InfoVine has an EV of -75B. In other words, Mr. Market's offering this market-leading, durable, sticky business for less than free. At the same time, the company trades less than 5x earnings, generating significant cash-flow. INFOvine.co.,Ltd. operates in the mobile, security, gaming, and entertainment fields. The company offers UBIKey, a mobile phone certificate storage service; … Continue reading InfoVine (115310): Leading Business With Durable Competitive Advantages Trading Less Than Cash & 5x Earnings
Category: Net Net Stocks
Jemtec, Inc. (JTC): Canadian Nano-Cap in Niche Industry
Jemtec, Inc. (JTC) is a nano-cap company that trades on the Toronto Venture Exchange (TSXV). At current prices, you can buy the business for around $4.2M, or a little over $2M net of cash. It's very small. All figures will be in CAD. Background & Thesis The company is Canada's leader in electronic tracking technology. … Continue reading Jemtec, Inc. (JTC): Canadian Nano-Cap in Niche Industry
Three Ideas in Shipping
Deep value is found at the corner of “yucky” and “no way in hell” and over the last twenty years, shipping stocks have exhibited those two characteristics a hundred times over. Alex did a great job summarizing the macro view of the shipping market in his latest article, which you can read here. To brush up, … Continue reading Three Ideas in Shipping
Supplement Your Portfolio With NAII
Most pharmaceutical companies are hard to analyze, and even harder to forecast earnings and FCF over time, which makes them good candidates to be kicked to the curb for research. However, sometimes a company, even a pharmaceutical, can have tremendous balance sheets and generate consistent free cash flow that compounds over time. One such company … Continue reading Supplement Your Portfolio With NAII
Jay Walker Is At It Again
Ben Graham taught me that its better to invest in good businesses trading at discounts to intrinsic value. Warren Buffett elaborated on that idea and taught me it's sometimes okay to invest in great businesses at okay prices. What both of these men will tell you is that it's always a great idea to invest in companies … Continue reading Jay Walker Is At It Again
A Potential Long Call Option on Solar Energy
I believe it's been around two months since I've written about a particular potential investment, and most of that can be attributed to sheer laziness on my part. However, I would also like to think that the rush of finals week and the Christmas season played a larger part. During my writing hibernation, the portfolio … Continue reading A Potential Long Call Option on Solar Energy
Finding Value in the Netherlands
A huge part of my trading strategy is having a global, no holds barred mindset when it comes to my search for value in the markets. Restricted to companies specifically in the US, one would have trouble finding companies trading at steep discounts to intrinsic value in these US equity markets. With the freedom associated … Continue reading Finding Value in the Netherlands
Two Charts For Next Week Trading
Its been a crazy week with the first full week of classes starting, and yes, it is finally the last year of schooling for me! But with the Labor Day Weekend extending my freedom by another day, it gives me time to send y'all a heads up on what I am thinking about going into … Continue reading Two Charts For Next Week Trading
A Look into the World of ADHD Drug Companies
I've been content sitting on the sidelines with the positions in my portfolio, so I'm not pressed to spend cash for the sake of spending cash. Seemingly each day that passes the market rises higher and higher, and the bargain bits and pieces are being steadily sucked up in the vacuum that is 'animal spirits', … Continue reading A Look into the World of ADHD Drug Companies
Deep Restructuring Play in Biotech
It's been a while since I've written about a particular company, and frankly its not because I don't have the time ... I just haven't really found any worth writing about. Whether its a new IPO, or Amazon's buyout of Whole Foods, one event or another seems to kick the market past 6th gear and … Continue reading Deep Restructuring Play in Biotech
The Market Plunger 