Deviating from my normal deep value investing premises, I stumbled upon LG Display Co. when searching through my consolidation screener and immediately loved the price action on the stock as the weekly price candle broke through the triangle consolidation pattern seen here: Normally I like to screen for companies on fundamentals first, and then … Continue reading Potential Momentum Play in LG Display Co Ltd.
Author: The Market Plunger
Discovering great businesses at cheap prices, one overturned rock at a time.
Another Way To Play Pharmaceuticals (SWKH)
The search for value is getting harder, but its not impossible, not yet. I wonder if at the point of impossibility to find decent value, the end of the bubble will appear. Either way, I don't care. I'm not in the business of market timing, I'm in the business of finding value and extracting profits … Continue reading Another Way To Play Pharmaceuticals (SWKH)
Timmins Gold Deep Value Buyout
Below is a snapshot of my write-up on Timmins Gold (TGD) from April 28th. TGD popped up on my deep value screener and was hanging around the top of the list for a while but I cared not to look. However, after looking at the price action of gold, and developing a personal hypothesis on … Continue reading Timmins Gold Deep Value Buyout
InsipreMD (NSPR) A Medical Cigar Butt
Quick Fundamental Figures Price to Book - 0.23 Price to Sales - 0.19 EV - to - EBITDA - 0.06 Price to Net Cash - 0.43 Price to NCAV - 0.28 A Cigar Butt With A Few Puffs InspireMD Inc is a medical device company. The Company is engaged in the development and commercialization of … Continue reading InsipreMD (NSPR) A Medical Cigar Butt
Going Long Russia: Part 2
If you've stuck around for Part 2 of my Russian Bull Thesis, congrats! If you haven't read Part 1, check it out here. I won't bore you with Part 1 review, so I will give a brief overview. Part 1 dealt with the Russian economy as a whole, which returned a bullish hypothesis after my research. … Continue reading Going Long Russia: Part 2
Build – A – Bear Workshops Review
On the 17th of February, I wrote up a piece about Build - A - Bear Workshops in which I expressed a bullish opinion on the company. Keeping all my company write ups on file, I periodically go back to see my thinking, and to see how my thought process matched with what happened in … Continue reading Build – A – Bear Workshops Review
Going Long Russia: Part 1
Jim Rogers is one of my favorite investors to listen to. Truth be told, every Sunday I search YouTube to see if there are any newly released videos of Jim Rogers' views on economies and markets. Rogers is one of the greatest investors of all time, joining forces with George Soros to create the Quantum … Continue reading Going Long Russia: Part 1
My Positions in My (Paper) Account
I want to start making monthly posts about the state of my portfolio, why I have positions the way I do, and what I am planning going forward. This will be more of a bulleted style list of things, whereas my companies analyses are droves of paragraphs. Without further hesitation, let's roll. Long Positions British … Continue reading My Positions in My (Paper) Account
Juniper Pharmaceuticals Distress Play
Pharmaceutical companies. When I think of biopharma, the first word that pops into my head is, "stressful". I'm right, to an extent. Pharmaceutical companies, especially those in the small cap / micro cap space live and die by drug approvals and pipeline passes. Failure to pass a drug test or failure to bring a product … Continue reading Juniper Pharmaceuticals Distress Play
Is Silver About to Breakout?
Moving away from individual securities and US equities on the whole, along the quest for value, I love venturing into my bigger passion, Global Macro Investing. Don't get me wrong, I'm a sucker for a great undervalued company trading well below book value. But at the same time, my friends will usually find me analyzing … Continue reading Is Silver About to Breakout?
The Market Plunger 