Press "Enter" to skip to content

Margin of Safety 101
Valuation is an imprecise art and the future ain't always what it…
Seritage Growth Properties: Skating Where The Puck Is Going
Formed at the initiative of Edward Lampert, the Sears chairman and chief…
31 Lessons Learnt (Sometimes Painfully) About Value Investing And The Money Management Business
1. Rather than trying to win by outsmarting the competition, better trying…
TripAdvisor: Lolapalooza In Motion?
Sometimes investors become so deeply intoxicated with concepts and compelling narratives that…
Sears Holdings: It Ain’t Over Till It’s Over
The poster child of disruption in retail, Sears Holdings remains a hard…
American Real Estate, Russian Prices
Twenty years ago, a close relative bought several apartments in a residential…
Value Investing In Canada: The Good, The Bad & The Ugly
A specialty pharmaceuticals company based in Montréal, Québec, Knight Therapeutics comes across…
Automakers: Too Cheap To Ignore?
French automaker Renault – the largest worldwide when considered its strategic alliance…
Maximum Pessimism: Opportunities In Oil & Gas
To buy when others are despondently selling and to sell when others…
Value Investing In Europe: Growth And Value Joined At The Hip
Listed in Belgium, majority-owned and run by Luc Tack – the turnaround…
LyondellBasell: Lucky Break, But Attractively Priced
An American chemical company incorporated in the Netherlands, with the bulk of…
Colfax: Not Your Typical Roll-Up
Colfax is a fast-growing industrial conglomerate owned and run by brothers Mitchell…
Era Group: A Flying Cigar Butt
One of the largest helicopter operators worldwide, Era has the bulk of…
Calvalley Petroleum: No Deep Drilling Required
A new conflict broke out in Yemen. For old-fashioned Graham & Dodd…
Elbit Systems: Here to Stay
The largest privately owned defense company in Israel, and a preferred supplier of…
Q-Logic: A Cannibal Trading At Three Times Earnings
Headquartered in Aliso Viejo, California, Q-Logic Corporation designs and supplies high performance…
Xerox: Tarred With The Wrong Brush
"Many shall be restored that are now fallen, and many shall fall…
A Framework To Invest In Utility Stocks
More money has been lost reaching for yield than at the point…
Bic: A Defensive Play For The Enterprising Investor
Founded in Paris by flamboyant baron Marcel Bich seventy years ago, Société…

Posts published in June 2017

Value Investing In Europe: Growth And Value Joined At The Hip

tessenderlo

Value Investing In Europe: Growth And Value Joined At The Hip

June 16, 2017

Listed in Belgium, majority-owned and run by Luc Tack – the turnaround artist of Picanol fame – Tessenderlo is an industrial conglomerate which does the bulk of its…

LyondellBasell: Lucky Break, But Attractively Priced

undervalued company

LyondellBasell: Lucky Break, But Attractively Priced

June 15, 2017