A "crypto derivative" value play with Watches of Switzerland (WOSG)? : “Even a broken clock is right twice a day”.. It’s been a while since I’ve shared an investment idea - the last few articles have worked out quite well, i.e. Future Fuel (FF) announced a $2.50 special dividend, ~40% of the market cap from when I first wrote about it
April 21, 2024, 7:48 a.m.
An investment screen to consider - cash boxes with a business attached #2 (Idea 1: FF): This post is a build on the previous post regarding investments that I term as “cash boxes with a business attached”. The criteria is as follows: Large cash box (preferably >50% of market cap) Is it a locked cash box or an open cash box - either a history of capital returns or a large investor to ensure alignment
Feb. 8, 2024, 10:49 a.m.
The preferred way to participate (TDS): There’s been quite a fair few interesting situations around but I thought this one was especially fascinating (and quirky enough for me) given the way everything ties in. Quick update on certain stonks are placed at the end of the article. TDS Telephone and Data Systems (TDS) is a stonk that most white-haired value investors should be familiar with. The company is sort of a cellular quasi-holdco with an 84% stake in publicly traded wireless provider USM (w
Nov. 28, 2023, 8:20 a.m.
Pacific Current (PAC.AX) quick updates: Readers can refer to post 1 and 2 for a more thorough background on this trade but basically, PAC.AX was involved in a bidding war, multiple bidders in the fray, with the market, out of sheer inefficiency, pricing the probability of securing a binding scheme of arrangement at <50%, going to even as low as 30% throughout most of October.
Nov. 3, 2023, 7:19 a.m.
