General

Judges Scientific plc

Today, I would like to present you one of our top picks for the next years:

My best book of the year: Superforecasting – The Art and Science of Prediction

On October 12, 2004 Yasser Arafat, the 75 year old leader of the Palestine Liberation Organization, became severely ill with vomiting and abdominal pain. Over the next three weeks his condition worsened. On October 29, he was flown to a hospital in France where he fell into a coma. On November 11, 2004 Yasser Arafat, […]

Looking back at 2015 – Happy new year!

  Dear readers,   a happy new year to all of you! Here is an overview of our main investment ideas of 2015 and their performance:     Our three investable ideas fortunately did well this year and we are happy if you trusted us with those. These are other stocks we have talked about, […]

S&T AG – Real Option Smart Energy

Disclaimer: This is not an investment advice, please do your own research and don’t follow anyone blindly. Furthermore, it has to be mentioned that the author and related parties are long-term shareholders of S&T AG for many years and thus participate if the share price increases. Additionally, the author and related parties may sell their […]

Dhando investor meeting 2015 – A day with Mohnish Pabrai

Back in 2013 we were invited to attend the Pabrai annual fund meeting to speak to Mr. Pabrai in person. Unfortunately it was not possible to meet him until six days ago. Thanks too my employer Fronteris, I was able to attended his annual meeting and a bike ride with him. In addition to this […]

Hargreaves Services Plc. Hidden Asset valuation

Today we would like to provide further insides into our hidden Asset valuation of Hargreaves Services plc, where a friend of us, Daniel Gilcher helped us.   According to the annual report of 2014 the book value of land assets are carried at cost: 8,418m GBP. The problem is, that we don’t have a lot […]

Vitec Software Group AB: Our best bet?

Intro     Today, we want to introduce a company we found trough a stock screening process and which we found very interesting: The Vitec Software Group AB (STO:VIT-B) is a Swedish software designer specialized in comprehensive property and energy management systems for buildings, forecasting for energy companies (electricity, district heating and wind power), management systems […]

Hargreaves services plc

Today I would like to present you a company which pops up in nearly every value screener which we use and is already well known by some value investors (the result below is from the quant investing screener):     I’m talking about Hargreaves Services Plc. (OTCMKTS: HGRVF), which was founded in 1994 with the […]

Weekly links and Banque Privee Edmonde de Rothschild

Hello readers, we are sorry for the recent slowdown in blogging activities which are mainly due to time constraints and restrictions on what we can and would like to publish, but the good news is that we will publish two new company analyses in the near future. As I’m recently working on quantitative value portfolios, […]

METKA S.A.: One of the cheapest companies in the world?

Today we would like to present you METKA, which is probably one of the cheapest stocks in the world. Before we start with actual valuation, we provide an executive summary as this is a rather long post. Afterwards we would like to highlight the history of this over 50 year old company.   1. Executive […]