India’s Education Challenge – And How Technology Can Help
India’s Education Challenge – And How Technology Can Help On a recent trip to India, Anant Agarwal, an entrepreneur who has founded several companies including…
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Radiant Logistics: The Long Case In Depth
By Kelpie Capital Logistics – “The process of planning, implementing and controlling the efficient, effective flow and storage of goods, services and related information from point…
Calfrac Well Services a Shale Co. With Moat, Trading at 5x EV/ EBITDA
Summary As a contrarian investor I look for opportunities to identify companies whose likely future will be better than their perceived future. It’s that simple….
AirCastle Ltd: Trading Below Book and Competitors are Extinct
“A capitalist should have shot down the Wright Brothers during their historic “first in flight” moment.” Warren Buffett Summary Aircastle Limited (NYSE:AYR) is a global company engaged…
June Was a Bad Month For Value Investing Strategies
By Kelpie Capital Ouch!! That’s what this month felt like, particularly on the last day when the market enjoyed a face-melting rally into the quarter…
The UK Economy: An In-Depth Look at the Housing Market
By Kelpie Capital “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age…
Third Point Offshore, An Alpha Master at a Discount
Price – 930p NAV – 1166p Discount to NAV – 20% Third Point Offshore Investors Ltd (LON:TPOG) is the biggest holding in my portfolio because I…
Spanish Conundrum: Too Big to Save but Too Big to Fail
“Each politician pursues self-interest while the common cause imperceptibly decays.” Thucydides. “Insiders might sell their shares for any number of reasons, but they buy them for…
Zicom Group $ZGL, a Misunderstood GARP stock
First off, I’d like to thank Joe at WalueinvestingWorld for alerting me to this idea, his site provides a great source of links/articles from around the…
AUD/USD Short Trade
“The temptation to quit will be greatest just before you are about to succeed.” Chinese Proverb “Many shall be restored that now are fallen…