The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
EIIB, my largest portfolio holding at 8.3%: http://wexboy.wordpress.com/2012/07/03/hitting-the-century-iii/
A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Sirius Real Estate: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/
A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including FBD Holdings: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/
A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Prosperity Minerals: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/
A major sale can be another catalyst: http://wexboy.wordpress.com/2012/06/18/how-about-another-catalyst-part-viii/ Let's illustrate with a look at some (current/historical) examples, including Ovoca Gold: http://wexboy.wordpress.com/2012/06/29/how-about-another-catalyst-part-ix/
Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Polar, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy
Hey folks, Taking a closer look at Argo Group vs. other emerging markets/alternative asset managers in my latest writeup here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy
Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Charlemagne, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy
Hey folks, Please take a look at my latest writeup on (alternative) asset managers, including another look at Ashmore, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy
Thanks, oogleflugal, Took another look at 3i, but still reached the same conclusion. Plse see my latest writeup here though, with further commentary on (alternative) asset managers: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ As a PE investment trust, I'm not convinced I'd be buying 3i right now - I see other more interesting stocks/funds to buy, many on similarly attractive discounts. Generally, I'm slow to buy anything between May & September - maybe after we have a Grexit, that will be time to gulp & buy... Cheers, Wexboy
Hi folks, Read my latest writeup on (alternative) asset managers, including Record plc, here: http://wexboy.wordpress.com/2012/05/23/asset-managers-cash-hogs-whats-hot-whats-not/ Cheers, Wexboy
See how 3i stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy
So, Argo's now on an ex-cash (2.6)% (yes, negative!!) of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy
Charlemagne's now on an ex-cash 0.7% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy
Polar's on an ex-cash 3.8% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy
Ashmore's on an ex-cash 5.0% of AUM - see how that stacks up vs. other alternative asset managers, and in terms of absolute value: http://wexboy.wordpress.com/2012/05/14/asset-managers-a-first-look-at-the-alternatives/ Cheers, Wexboy
Fresh look at Argo Group (ARGO:LN), AUM, Flub Med, Div Yield, Margin of Safety, Ex-Cash Ratios, % of AUM Val: http://wexboy.wordpress.com/2012/05/01/sailing-on-the-good-ship-argo/ Cheers, Wexboy
Hi folks, New post re Avangardco (AVGR:LN) Q1 Trading, UkrLandfarming IPO (?), 2012 Rev Est, Upside Potential & most important: Chuckie Egg! http://wexboy.wordpress.com/2012/04/20/avangardco-eggcelerating/ Cheers, Wexboy
AKT - Interesting sector, interesting price: http://wexboy.wordpress.com/2012/04/20/agi-therapeutics-anatomy-of-a-takeover-i/
European Islamic Investment Bank (EIIB:LN) - 143% Upside Potential & 3 Easy Steps to Realize Current Net Asset Value: http://wexboy.wordpress.com/2012/04/11/eiib-so-you-want-to-run-a-marathon/ Cheers, Wexboy