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…
Read MoreIndia’s Education Challenge – And How Technology Can Help On a recent trip to India, Anant Agarwal, an entrepreneur who has founded several companies including…
Read MoreBy Kelpie Capital Logistics – “The process of planning, implementing and controlling the efficient, effective flow and storage of goods, services and related information from point…
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….
“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…
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…
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…
Price – 930p NAV – 1166p Discount to NAV – 20% Third Point Offshore Investors Ltd (LON:TPOG) is the biggest holding in my portfolio because I…
“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…
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…
“The temptation to quit will be greatest just before you are about to succeed.” Chinese Proverb “Many shall be restored that now are fallen…
“It was luxuries like air conditioning that brought down the Roman Empire. With air conditioning their windows were shut, they couldn’t hear the barbarians coming.”…
Overview SanDisk Corporation (NASDAQ:SDNK) was founded in 1988 by Dr Eli Harari who remained Chairman and CEO until the end of 2010. The company is a…
The Weir Group PLC (LON:WEIR) operates in 2 main divisions. Weir Minerals is a world leader in slurry pumps and valves manufacturing for the mining industry….
“Current prices have squeezed out all of the risk and interest rate premiums from future cash flows, and now financial markets are left with real…
Here is the transcript of an interview I did with Steven Dotsch, Managing Editor and Founder at www.dividend-income-investor.com and www.early-retirement-investor.com . You can read it at sourcehttp://www.dividend-income-investor.com/interview-with-a-young-value-investor/ I was…