Wednesday, January 28, 2015

Meet The Frackers

I'm not American but books like The Frackers make me proud to be a US ally! The book tells the story of a number of people who risked it all - their finances, their personal lives, their reputations - to chase their dreams. In so doing, as is the norm with capitalism as it is setup in the US, they increased the standard of living (by reducing the cost of energy) for not just Americans but for the whole world.

Friday, January 23, 2015

Senvest Capital: Deep Value + Growth

I've been following Senvest Capital for a few years now, since I first saw it at Oddball Stocks. I think the current opportunity is rather large.

Monday, January 19, 2015

How Asia Works

This Bill Gates recommended book makes a compelling case for why certain countries in Asia are relatively well-off while others are mired in poverty.

Friday, January 16, 2015

2 Micros For the Price of 1

It would be fair to say that O2Micro (OIIM) is poorly managed. Tangible book value per share is at the same level at which it was 10 years ago, even though not a single dollar of dividend has been paid out in the interim. The company is losing money. But the stock price reflects this poor management, and the losses and then some, as the stock has fallen by 80% over the last 10 years, to trade at a huge discount to book value.

Friday, January 9, 2015

How Adam Smith Can Change Your Life

Adam Smith is well-known as a promoter of specialization and trade and the coining of the phrase "The Invisible Hand". But upon reading How Adam Smith Can Change Your Life, I recognize that the fact that these ideas were discovered by Smith was no fluke. Smith was a student of human behaviour and a very wise one at that.

Wednesday, January 7, 2015

Notifications By Text

When a company you follow has a new filing, you can now receive notifications by text (not just e-mail) at As far as I know, that's the only site that provides that service, and it's free. It's also still the only site I know of that provides free notifications for Canadian company filings.

Monday, January 5, 2015

Getting Real

I recently read a great book by the name of Getting Real by Jason Fried. I got the book because I was a big fan of another book by Fried by the name of Rework.

Friday, January 2, 2015

Karsan Value Funds: 2014 Q4 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.