XP Power (XPP:LSE): Daft Electronics
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…
John Wiley (JW.A): Mini Monopolies in Academia
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…
AS Company (ASCO:ATH) : A Cheap Greek Toy
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…
Speedy’s (0SP:BU) Acquisitions in Bulgaria and Romania
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…
Speedy ($0SP:BU)
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….
A Rerun of CTC Media (CTCM)
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…
Who Ate Weight Watchers’s (WTW) Lunch?
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,…
Nuclear Story with an Unexplosive End
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…
Fazerles (4F6:BU): Is a 90% Price Drop Enough?
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…
Jumbo 2002-2012
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…