Clik here to view.
On Making Investment Mistakes and Getting Lucky
Unscheduled maintenance: Apologies to those of you who tried to access StudentOfValue.com in the past week and failed. Last Friday, there was some unscheduled downtime due to issues with Amazon's...
View ArticleClik here to view.
Who Ate Weight Watchers’s (WTW) Lunch?
Weight Watchers (WTW) has attracted a lot of attention in the past 6 months. Here is why: The stock price has declined from the $45 range to the $37 range, to $30, to $20. And, if you look further...
View ArticleClik here to view.
Notes on the Outsider CEOs
I haven’t done book reviews on this blog and this is not one either. However, I finally read The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and I would...
View ArticleClik here to view.
A Rerun of CTC Media (CTCM)
Earlier this week, John (@portfolio14) reminded me of the first company write-up on this blog, CTC Media (CTCM) – a Russian TV broadcaster. All the negative news from Russia are attracting more and...
View ArticleClik here to view.
Notes on The Success Equation
…great success combines skill with a lot of luck. You can’t get there by relying on either skill or luck alone. You need both. – Michael Mauboussin, The Success Equation Since my notes on The...
View ArticleClik here to view.
Speedy ($0SP:BU)
Company Founded in 1998 in Plovdiv, Speedy (0SP:BU) is a Bulgarian package delivery company. In a little over a decade, it became the largest private package delivery company and the second largest...
View ArticleClik here to view.
Speedy’s (0SP:BU) Acquisitions in Bulgaria and Romania
In the previous post, I wrote about the leading delivery company in Bulgaria and hinted about its acquisition plans. Now – the promised follow-up. Acquisition This March, Speedy (0SP:BU) entered a...
View ArticleClik here to view.
AS Company (ASCO:ATH) : A Cheap Greek Toy
This is not the first time I feature a Greek company on this blog. Before, I have posted about: OPAP (1, 2) – The gambling monopoly which has doubled since my February 2013 write-up. METKA – The metal...
View ArticleClik here to view.
John Wiley (JW.A): Mini Monopolies in Academia
In my quest for businesses with monopoly features, I came across this company that has mini monopolies scattered throughout the academic sphere. I am talking about John Wiley (JW.A) and its academic...
View ArticleClik here to view.
XP Power (XPP:LSE): Daft Electronics
XP Power (XPP:LSE) is a London-listed, Singapore-registered company providing power supply solutions to the electronics industry in the USA, Europe and Asia. Business Let me add nuance to the above...
View Article