This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
This content is for Raper Capital Pro subscribers only.
To gain access, please subscribe HERE.
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
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
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