.com/idea/Industrias_Bachoco/7064788926 2002-09-20, Pillowtex, https://valueinvestorsclub.com/idea/Pillowtex/7763608470 2001-06-01, Wellsford Real Properties, https://valueinvestorsclub.com/idea/Wellsford_Real_Properties/6103501894 2001-04-20, "Quipp, Inc", https://valueinvestorsclub.com/idea/Quipp_Inc/2928743303 2001-03-28, GTSI Corp, https://valueinvestorsclub.com/idea/GTSI_Corp/1975048529 2000-11-06, "ValueClick, Inc.", https://valueinvestorsclub.com/idea/ValueClick_Inc./0592110273 2000-08-27, Huttig Building Products, https://valueinvestorsclub.com/idea/Huttig_Building_Products/9643123144
Other Investors that can be researched (both old and recent posts):
nish697 – Monish Pabrai (Pabrai Wagons Fund)
charlie479 – Norbert Lou (Punch Card Capital)
lordbeaverbrook – Edgar (Ed) Wachenheim (Greenhaven Associates)
hkup881 – Harris Kupperman (Praetorian Capital)
nha855 – Nathaniel August (Mangrove Partners)
gary9 – Gary Claar ( JANA Partners, Claar Advisors, Molecule Ventures)
sunny329 – Daniel Sundheim (D1 Capital Partners)
What does the Python Script does:
- Searches all links to posts from specified VIC members
- Organizes them by date, ticker, and title
- Exports everything to a clean CSV file
- Runs automatically in the background
-> You need atleast the email verified VIC account
-> You need a chrome Browser
Feel free to use the script for your own research and watchlist.
If you know any other recent or ex-fund managers, which posted on VIC, add it to the list or let me know.
https://github.com/sirindudler/ValueInvestorsClub_Watchlist
Better Stock Ideas
betterstockideas.com › tag › value-investors-club
Value Investor’s Club – Better Stock Ideas
NII Holdings was disregarded as a post-bankruptcy stock, and its earnings were difficult to compute, because the filings were so complicated. The fact that it took Charlie479 significant effort to come up with the 2.8 EV/EBITDA figure was something that stood out to Greenblatt that the students ...