Consolidated Infrastructure Group: Still Quality & Growth for Value

If you haven’t already (or just want a reminder), I strongly suggest that you read my original investment case for Consolidated Infrastructure Group (CIL) over here. In summary, while details have moved around and time has passed, the major thrust of … Continue reading

Anchor Group: Valuation Not Anchored in Reality

Anchor Group (ACG) has been an incredible listed success from when it listed during 2014. The Group is predominantly an asset manager with some peripheral financial services businesses. It has also just put out excellent H1:15 results this morning that … Continue reading