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 […]

Riken Keiki (JP:7734)

Riken Keiki (company website) is a Japanese company that manufactures and sells gas monitors. Their monitors are used to detect toxic gases, to prevent oxygen deficiencies and to prevent gas explosions. Users are oil refineries, petrochemical and chemical facilities and various other industrial users. Examples of the gas detectors it sells can be found here: […]

CASA Holdings and Fiamma Holdings

I recently found out I can buy Singapore stocks at IB, so I have been looking at some stocks over there. I used the FT.com stock screener to find some interesting stocks. This post will be about Casa Holdings Ltd (C04.SI). Casa Holdings’ (company website) activities in Singapore consist of the distribution of electrical and […]