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Latest Posts

VIB Premium: Company 8

Preview: Company 8 is a Hong Kong listed small-cap manufacturer, mainly operating in China. The company has consistent earnings and free cash flow, combined with a cash rich balance sheet. Many Chinese companies look fishy or impossible to asses with any confidence, but I think this company is unusually open in providing information in its […]

Sold Uehara Sei Shoji (TYO:8148)

Last week I sold my shares in Uehara Sei Shoji (TYO:8148). The company announced a management buyout in November and launched a tender offer at ¥5150. In December, the results were announced and if I read the filing correctly, just over 2 million shares were tendered. As a result, the management now owns ~83% of […]

Quick idea from Japan: Iwatsuka Confectionery (TYO:2221)

Last week, I sold one holding in the Japanese basket. I’ll post an update once I’ve decided what I want to do with the proceeds. There might be one or two other changes as well. Currently I’m leaning to buy one new position and to increase a couple of existing positions in the basket. I’ve […]

VIB Premium: Special Situation 1

Preview: This is a special situation investment. I think this UK-listed company is likely to be acquired in the near future and I don’t think that this possibility is sufficiently reflected in the current market price. This write-up focuses almost exclusively on the special situation aspect and not on the intrinsic value of the business. […]