A microcap net-net in Greece

A few weeks ago I read this article about Fairfax Financial’s investments in Greece. In that article Prem Watsa had some interesting comments on the Greek economy: “In terms of the economy, the last four or five years have been very tough for Greece,” Fairfax Chairman and Chief Executive Officer Prem Watsa said in a […]

Belgravium update

Tom Russo looks for something he calls “the capacity to suffer” in the companies he invests in. This is the willingness of a company to suffer poor initial returns on an investment in order to gain a big competitive advantage at a later time. For example a company that invested heavily in China since the […]

Leeds Group

It has been a while since I last posted. I don’t really have a regular posting schedule for the site at this point. The best way to keep up with new posts is to subscribe to the RSS feed or follow me on Twitter. One interesting stock I recently found on the AIM market in […]

Belgravium Technologies

Belgravium Technologies (company website) builds rugged mobile computing devices and also develops software that runs on these devices. Belgravium is listed on the AIM in London (ticker: BVM). The company is active in three main markets: Warehouse and Logistics: mobile computers and bar code scanners make it easier for companies to keep track of inventory […]

Audika Groupe: can you hear the call of value?

The French company Audika Groupe (EPA:ADI, company website) sells hearing aids in France and in Italy. The Italian operations were started-up in 2007 and Audika’s presence is still fairly limited with 54 hearing centers. Audika’s main market is clearly it’s home market, France, where the company has established over 440 hearing centers. The company sells […]