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Monday, 21 April 2014
Sifting Through Thrifts - An Introduction to Thrift Conversions
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https://www.dropbox.com/s/v0pn0y68kfzt0zk/Thrift%20Conversions%20-%20April%202014.pdf http://www.beyondproxy.com/sifting-thrifts/ S...
4 comments:
Monday, 31 March 2014
Mawson West (TSX:MWE) - Cheap but not 'Stupid Cheap'
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While some companies don't screen well (hidden assets, unprofitable divisions, bloated pension liab.), others with limited-life assets ...
Thursday, 20 February 2014
Maxim Power Corp - Attractively Priced, but Regulatory Risk Remains
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Full report - https://www.dropbox.com/s/w5m7pxep3a6ql5i/Maxim%20Summary.pdf Description. MAXIM Power Group (“Maxim”) is an Independent...
5 comments:
Thursday, 6 February 2014
Careful when riding coat-tails
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Most of my time when looking at investments is spent rejecting ideas. Personally, I prefer reading other peoples ideas from various blogs, ...
Wednesday, 5 February 2014
The two most useless (useful) investment tenets
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Over the last few days, I've been thinking about my ever changing investment philosophy, in an attempt reach some clarity towards my cur...
1 comment:
Monday, 27 January 2014
My Investment Thesis on Rain Industries
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Full report can be found at: http://www.beyondproxy.com/rain-industries-ltd/ https://www.dropbox.com/s/gj6rhpbhih181s6/Rain%20final.pd...
56 comments:
Back on the block (blog)
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Last year I took an hiatus from blogging as most of it was spent working on the sell-side, which provided several regulatory restrictions a...
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