Mark to market: catching up on GAN, WTE, AER, Gold, Tankers, BFAM, and more

(Advance note: thanks again to all new and returning premium subscribers. I highly recommend all subscribers follow me on Twitter @puppyeh1 as I do endeavor to live-tweet key changes in my views/trading positions in any name I have written up.) This will be a bit of a ‘grab bag’ post, intended to catch up new … Continue reading Mark to market: catching up on GAN, WTE, AER, Gold, Tankers, BFAM, and more

GAN Plc: explosive mid-term growth + attractive technical setup still not priced in

Rarely do I still own, let alone write up, stocks that have doubled in a couple of months,  so Gan Plc (LSE: GAN) is very much an exception for me. But what would you pay for a software services company growing revenues >100%; where >50% of those revenues are already recurring in nature; where the … Continue reading GAN Plc: explosive mid-term growth + attractive technical setup still not priced in

Podcast debut – my investment philosophy, Japanese stocks, AER, Shinoken, GAN, NIO and more with Eric Schleien

I was recently on The Intelligent Investing Podcast with Eric Schleien. Eric is the founder of Granite State Capital Management and a fellow value investor. You can listen to the full episode here. We covered many of the names I think are of most interest at the moment (Aercap, Shinoken, Gan Plc, Nio, etc) as well as my … Continue reading Podcast debut – my investment philosophy, Japanese stocks, AER, Shinoken, GAN, NIO and more with Eric Schleien