Sold Berkshire Hathaway

I realize I haven’t posted in ages. The reason is that there’s not that much to write about. I have made few trades over the last couple of months. The most significant change I have made to my portfolio is that I have sold Berkshire Hathaway. I never really discussed Berkshire on the blog. I […]

Holders Technology: a Graham net-net on AIM

Holders Technology (company website) is a supplier of special laminates and materials for printed circuit boards and is also a LED solutions provider to lighting and industrial markets. Holders Technology is a Graham net-net: Share price: 48.50p Shares outstanding: 3,939,551 Market cap: £1.91 million NCAV 05-31-2014: £4.08m Cash and cash equivalents 05-31-2014: £0.73m Total liabilities […]

Facebook and Twitter as value investments?

No, I have not completely lost my mind and will not argue here that Facebook and Twitter are actually undervalued. I have no idea what these companies are really worth. But I do think that there is a closed-end investment fund that might be an attractive speculation: the Firsthand Technology Value Fund (SVVC). Since this […]