Bull, Bear and Value

GL Sciences Inc. (TYO:7705) is a Japanese small cap with two main business segments. The first makes gas/liquid chromatography equipment ...

Brimag Digital Age (BRMG:TLV) is a consumer electronic distributor and retailer based in Israel. The company primarily imports and sells to...

A few months ago marks the 9th anniversary of this blog. So it is time to post my largest positions: Holding Category...

Anyone following Senvest recently knows that the company made a huge bet on Gamestop (GME), and it paid off big! Management finally divulged...

In my earlier Installux post, I said I was on the fence about my Installux holdings and I would wait until annual earnings report before...

For much of my investing career, my approach has been based on some basic value investing principles. Firstly, I look for cheap, well mana...

Clientele Limited (JSE:CLI) is one of my newest holdings. The company is in South Africa and is primarily in the business of providing in...

COVID hit most of the world starting in March 2020. So, many companies have (almost) had a year of impact from COVID. Many Japanese compan...

New Century Group Hong Kong (HK:234) has been a sad performer for a long time in my portfolio. I bought it initially around HK$0.13 and...

2020 has arguablly been the wildest year in the history of the stockmarket. As is the annual tradition, I post my largest positions. ...

Kansas City Life Insurance (KCLI) is a conservatively family-run company that has been in business for over a hundred years. The compan...

Senvest Capital is a company that I've discussed many times but not recently. Many things have happened since I lost wrote about i...

My most old and familiar holding is Philip Morris. Altria (MO) is the US version and Philip Morris International (PMI) is the internation...

Kansas City Life Insurance (OTC:KCLI) is a smallcap life and health insurance company with a long and stable history. In the company'...

In the last entry I described my view that the way to win in this market is to arbitrage across time and markets. I've describe...

It's been two months since my last post when the coronavirus really became the world's biggest problem. Back then, people were ...

Happy Sunday everyone. I just had to get that out of the way! The hysteria around where I am, is almost laughable. People are hoardi...

Hi all, in the last year since I've been mostly silent, I've received the most inquiries about IEH Corp (OTC:IEHC). I have attende...