Deep Value Investing
In search of value.
Sunday, 24 September 2017
Ladbrokes Coral Group: Lame duck or a smart bet?
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Lame duck, in literal sense, refers to a duck unable to keep up with its flock. Market sure thinks that the Ladbrokes Coral Group (LCL) - ...
5 comments:
Tuesday, 8 August 2017
Hudson Bay: Activist play
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Hudson Bay (HBC), the Canadian listed diversified global retailer has come under attack from activist investor, Land and Building Investme...
2 comments:
Saturday, 15 July 2017
ABRACADABRA: Altaba
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Yahoo is no more. Having sold its core business to Verizon, all that’s left is a stub, now called Altaba. You can think of Altaba as a mag...
Friday, 26 May 2017
Toshiba: From nuclear renaissance to nuclear nightmare
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“There is a chronic culture of lying. We can’t possibly trust such a company. Shame on you.” – An angry Toshiba shareholder at a recent sh...
3 comments:
Thursday, 23 March 2017
Akzo Nobel: One way or another
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Akzo Nobel has fended off a second approach in 2 weeks from PPG. The improved offer values each Akzo Nobel share at €90 which is a ~8% im...
2 comments:
Sunday, 19 March 2017
Key Energy Services – a punt worth making
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Key Energy Services (KEG) i s the largest US onshore rig-based well servicing contractor based on the number of rigs owned. Its business ...
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