Performance Review of Student of Value Write-Ups
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…

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…