Nam Lee Pressed Metal Industries designs, manufactures and installs aluminium and steel products, such as door frames, gates and sliding windows / doors. These products are used for houses and flats. Nam Lee also builds mainframes for container refrigeration units. The company is listed in Singapore (ticker: SGX:G0I). There’s already a good write-up about this […]
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 […]
Merchant House International: a cheap shoe manufacturer listed in Australia
To start off this post, a quote from Berkshire’s annual letter for 2000: “Most of our manufacturing, retailing and service businesses did at least reasonably well last year. The exception was shoes, particularly at Dexter. In our shoe businesses generally, our attempt to keep the bulk of our production in domestic factories has cost us […]