It’s always a good idea to go back over your past investment decisions and evaluate whether they were correct or not and in this post I do just that.
Craven House Capital presents an almost unbelievable special situation. Selling at only 64% of its net assets, it is issuing new shares for almost 5 times the current share price, benefiting shareholders.
My portfolio performance for the first 6 months of 2013 and what it looks like as at the end of June.
In the first part of this series I talked about the various options for a small time investor to hedge currency. In this second part I will say how I intend to test these against each other and detail the exact transactions I have performed.
A few boring, but important notes on the Investing Sidekick website, especially for RSS followers of the site.
In part 1 of this series I look at the options available to investors for hedging currency risk and how I plan to find out which is best.
It has been another week of no luck finding a suitable investment, but I’ve also been quite busy this week. I’ve been reflecting a bit on just how much time and effort investing takes and whether you are getting good value for the effort put in.
Danieli is trading below its net cash position and on a forward P/E ratio of only 7.9. The management is honest and competent and the company has been profitable for over 10 years. So why don’t I think this is a good investment?
In one of my previous posts I analysed Sino Grandness and said it presented an attractive risk reward opportunity. I fear I misunderestimated the risk and wanted to share what I have been reading since posting the article.
I do a lot of reading and over the last couple of weeks I have read a number of interesting articles with some great investment opportunities and musings which I wanted to share.