
XP Power (XPP:LSE) is a London-listed, Singapore-registered company providing power supply solutions to the electronics industry in the USA, Europe and Asia. Business Let me add nuance to the above description and explain what makes XP Power a great…

In my quest for businesses with monopoly features, I came across this company that has mini monopolies scattered throughout the academic sphere. I am talking about John Wiley (JW.A) and its academic journals business. The company publishes journals in the…
This is not the first time I feature a Greek company on this blog. Before, I have posted about: OPAP (1, 2) – The gambling monopoly which has doubled since my February 2013 write-up. METKA – The metal constructions company…
In the previous post, I wrote about the leading delivery company in Bulgaria and hinted about its acquisition plans. Now – the promised follow-up. Acquisition This March, Speedy (0SP:BU) entered a preliminary agreement to acquire the businesses of Dynamic…

Company Founded in 1998 in Plovdiv, Speedy (0SP:BU) is a Bulgarian package delivery company. In a little over a decade, it became the largest private package delivery company and the second largest postal service provider after the ex-monopoly Bulgarian Post….

…great success combines skill with a lot of luck. You can’t get there by relying on either skill or luck alone. You need both. – Michael Mauboussin, The Success Equation Since my notes on The Outsiders: Eight Unconventional CEOs and…

Earlier this week, John (@portfolio14) reminded me of the first company write-up on this blog, CTC Media (CTCM) – a Russian TV broadcaster. All the negative news from Russia are attracting more and more value investors’ attention. While US stocks…

I haven’t done book reviews on this blog and this is not one either. However, I finally read The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and I would like to share my short notes here….

Weight Watchers (WTW) has attracted a lot of attention in the past 6 months. Here is why: The stock price has declined from the $45 range to the $37 range, to $30, to $20. And, if you look further back,…