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…

Yuri Gagarin Sales 2010-2012 (by month)

Change of Owners at Yuri Gagarin (4PX:BU)

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…

Update: FairPlay ($6F3:BU) and Yuri Gagarin ($4PX:BU)

First a disappointment, FairPlay, the REIT I wrote about, posted lower-than-expected distributable income for the year – BGN 1.9m against a December forecast of 2.45m and a May forecast of 3.7m.  Being off by 50% midyear and by 25% with…

Yuri Gagarin ($4PX:BU) Special Shareholders’ Meeting

Today, I attended my first shareholders’ meeting.  It was the special shareholders’ meeting of Yuri Gagarin ($4PX:BU) – the company I wrote up a month ago.  I bought just one share for the purpose of attending this meeting and more…

Monthly Sales of Yuri Gagarin 2010-2012

Yuri Gagarin ($4PX:BU)

Yuri Gagarin ($4pX:BU), named after the first man to fly in outer space (around the Earth in 108 minutes on Vostok 1), is a cardboard and paper printed packages and cigarette filters and tubes manufacturer located in Plovdiv, Bulgaria.  Although…