Slow value investing and special situations. They buy diesel engines, put them into big metal containers, add some basic electricity generating gear and rent them out globally to whoever needs them. A retired HF guy is shorting Canadian housing.

Thursday, August 13, 2015. A look back at Hotung over the last one year. I had posted about Hotung a year back. A link to that post is below. Hotung Original Post a year back. To recap, in summary, the idea was. The share is trading at 15-15. This is the performance of the stock from that initial posting date. Another positive is that be.

Jag har inte skrivit publikt på bloggen om Spectrum. Men det är ett innehav som vi analyserade i Värdepappret. Och senare köpte in till Värdepapprets aktieportfölj. Idag presenterade bolaget att man förvärvade Fugros multi client-bibliotek för 115 miljoner USD. Endast 1,5 miljoner av de nyemitterade aktierna släpps till marknaden och det borde finnas en risk i att.

A blog about miscellaneous stuff of my interest, mostly finance related. Friday, February 21, 2014. of users drives pricing of social media companies. Aswath Damodaran correlates key metrics of different listed social media companies. Value per user in terms of EV also depends of kind of service offered by company.