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…
A Greek Company That Was Cheap
How Much Would You Pay for This Company? On average, it has generated €40-50m for shareholders over the past 10 years and has paid out 40% of it as a cash dividend. Return on equity is in the high 20s. …