Category: Publicly Traded

Does Looksmart look cheap?

By , July 6, 2010

Shadowstock is a another very interesting niche blog that covers “Deep Value Micro Cap Investing” and I’ve been following it for awhile. Once of his more recent ideas as a possible Ben Graham net/net is Looksmart (Nasdaq:LOOK), the “second tier” Pay-Per-Click search engine.

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Pacific Webworks: Exonerated of Google scam allegations, are they dirt cheap now?

By , June 9, 2010

The odd story of Pacific Webworks (ticker PWEB) took another turn a couple weeks ago when a judge threw out Google’s claim that the company was behind those incessant “earn money from Google working from home” scams you see all over the internet. Now that they have this monkey off their back, they’re trading at a 1.02x trailing earnings.

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Tucows aftermarket revenues vs. costs: This is what I’m talking about.

By , May 8, 2010

So, a lot of comments from the peanut gallery around my last post. Seems like people take it quite hard when you suggest that they may be throwing money into something without a sound basis for it and calling it “investing”.

Looking over Tucows annual report we find that classic setup that really can make domain names the single greatest investment in the world.

From the notes to the financial statements we find that Yummynames added anywhere between nearly 5 and 7 million dollars in revenues to Tucows operating performance over each of the last three years, that’s basically about 17 million dollars in revenue over 3 years (or a combined 25 cents a share over 3 years, currently trading around 72 cents).

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