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MIKO BV – Quick comparison with Groupe Guillin SA (FR0000051831) 26 Aug 2013 | 02:32 pm
In my MIKO BV post a few days ago, Winter commented correctly, that the plastics division of MIKO looks similar to what a French company called Groupe Guillin SA is doing. At a first glance, Group Gu...
Some links 25 Aug 2013 | 01:50 pm
The future of Utilities is very uncertain says a CEO of an US utility company Great stock analysis about Melco, a HK listed company from Sahara blog Expecting value looks at Albermarle Indonesia is...
Slovenia: The next Cyprus or contrarian opportunity ? 23 Aug 2013 | 12:10 pm
I bet that many people could not point out on a map where Slovenia actually is located. Many people also don’t really know the difference to Slovakia. So lets look at Wikipedia: Slovenia is a small ...
Book review: Circle of Friends – Charlie Gasparino 21 Aug 2013 | 02:56 pm
During a short holiday break I read that book. It is written by Charlie Gasparino, a quite famous Wall Street reporter. The book is about the recently uncovered insider trading activity including amo...
MIKO NV (BE0003731453): Coffee and plastics – a tasty combination ? 13 Aug 2013 | 11:10 am
DISCLAIMER: The stock discussed is a relatively illiquid small cap. The author will most likely own the security already before posting any analysis. This is not an investment recommendation and refle...
Short cuts: IVG, KPN, ThyssenKrupp 12 Aug 2013 | 04:06 pm
IVG Friday night or Saturday is always a good time for another “breaking” news item about the IVG restructuring. This time they came out with an outline of the restructuring plan. As expected, equit...
Some links 10 Aug 2013 | 02:43 pm
Red has some very good comments on Dart Group. Must read: Michael Pettis on China Punchcardblog is writing a fictitious letter to Jeff Bezos about the newspaper business Expecting value looks at pa...
Short cuts: Installux, Maisons France, SIAS, EMAK 8 Aug 2013 | 11:09 am
Installux Installux reported 6m numbers. As they have already indicated, sales were down -10%. Interestingly, they managed to keep their EBIT margin at a constant 11%, despite higher depreciations. ...
AS Creation (DE000A1TNNN5) Half year report 2013 – SELL 6 Aug 2013 | 06:11 pm
AS Creation was on my watch list for a potential sale quite some time. The initial investment casé was as follows: At the time of writing in 2010, AS Creation was trading at around 29 EUR. We though...
Some links 4 Aug 2013 | 05:36 pm
Cassandra about the difficulties of reinsurance companies run by hedge funds Michael Lewis has a new big piece about the ex Goldman programmer who got 8 years in prison for stealing HFT code Recomme...
