Computime Group Ltd (0320.HK): a net-net in Hong Kong

The market turbulence in the last quarter of 2018 created a few attractive prices in some of the companies on my watchlist. Many of the companies I loosely track in Hong Kong also became a lot more appealing during this sell-off. I have bought a couple. The subject of this post is one of these […]

Legend Corporation (Company 3) write-up unlocked

I’ve made the premium post about Company 3 available to all readers. The post was published in May, 2017. Company 3 is Legend Corporation (ASX:LGD). In short: The business was operating at somewhat depressed levels in the last couple of years, but I thought this was probably temporary. Legend Corporation is a fairly boring business […]

VIB Premium: Company 10

Preview: Company 10 is a small, OTC-listed community bank. The company is trading at less than 10 times this year’s expected earnings. It is however trading at a premium to book value, unlike most of the other banks in my community bank basket. I do think the bank is cheap on an earnings basis and […]