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GAN
Catching up on some old ideas; one quick event trade; and diving under the hood (again) on GAN
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Is this the next GAN Plc?
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Mark to market: catching up on GAN, WTE, AER, Gold, Tankers, BFAM, and more
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What I’m buying now – part 2
A week or so ago I went through a grab-bag of bargains out there; the market has kept rallying so some/all of those are all a good deal higher. I'm actually fairly bearish on the broader market as I think price action of late looks very much like a prototypical bear market rally. It seems … Continue reading What I’m buying now – part 2
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