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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A strike or a gutterball?
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I wrote a post a few months back detailing some of my investing mistakes. I think it's more important to avoid mistakes than it is to f...
5 comments:
Thinking about diversification
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There are not many things as divisive in the investing world as the term diversification. The opinions range from concentrating in a few be...
15 comments:
Chromcraft, a net-net, but not a buy..at any price?
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I spend a lot of time writing about companies that are potential candidates for a long position in a portfolio. What I don't do is spen...
4 comments:
How an average business can be a great investment
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Value investing is usually described in one of two ways, the first is buying assets at a discount a la Ben Graham. The second is buying goo...
11 comments:
A European net-net with a P/E of 2x and African upside
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It's not often a stock like Conduril is found; they are almost the perfect value investment. A P/E of 2x, a ROE of 14%, trading at 42% ...
15 comments:
Book Review: Africa The Ultimate Frontier Market
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I prefer to find investments in out of the way places, this means small niche areas of markets, and sometimes out of the way markets in ge...
2 comments:
A catalyst that could make this company fly
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While Boeing gets the final credit for assembling the Dreamliner there are many nameless companies that contribute parts, without those part...
1 comment:
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