I found this idea on the blog of Myles Kuah, who can also be found on X (Twitter). I think Ossia International (ticker: O08.SI) is a very attractive special situation and growth investment. I won’t spend too much time rehashing the same information from Myles’ blog, but instead focus on two areas that I think […] The post Ossia International: trading at ~4x earnings, with hidden growth and a catalyst first appeared on ValueInvestingBlog.net ..read more

I wanted to post an update about Brook Crompton (AWC.SI) which I last wrote about two years ago. Back then the situation seemed pretty attractive: a cash-rich company with relatively steady earnings, trading at a nice discount to book value, and with some buyout potential from the majority shareholder. Enough for me to buy a […] The post Brook Crompton (AWC.SI) update: majority shareholder shenanigans first appeared on ValueInvestingBlog.net ..read more

A quick post on a small recent position for me, COVER 50 S.p.A. (COV.MI). The company is listed on the Euronext Growth Milan market in Italy since 2015. The Growth Milan market was formerly known as AIM Italia. COVER 50 primarily produces and sells pants and trousers under the PT Torino brand. These are high-end […] The post COVER 50 S.p.A. first appeared on ValueInvestingBlog.net ..read more

I have been a shareholder of Procurri since last year. Recently I added to my position and it is now a top three position in my portfolio (I’m very diversified in my investing though). I first heard about the company from janeo on Twitter. Well worth a follow if you’re interested in deep value stocks, […] The post Procurri Corporation: a lot cheaper than it looks first appeared on ValueInvestingBlog.net ..read more

Cambria Automobiles (LON:CAMB) announced today that CEO Mark Lavery’s offer of 82.5p to take the company private is going to succeed. The company needed at least 75% of the shares to vote in favor of the scheme, and unfortunately 75.99% of the shares now support the offer. The nail that sealed the coffin was one […] The post Some closing thoughts on Cambria Automobiles first appeared on ValueInvestingBlog.net ..read more

Brook Crompton (AWC.SI) is a Singapore listed distributor of electric motors. These motors are used in various industrial sectors, like mining, oil & gas, marine and HVAC. The company is controlled by Wolong Electric Group (“Wolong”) which is listed on the Shanghai Stock Exchange. The majority ownership by a Chinese entity, the cash hoarding and […] The post Brook Crompton first appeared on ValueInvestingBlog.net ..read more

Quarto Group (LON:QRT) is a UK-listed publisher that focuses on these six categories: children’s books (39% of revenue), cookery, home and garden, art and craft, heritage, and wellbeing. In January 2018 I published a post about the company behind a paywall on this site, presenting it as a speculative special situation. A new shareholder of […] The post Quarto Group first appeared on ValueInvestingBlog.net ..read more

Yoong Onn Corporation Berhad (KLSE:YOCB) is a micro-cap manufacturer and distributor of home linen, listed on Bursa Malaysia. The company produces bed and bath linen, bedding accessories and curtains. Their domestic market is the most important by far and represents 90% of the company’s revenue. Export markets are primarily Singapore and Vietnam. Yoong Onn sells […] The post Yoong Onn Corporation Berhad first appeared on ValueInvestingBlog.net ..read more

I bought some shares in the Polish company Kino Polska TV (WSE:KPL) recently. The company is a TV broadcaster in Poland. Some of their channels are: Kino Polska, Kino TV, FilmBox Premium HD, Zoom TV and Stopklatka. This last channel was itself a small publicly listed company and was majority owned by Kino Polska before […] The post Kino Polska TV first appeared on ValueInvestingBlog.net ..read more

I bought some shares in the Polish company Kino Polska TV (WSE:KPL) recently. The company is a TV broadcaster in Poland. Some of their channels are: Kino Polska, Kino TV, FilmBox Premium HD, Zoom TV and Stopklatka. This last channel was itself a small publicly listed company and was majority owned by Kino Polska before […] The post Kino Polska TV first appeared on ValueInvestingBlog.net ..read more