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Latest Posts

PNE Industries

PNE Industries (website) is a net-net listed in Singapore. The company has two segments: Contract manufacturing: the manufacturing of electronic controllers, transformers, and other electrical and electronic products Trading: the manufacturing and trading of emergency lighting equipment and lithographic plates, used for off set lithographic printing The latest financial data are from March 31, 2013 […]

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 […]