カテゴリー 全て - event - analysis

によって johnny johnson 13年前.

370

My Investing phliosophy

My Investing phliosophy

My Investing phliosophy

investment traits/goals

Focus on small to mid cap stocks
Bottom up analysis
turn over every rock

Blance Sheet Bargins

price within 10% of 52 week low
selling below Liquidation
below NCAV is a plus
no long term debt
High insider ownership
at least 35%
low P/B

Event Driven Investments

hidden investment opportunities are uncovered
Insiders do want it
Institutions dont want it

Mispriced Special Busninesses

selling below intrinsic value
great long term prospects
cometitive advantages
dividend record
more then 10 years of constant dividends
stable margins