The following is a guest post written by Phil Kazmaier, who has written for this site before: Deswell Industries (DSWL) owns and operates a factory overseas specializing in production of plastic molded components (such as the...
Read MoreArtio is a money-manager on a bad run. The company is still making money (the major costs in this industry are salaries, which can become variable when the need arises!), but assets under management (AUM) have fallen...
Read MorePeter Drucker is often called the father of modern management. Many of the management books of today have borrowed from or elaborated on the ideas Drucker set forth in earlier decades. I recently had occasion to read The...
Read MoreWhat a turnaround at Meade, and not in a good way. When Meade was brought up on this site as a potential value investment just over a year ago, its net cash position matched its market cap while its cash flow was positive. Since...
Read MoreNew Frontier Media (NOOF) has been on the Stock Ideas page for more than two years now, but it’s time has finally come. The company received a buyout offer (that its board is on board with) for $2.02/share. Unfortunately,...
Read MoreA common criticism of investing in net-nets is the lack of catalysts. Sure these companies may be undervalued, some say, but how many years will it be before that value is unlocked? But occasionally, net-nets stay net-nets even...
Read MoreToday, ALCO Stores reported that it has purchased 12% of its shares in one fell swoop. If you haven’t looked at this company already, you may wish to do so. This is a profitable net-net that traded at a 58% discount to its...
Read MoreI received a question from a reader who must be interested in participating in Sycamore Networks’ (SCMR) massive special dividend. When it comes to dividends and special dividends, investors are trained to look for the...
Read MoreJust 15 months ago, shares of Asta Funding could be had for $6 and change. At that time, the stock was brought up on this site as a potential value investment. Since then, the shares are up some 50%, offering investors the...
Read MoreKarsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site....
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