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 […]
Last year I wrote about the Japanese company Solcom (TYO:1987) after I posted about them on CoB&F. After their reverse split, I did end up buying some shares and the company was therefore part of my basket of Japanese stocks.
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 […]
I’ve taken a speculative position in Cambria Africa (LON:CMB). Cambria Africa is an investment company that is building a portfolio of investments primarily in Zimbabwe (I know, hold on!). The company is listed on the AIM market in London.
Preview: Company 9 is a South African company that is trading at 6x earnings and 0.5x book value. Free cash flow can be quite lumpy though. This is not a high quality compounder by any means, but I think it’s too cheap to ignore at this price. You would need a broker with access to […]