One sector I like right now is community banks. I own a basket of small, OTC-listed community banks. Last year was a very turbulent year for the banking sector obviously, and even though things recovered quite quickly in the last couple of months, I think there are still a lot of interesting situations to be […]
Ossia International: trading at ~4x earnings, with hidden growth and a catalyst
I found this idea on the blog of Myles Kuah, who can also be found on X (Twitter). I think Ossia International (ticker: O08.SI) is a very attractive special situation and growth investment. I won’t spend too much time rehashing the same information from Myles’ blog, but instead focus on two areas that I think […]
Brook Crompton (AWC.SI) update: majority shareholder shenanigans
I wanted to post an update about Brook Crompton (AWC.SI) which I last wrote about two years ago. Back then the situation seemed pretty attractive: a cash-rich company with relatively steady earnings, trading at a nice discount to book value, and with some buyout potential from the majority shareholder. Enough for me to buy a […]
COVER 50 S.p.A.
A quick post on a small recent position for me, COVER 50 S.p.A. (COV.MI). The company is listed on the Euronext Growth Milan market in Italy since 2015. The Growth Milan market was formerly known as AIM Italia.
Procurri Corporation: a lot cheaper than it looks
I have been a shareholder of Procurri since last year. Recently I added to my position and it is now a top three position in my portfolio (I’m very diversified in my investing though). I first heard about the company from janeo on Twitter. Well worth a follow if you’re interested in deep value stocks, […]