Looking for value in the overlooked margins of the market.
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You Need an Investing System (Here’s Mine)
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Curious about my background?
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I get emails from time to time asking about my background or how I got started investing. I recently did an interview with Tim du Toit of E...
3 comments:
Hooker Furniture and the minutia of inventory
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Hooker Furniture ( HOFT ) is not really an interesting business, they make and sell furniture. The company isn't necessarily that cheap...
4 comments:
Some sentimental investment ramblings and Boss Holdings
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If there's one thing I'm really bad at in investing it's going back to see how old holdings I've sold are doing or revisitin...
2 comments:
The investor as a merchant or a collector
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This post has come out of a few discussions with investors over the past few months and some introspection on my part as to how I want to ru...
4 comments:
A sleepy company to keep on the radar
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Chicago Rivet and Machine is what I'd call an in between company, they're trading slightly above net current asset and slightly belo...
Is it worth investing in net-nets?
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I tend to post about net-net's fairly often on this site, they're an area of the market I think most people tend to avoid yet offer ...
17 comments:
My letter to Solitron's Board of Directors
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I mentioned in a previous post I was interesting in doing something to close the gap between the market value and intrinsic value of Solitro...
4 comments:
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