Student of Value
Compounding with Mr Market and a Margin of Safety
Browse: Home » FairPlay (6F3:BU)

Performance Review of Student of Value Write-Ups

October 12, 2013 · by Student · in General

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…

3 Bulgarian Net-Nets (Almost)

February 10, 2013 · by Student · in Company Research

Mekom (MKX) Mekom engages in meat and meat products manufacture and trade.  Most of its production is exported, but it also has a solid market share in Bulgaria, where it works with the major supermarkets.  Or this was the story…

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

January 29, 2013 · by Student · in News

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…

7 REITs in the BGREIT Index

The Better REITs in BGREIT

December 19, 2012 · by Student · in Company Research, General

As a continuation of my series of posts on Bulgarian real estate and REITs, I am doing a short summary of the companies in the BGREIT index.  The index is defined as: BG REIT is an index based on the…

FairPlay ($6F3:BU) Special Shareholders’ Meeting

December 18, 2012 · by Student · in Shareholders' Meeting

In my post on FairPlay ($6F3:BU), I mentioned the coming special shareholders’ meeting.  It was postponed from 6th to 10th December and proceeded uneventfully.  Both resolutions passed. The company will be issuing debt of 3 million Euro.  It’s anyone’s guess…

Fair Play Properties REIT Logo

Will FairPlay ($6F3:BU) Live up to Its Name

November 27, 2012 · by Student · in Company Research

A 90% price drop doesn’t immediately make a company cheap, but it definitely makes it worth a look. I lifted this idea from fellow value investor @DPBakalov, who also tipped me about Yuri Gagarin, which I wrote up previously. But…

I am a student of value and here I share some investment ideas, thoughts, and observations.

Follow @dgenchev

Read via RSS reader

Receive by email

Start a conversation

Tags

Active (5AX:BU) banks Bill Ackman blind valuation blogging BREF (5BU:BU) Bulgaria Bulgarian Stock Exchange BulLand (5BD:BU) BYD China Coca-Cola (KO) CTC Media (CTCM) DCF valuation deliberate practice education FairPlay (6F3:BU) Fazerles (4F6:BU) Greece housing market insurer investment expert joint venture Jumbo (BELA:GA) law-breaker masters of compounding METKA (METTK:GA) National Western Life Insurance (NWLI) net-nets OPAP (OPAP:GA) OTC price drop psychological biases Quality Products (QPDC) REIT Russia Sam Walton shareholders' meeting small cap Speedy (0SP:BU) Standard Chartered stock idea Walmart (WMT) Warren Buffett Yuri Gagarin (4PX:BU)

I follow:

  • Bronte Capital
  • Brooklyn Investor
  • Contrarian Ville
  • Distressed Debt
  • Geoff and Quan
  • Insider Monkey
  • Market Folly
  • Musings on Markets
  • Oddball Stocks
  • OTC Adventures
  • Value Uncovered
  • Whopper Investments

Copyright © 2022 Student of Value

Powered by WordPress and Origin