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 […]

Current basket of Japanese stocks

It has been a little more than one year since the last update on my Japanese stocks. I have made a number of changes since then and will briefly discuss the current Japanese basket. Currently there are nine companies in the basket. I no longer own the two companies I first invested in: I sold […]

PNE Industries sells down stake in PNE PCB Bhd

A quick update on another positive development at PNE Industries. On June 6 the company called an Extraordinary General Meeting to ask shareholders approval for the disposal of the company’s 42.8% shareholding in PNE PCB Bhd: link. This resolution was passed by shareholders on June 25. PNE Industries announced today that is has sold 5.0 […]

Datronix Holdings: a cash-rich net-net

Datronix Holdings (company website) designs and manufactures magnetics. These magnetics are used in consumer electronics, data processing appliances, military components and healthcare devices. The magnetics are sold under the brand name “Datatronics”. Most of the products are customized and tailor-made to the customer requirements. The investment case for Datronix (ticker: 0889.HK) can be summarized as: […]