Valuing Domains

Hi all,

Trackers are regularly being updated 1-2 times per week. If you are interested in special situations/event driven investing, please be sure to check out the trackers regularly. The blog aggregator is also an interesting lunchtime stop.

We’ve had several shareholders reach out to us over the past couple of weeks regarding the domain. We are still exploring all avenues to realizes the best monetization of the domain. The domain investing space is definitely the first asset class that comes to mind when one thinks of value investing, so we wanted to share one resource we have been using to help us get an idea of how to think about the domain:

How to Value Generic Domain Names – With Andrew Rosener

Part of what we are trying to do short term is add content to the domain (like trackers, news, etc.) to help drive traffic. Increased traffic increases the value of the domain (so share the site on social media)!

best,

Thomas & Brian

FNDM Receivership News

B.E. Capital has been a major shareholder in Fund.com, Inc for quiet some time. In 2016, Mr. Braziel was appointed receiver of Fund.com, Inc and since that time has sought to restore fraudulently transferred assets to the company.

As part of the receivership, Mr. Braziel has successfully settled litigation with AdvisorShares and recovered (and relaunched) the fund.com domain name.  Today, another milestone was achieved- nearly a quarter of outstanding shares of the company have been disallowed:

http://www.fndmreceivership.com/uploads/2/6/7/4/26748813/judgereviewed_70008959_motion-to-disallow-proposed-order.pdf

This ensures that all value restored to the company, and all value created in the company going forward, is properly attributed to legitimate shareholders.

Organizing for Creativity

Hi all,

We recently came across an old article from the Financial Analysts Journal entitled “Organizing for Creativity“. The article can be downloaded off JSTOR with a free account.

The premise of article is that successful investment management requires four elements:

  1. A structured decision-making process that can be easily defined.
  2. A stated investment philosophy than can be applied consistently
  3. A clearly stated and applied sell discipline.
  4. Key creative personnel.

Creative people are: intellectually curious, flexible, able to recognize problems and define them clearly, able to assemble information in different ways, anti-authoritarian and unorthodox, mentally restless, intense, highly motivated, highly intelligent, and goal oriented.

We always want to create an environment that encourages these qualities. It always helps to start with people that exhibit strong character traits in these areas, but it helps to create an environment where people can ask questions and work in teams. Team members should be willing to help others learn and those that are learning willing to contribute to some of the route work. The environment should encourage intelligent risk taking and experimenting. Decision making and evaluation should be short and effective. Not every decision has to be good, but they should be made in a framework that on average is good.

We hope you enjoy the article!

New Maurece Schiller Book // Trackers Updated

Hi all,

We’ve updated the trackers! Also, for interested parties, the third of five books by Maurece Schiller was just republished and can be purchased off Amazon:

These are classic books on special situations investing with many examples. The examples are a little antiquated, but each book includes 6-8 modern examples (each book has one written by Brian). Each of these books is a gem. We have a book review of the first reprinted book here.

Trackers Update Twice Per Week

Hi all,

We continue to update the special situations trackers roughly twice per week. We hope that you check back often and visit the webpage on a regular basis. At the same time we are continuing to build out content in other areas. Stay tuned for more information, book reviews, and content.  There should be a couple more pages up each week- more to learn and more to read!

best,

Thomas & Brian

Trackers Updated & New Book Review

Hi all,

Great news- our trackers have been update with new special situations that have come on our radar. Please stop by regularly as we are always updating these and slowly adding more content to the site.  We’ve also posted a new book review for Classics: An Investor’s Anthology edited by Charles Ellis and James Vertin.  If you love reading origin sources from the greatest minds in investing then you will enjoy this book.

Trackers Updated

Hi all,

As promised- returning visitors to Fund.com will find updated information on special situations.  We just updated the trackers with some mergers, a dutch tender offer, some more SPACs, and a few contingent value rights situations.

You will also notice our news feed. We have the main Fund.com News feature which is streaming RSS feeds from our favorite investor blogs and investor podcasts. You will also find an SEC feed as well.

Stay tuned for a new section of Fund.com Investment Resources which will feature ideas from the small cap, distressed, and special situations space.

best,

Thomas & Brian

Our first book review!

Hi all,

You will see fund.com change a lot in the future as we build out the site and explore a sale of the domain. Part of building out the site is adding content. We just added our first book review of Maurece Shiller’s book Fortunes in Special Situations in the Stock Market. This is an investing classic- please find it under “Book Reviews” at the top of your screen and pick up a copy for yourself!

Dear Fellow Shareholders (and others!)

Dear Fellow Shareholders,

We have some die hard Fund.com shareholders that have supported us as we rebuild the company.  Now that we have the domain up and running we’ve added a link to Amazon through its affiliate program.  If you have an Amazon purchase coming up, consider stopping by Fund.com first and passing through our ad so we can earn some credit!

We also encourage anyone with a blog or web page to write us up and link to us. Traffic is good!

Lastly, we’d love some original content (and we will be adding some from us). If you’d like to write about your Fund.com adventure as a shareholder, we would love to share it on the site.   In addition, if you have any other interesting investment news or analysis to share we would also love to put that up as well.

Reach out at brian@fund.com

 

Thanks!- Thomas & Brian