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Recent Posts

Ascendis Health: Why I Sold
EOH: The Cracks Appearing
Master Drilling: Illustrating Value
Master Drilling: The Big Mistake
Master Drilling: Hidden Gem
Santova: Growing & Undervalued
Good Businesses Tend To Stay Good
Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 2 of 2)
Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 1 of 2)
Management Shareholding Abuses
What Is & Is Not Fraud?
Sabvest: Unique Opportunity
When Does Valuation Matter & When Doesn’t it?
Tax-Free Savings Accounts: Buy Risk & Sell Time
What Do Auditors Do & Not Do?
Why Quality Matters for Small Cap Investors
Santova: Global But With a Domestic Rating…
Lessons: Over-reliance on Management
Lessons: Two-edged Blade of an Anchor Shareholder
Lessons: Mining is (Dam) Complicated

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