Looking for value in the overlooked margins of the market.
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What's going on with Solitron??
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There are a lot of junky companies selling below NCAV in the US, but not many worth an actual investment. Solitron stands out from the pack...
12 comments:
Continuing my travels through Japan..net-net's part four
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I have a list of 100 Japanese net-net's, 34 are marked for further review, I've looked at seven so far. With the three in this post...
2 comments:
An asset and earnings discount for Nexeya
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Sometimes it's easy to start off by answering the question why is this stock cheap? Often a stock will have a story for its cheapness t...
8 comments:
When is value realized?
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If you've been reading this blog for a while you know that I tend to cover a wide variety of stocks ranging from global net-net's to...
14 comments:
The cheapest stock I've ever seen, and why I'm not buying it
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Wow, what a title, really the cheapest stock ever? Let me quote a line from the annual report "However, if the impact of LIFO was excl...
23 comments:
Does this company deserve to hover just above net-net status?
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I love unloved sectors in unloved countries with unloved markets, so it only makes sense that HF Company would be attractive to me. If ther...
1 comment:
Where's the risk?
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I've been thinking a lot about risk lately someone in conjunction with my last post , and otherwise related to reminiscing on some of my...
15 comments:
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