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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