Author: Saj Karsan

Investing in a company that is managed by the person who controls it is a bit of a mixed bag for investors. It’s great when management has skin in the game, but not-so-great when management abuses its control at the...

Warren Buffett has stressed many times that investor focus on quarterly earnings beats/misses is bad for both investors and companies. Rather than focus on the long-term, managers with such shareholders are implicitly encouraged...

A couple of weeks ago we saw a company that was trading at a deep discount to its net current assets lever up to buy a company for more than the acquirer’s own market cap! A reader alerted me to another net-net that just...

This fail should come as no surprise to anyone familiar with the name, but only recently was Qiao Xing Mobile somewhat officially outed as a fraud. Though I sold my shares months ago when the hints of fraud started coming out, I...

Shares of Overstock.com (OSTK) are held by value investor extraordinaires Prem Watsa and Francis Chou. But the stock has languished as of late, having lost 2/3’s of its value since 2010 and half of its value over the last...

George Risk (RSKIA) has almost as much cash as it does market cap! Furthermore, this maker of burglar alarm components is profitable and stayed profitable throughout the recession, despite the huge pressure (much of which still...