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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. […]
Hibernia Bancorp to be sold for $32.00 in cash
Exactly one year ago today, I posted about Hibernia Bancorp. Yesterday, the company announced it will be bought by Union Savings and Loan Association for $32.00 in cash. Hibernia was one of the very few banks out there that was still trading below 80% of book value (up until yesterday). In my post I speculated […]
Sold Soft99 Corp (TYO:4464) and some other changes
Japanese stocks are having a strong year, with the Nikkei up ~16%. Some positions in my basket of Japanese stocks have seen large price swings as well. This week I’ve sold two positions in the basket. One of them is Soft99 Corp(TYO:4464), which is up 83% since publication. Back in April, the company was trading […]
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