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Wednesday, July 17, 2019
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 Tilera Corporation which manufactures semiconductors, had an interesting experience. He was thanked by a person […]
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 of origin to point of consumption for the purpose of conforming to customer requirements.” Small […]
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. In this light, pressure pumpers are key to the changing face of resource development. Despite […]
“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 in the acquisition leasing and trading of high-utility commercial or freight jet aircraft to passenger […]
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 end with the Aussie Dollar, Euro and S&P moving very strongly higher and therefore against […]
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 of foolishness, it was the epoch of belief, it was the epoch of incredulity, it […]
Price – 930p NAV – 1166p Discount to NAV – 20% Third Point Offshore Investors Ltd (LON:TPOG) is the biggest holding in my portfolio because I believe it gives me exposure to one of the greatest investors in the world at […]
“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 only one: they think the price will rise.” Peter Lynch “In short, the depression IS the […]
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 web. In my opinion, Zicom Group at around $0.20 offers investors a low risk and […]
“The temptation to quit will be greatest just before you are about to succeed.” Chinese Proverb “Many shall be restored that now are fallen and many shall fall that are now in honour” Horace Over the month of April […]
