Dynegy
Dynegy (DYN) was another idea I saw in the manual of ideas. The company is mentioned as an holding of Icahn (15%) and Altai Capital (5%). Seneca was also a large holder (12%). The company was trading...
View ArticlePrimo Water
This is another idea from the Manual of Ideas, listed as a holding of Chuck Akre. Primo Water (PRMW) provides three and five-gallon purified bottled water bottles, self-serve filtered drinking water,...
View ArticleLinks of Interest
A few interesting articles worth reading. In April, two weeks before the “Whale Loss” was public, JP Morgan was expected to earn $1.21 a share. Yesterday, they reported earnings of $1.21 a share...
View ArticleCbeyond
Cbeyond (CBEY) is a Voice over Internet Protocol-based managed services provider for small businesses. I have wanted to do a deep dive into this company for a while now. The very good Cheap Stocks blog...
View ArticleSuperMedia
SuperMedia (SPMD) is one of the largest yellow pages directory publishers in the United States. The company prints directories in 32 states and online. The company was loaded with debt and entered...
View ArticleDacha Buys Aberdeen International
This post was written on August 18th to be posted on August 21st. Portfolio holding Dacha Strategic Metals (DCHAF) discussed recently here and here, announced a transaction late last week. The company...
View ArticleLinks of Interest
Its been slow going for the last few weeks. Currently, I am not seeing too many interesting ideas at compelling valuations. Rather than buy something for the sake of activity or try to convince myself...
View ArticleABV Fund Performance q3
The updated performance of the ABV fund through q3 2012 is now available by following the ABV Fund link on the top of the page. While the quarters results were satisfactory, as usual, I urge readers to...
View ArticleLinks of Interest
A few recent articles that might be of interest to readers: Thought I had read lots of articles on Buffett’s use of floats but this one is really good (link) Efficient markets – 30% drop thanks to an...
View ArticleLinks of Interest
Apologies for the lack of posts for the last few weeks. Been swamped with my ‘day’ job and life in general. Maybe I need to make a new year’s resolution to post once a week but realistically, I fear...
View ArticleWestway Group Inc (WWAY)
I started analyzing Westway Group Inc (WWAY) in early December and was still in the process of completing my analysis. This write-up is essentially a work-in-progress summary of my notes. The company...
View Article2012 Review and Fund Performance
Before we get to performance of The ABV Fund, a couple of housekeeping notes. Please click the link to the fund page to skip straight to the performance discussion. Firstly, I would like thank you, the...
View ArticleQ1 2013 Performance
The fund’s latest quarterly letter has been updated on the ABV Fund page. The fund under performed the S&P 500 last quarter. See the letter for details. Apologies for the lack of posts this past...
View ArticleLinks of Interest
A few recent articles that might be of interest to readers: Chanos’ latest presentation on China (Business Insider). Also interesting is this debate with Stephen Roach from February (Chanos – Roach...
View ArticleLeapfrog
It’s been a few months since I last posted an investment idea on the blog. With the market up pretty sharply this year, finding an idea worth deploying the fund’s capital in has been a bit of a...
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More Pages to Explore .....