Looking for value in the overlooked margins of the market.
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Gevelot's hidden value is exposed
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Almost two years ago to the date I wrote about Gevelot (ALGEV.Paris), a small French industrial company. I was attracted to the stock beca...
11 comments:
Why you should attend annual meetings and talk to management
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Investing can be as social, or as anti-social as one wants. There are many investors who never speak to another soul and produce great resu...
11 comments:
A New Zealand oddball; Tenon Ltd
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New Zealand is a bit of a hidden stock market far off the radar of most investors, let alone most travelers. The tiny island nation's d...
6 comments:
What's the worst case scenario?
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Survival and end of the world scenarios seem to be en vogue. From the preppers to the impending financial collapse of Japan/China/Europe/US...
12 comments:
Determining intrinsic value for a bank; why discounts to book shouldn't persist
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My last post generated quite a response. Between investors thanking me for the idea and others accusing me of pumping and dumping the stock...
9 comments:
M&F Bancorp at 30% of TBV what's not to like?
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I know myself; in my pursuit of perfect I miss what's good. This happened to me when I looked at Japanese net-nets. I wanted to find t...
27 comments:
How I manage my portfolio and keep track of 50+ stocks
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I never set out to create a series of posts outlining the basics of my investing philosophy, but it appears to have happened. This post joi...
7 comments:
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