Investing in Japan: late to the party

There has been a lot of coverage of Japanese stocks on a number of value blogs the past two years. Guys like Nate from Oddball Stocks and Geoff Gannon have been investing in Japan and posting their thoughts and some of their picks. The Japanese market has rallied quite a bit since the end of […]

Alpha Pro Tech and the value of optionality

Today I noticed a former holding of mine Alpha Pro Tech (APT) gained about 30% in just two days on very strong volumes. So, what happened that caused the stock to spike like this? It’s dangerous to talk about “the reasons” for a stock (or the stock market) going up or down. I find it […]

Why I sold ADDvantage Technologies (AEY)

ADDvantage Technologies (AEY) is a well known stock among value investors in micro cap stocks. Whopperinvestments.com has covered the stock extensively and has a position. In a post today he poses the question Is it time to bail on ADDvantage Tech? For now Whopper continues to hold. Another perspective was offered a few days ago […]

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 […]