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Author: Saj Karsan

Boombustology: Chapter 7

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

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Boombustology: Chapter 6

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

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When Intangibles = Cash

As value investors, we are trained to look at the “Goodwill” and “Intangibles” lines on a company’s balance sheet with great skepticism. After all, these supposed company assets are not hard assets...

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What Imation Says vs What It Means

All companies say they want to add value for shareholders, but not all actually mean it. Sometimes, investors have to read between the lines to figure out what are management’s true intentions. This article contains some...

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Vicon’s Value Destruction

Usually, a company’s stock price changes by more than its business value. This is evident by the price volatility that allows value investors like Warren Buffett to buy low and sell high (or in his case, hold forever). But...

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Colour That Tongue Blond!

The Q&A sessions during company conference calls are usually filled with the questions of analysts with very short-term mindsets. This is illustrated by the nature of their questions, which can range from “Is your...

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Expenses Ahead Of Revenues

Quarterly results can be very misleading. As value investors, we must think long-term and avoid over-emphasizing recent events. Negative quarters for otherwise healthy companies can occur for a variety of economic reasons,...

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Boombustology: Chapter 5

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

Read More

Boombustology: Chapter 4

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

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Universal Power Group: Really Cheap Now

Universal Power Group (UPG) is a distributor of batteries and other power-related accessories. While it has been cheap for a while, it just got really cheap as a result of the market turmoil and recent results that the market...

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