In my last post, I decided to implement Value and Opportunity’s idea of tracking stocks that I have sold or passed on as a great way of calibrating my investment process. Here are the results. It has been a little…
Recently, I read a post at the wholesome Value and Opportunity blog titled Sold, Rejected but not Forgotten. The author takes a look at what he calls second and third level mistakes, i.e., stocks that outperform after you sold and…
How about a post-bankruptcy, spin-off monopoly today? I came across Babcock & Wilcox (BWC) in this free issue of Grant’s Interest Rate Observer that has been making the rounds on Twitter (my handle is @DGenchev). The story of a naval…
This is a bit off-topic, but I recently moved my blog to Amazon’s cloud. The post will be one part about web hosting and one part why Amazon (AMZN) keeps amazing me. Before, this site was hosted on my home…
As I already confessed in my 15 Value Investing Blogs Worth Your While post, my favorite blogger is Geoff Gannon and he is back with advice and daily practice cases. He insists that if you focus, for no less than…
I just picked up the Pershing Square Value and Philanthropy Challenge (held on April 24, 2013) where I left off months ago. It’s not the only catching up I have to do, but here is why I am sharing this…
It has been almost three months since my last post and the two readers that I had have likely given me up for dead (for the value investing community anyway). Bloggers tend to do this – wander off. It has…
In 1993, Fazerles (4F6:BU) was formed to inherit the old wood-fiber plates (hardboard) plant. The company is the largest hardboard manufacturer in Bulgaria. The results in its best year, 2007, put Fazerles in second place among the largest exporters of…
Last Tuesday, March 5, I attended the special shareholders’ meeting of Yuri Gagarin (4PX:BU). I wrote two articles about the company last year (one and two). In the second one, I talked about the uneventful special shareholders’ meeting that was…
The Company Jumbo is the largest toy store chain in Greece. It manufactures (mostly imports – 70% of its stock from China) and sells toys, prams, baby/children’s clothes and other accessories. The company has 51 stores in Greece, 3 in…