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 […]
Category Archives: US stocks
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 […]
Why I sold Stephan Company
Nate has written a good post about Stephan Company (SPCO) on his website. People who follow my Twitter account will know that I also owned some SPCO shares, but that I recently sold my shares after I read the latest annual report and the quarterly report for March 31, 2013. Revenue continues to fall and […]
JPS Industries
JPS Industries (website) trades on the pink sheets. I was reviewing some “dark” pink sheet companies I shortlisted about two years ago and noticed some interesting developments at this company. The company manufactures extruded urethanes, ethylene vinyl acetates and mechanically formed glass and aramid substrate materials. JPS Industries has two operating subsidiaries: JPS Composite Materials […]
Not an exciting net-net…
This is going to be a rather short post about a net-net on the pink sheets. Most of the good net-nets I have found on the pink sheets have already been discussed by value bloggers, some of my favorite blogs can be found in the right column of this site. I don’t plan on doing […]