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Glenn Chan's Random Notes on Investing – DISCLAIMER: Some of the information on this site is wrong. Always do your own research. | glennchan.wordpress.com Reviews
https://glennchan.wordpress.com
DISCLAIMER: Some of the information on this site is wrong. Always do your own research.
glennchan.wordpress.com
Ken Peak Contango presentations – Glenn Chan's Random Notes on Investing
https://glennchan.wordpress.com/2015/08/08/ken-peak-contango-presentations
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. 8212; Highlighted posts —. August 8, 2015. Ken Peak Contango presentations. Kenneth Peak is the former CEO of Contango Oil and Gas (MCF) who passed away in 2013. Here is a collection of investor presentations that were taken down from the contango.com website:. Ken Peak MCF presentations. 36MB Zip file on Dropbox). Summary of some key ideas. Oil and Gas 101. Glad you found them!
(LMCA/LBTYA) Malone’s cable strategy – Glenn Chan's Random Notes on Investing
https://glennchan.wordpress.com/2014/05/04/lmcalbtya-malones-cable-strategy
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. 8212; Highlighted posts —. May 4, 2014. LMCA/LBTYA) Malone’s cable strategy. Here’s how I see it. Liberty’s investor day presentation ( PDF. Compares various cable companies:. One downside of this metric is that it does not measure return on invested capital. This metric could be gamed by overinvesting in capex at poor rates of return. As far as Charter goes, Charter was lucky e...
GlennC – Glenn Chan's Random Notes on Investing
https://glennchan.wordpress.com/author/glennchan
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. 8212; Highlighted posts —. August 20, 2016. Amazon: the high-margin online retailer. This is not an actionable idea.). From researching dollar stores. One of the things that struck me was that you can purchase a pregnancy test for a dollar. Amazon’s #1 best seller pregnancy test. 8211; a magnitude more expensive than dollar stores. Amazon is clearly not competing on price! Its m...
Ignore the cloud / the future is cloudy – Glenn Chan's Random Notes on Investing
https://glennchan.wordpress.com/2015/06/29/ignore-the-cloud-the-future-is-cloudy
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. 8212; Highlighted posts —. June 29, 2015. Ignore the cloud / the future is cloudy. In my opinion, investors should mostly ignore the hype around “cloud” computing. The widespread adoption of broadband Internet allows certain forms of cloud technology to become more viable. For example, backing up large amounts of data over an Internet connection now makes sense. The ability to l...
My approach to diversified shorting – Glenn Chan's Random Notes on Investing
https://glennchan.wordpress.com/2015/08/06/my-approach-to-diversified-shorting
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. 8212; Highlighted posts —. August 6, 2015. My approach to diversified shorting. The investing strategy I understand the best and feel most comfortable with is. From May 2014 to August 2015. The key to making this strategy work is being able to quickly find a large number of awful stocks. Permutations of stock fraud. This is common among Canadian junior miners. Management rai...
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commentsonpositions.blogspot.com
TomB's Comments: Owner Earnings
https://commentsonpositions.blogspot.com/2014/11/owner-earnings.html
Kommentare zum Investieren an der Börse. Portfolio auf wikifolio.com. Der folgende Text stammt aus dem Geschäftsbericht von Berkshire Hathaway von 1986. Aus dem Appendix des Geschäftsberichts 1986 von Berkshire Hathaway. Purchase-Price Accounting Adjustments and the "Cash Flow" Fallacy. First a short quiz: below are abbreviated 1986 statements of earnings for two companies. Which business is the more valuable? As you've probably guessed, Companies O and N are the same business - Scott Fetzer. In the ...
Kelpie Capital July Factsheet – Value Will Out | kelpiecapital
https://kelpiecapital.wordpress.com/2012/07/01/kelpie-capital-july-factsheet-value-will-out
About the Blog…. Risk Conscious, Pragmatic, Independent of Thought, Unconventional and Global. Kelpie Capital July Factsheet – Value Will Out. Asymp; 9 Comments. That’s what this month felt like, particularly on the last day when the market enjoyed a face-melting rally into the quarter end with the Aussie Dollar, Euro and S&P moving very strongly higher and therefore against me. Third Point Offshore down 3%. Energold down 10%,. Zicom Group down 12%. Aberdeen International down 12%. The underperformance o...
reminiscencesofastockblogger.com
Week 177: Perspective | Reminiscences of a Stockblogger
https://reminiscencesofastockblogger.com/2014/11/30/week-177-perspective
Reminiscences of a Stockblogger. By Lsigurd on November 30, 2014. Five weeks ago I wrote that I was walking away for a while. And so I did that. It didn’t last as long as I had anticipated. For those who have followed this blog over the past few years, you will remember that in December of last year I made a very large bet on New Residential. The stock had gotten hit down to below $6 at the time. I thought this was rather ridiculous and so I bought the stock. I bought a lot of the stock. ...In a narrow s...
Puda Coal Chairman Secretly Sold Half the Company and Pledged the Other Half to Chinese PE Investors « Alfredlittle.com
https://alfredlittle.com/2011/04/08/puda-coal-chairman-secretly-sold-half-the-company-and-pledged-the-other-half-to-chinese-pe-investors
Protected: Puda Coal Chairman Secretly Sold Half the Company and Pledged the Other Half to Chinese PE Investors. April 8, 2011. Enter your password to view comments. This content is password protected. To view it please enter your password below:. Chinese RTOs: What Can Investors Buy When Even Big Four Auditors Fail? Trading Halted: What’s Next for China Integrated Energy? This post is password protected. Enter the password to view any comments. Join 2,522 other followers. Follow A*L on Twitter.
Dislocated Value: June 2014
http://dislocatedvalue.blogspot.com/2014_06_01_archive.html
Sunday, June 22, 2014. Sorry for the pauses, it has been incredibly busy lately (odd given the warmer weather, I know). The market had been on a tear with little volume, and it is a stream of work without much alpha being generated. That said, enjoy this edition. Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger:. Http:/ brooklyninvestor.blogspot.com/2014/06/is-coke-undermanaged.html#comment-form. Where gun stores outnumber museums and libraries. Hedge funds warned over leveraged CLO deals:.
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
Dislocated Value: April 2015
http://dislocatedvalue.blogspot.com/2015_04_01_archive.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Small Cap Value Blog.
Dislocated Value: September 2014
http://dislocatedvalue.blogspot.com/2014_09_01_archive.html
Friday, September 12, 2014. Updates on status, also on BOBE, BBX, and VEC. Sell all or part of its real estate, pointing to $900 mm in value and indicate that it has already attracted 5 unsolicited bids. ARCP comes to mind. Evaluate strategic initiatives for its BEF packaged food division. Given HSH's recent 13-14x bid, BOBE's 8x bid provides interesting multiples expansion opportunity. CapEx normalization from 10% of sales to 3-4% of sales. Sandell April 2014 Presentation:. BBX Capital / BFCF:. This is ...
Dislocated Value: July 2014
http://dislocatedvalue.blogspot.com/2014_07_01_archive.html
Sunday, July 27, 2014. Notable Articles [July 28, 2014]. Scientists say it's extremely likely an El Niño will affect the world's weather in 2014. Equinox Fitness Is Buying Rest of Millennium’s Gyms. Like, a monopoly in Manhattan at this point? If it is secular in health awareness rather than savy business-dealing (both perhaps), Lululemon is still the apple of my eye…Source: http:/ dealbook.nytimes.com/2014/07/27/equinox-fitness-is-buying-rest-of-millenniums-gyms/? 107-page JPM report on Brazil from 2011...
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Glenn Challenger
Video Editor, Director, Videographer. Montages & Tribute Videos.
Glenn Champagne - angel investor, avid skier, porsche lover | about.me
Glenn Chan Travels | Trek around the world with me
Trek around the world with me. Amman City – Jordan. April 21, 2015. April 21, 2015. At first driving in Jordan may seem like a daunting task but actually it’s not that bad, I would have to say it’s safer than driving in China. Heading back to Amman city from Jerash is mainly highway and if you just following navigation on Google Map then you should have no problem (download an offline map if you need). Not so bad to drive along right? Looking over Amman City. Part of the Amman Citadel. The location was g...
glennchan (Glenn Kurosaki) | DeviantArt
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Glenn Chan
Welcome to Glenn Chan's personal website. This website is mainly to share information about video editing and color correction/enhancement. Please see the articles section. Dec 11, 2007 SMPTE presentation notes. Filters for Adobe Photoshop. Please visit www.colormancer.com. For more details. See Outback Photo. Or The Photo Finishes. For their take on my product. Email: glennchan AT gmail.com. I can also be reached by carrier pigeon.
Glenn Chan's Random Notes on Investing – DISCLAIMER: Some of the information on this site is wrong. Always do your own research.
Glenn Chan's Random Notes on Investing. DISCLAIMER: Some of the information on this site is wrong. Always do your own research. Donate money to SIRF – it’s investigative journalism that matters * *. March 23, 2018. Pretium part 1: Free cash flow analysis. Click here for the Google Sheet. Continue reading →. Tagged osisko gold royalties TSE:OR. Pretium resources (pretivm) PVG. March 23, 2018. Pretium part 2: Dr. Simon Dominy describes Brucejack’s geology. The paper uses the Brucejack project as an example...
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Glenn Chandler, Integrative Hypnosis
Glenn Chandler, Integrative Hypnosis. Helping you live a life that honours your intentions. Help that honours your modern mind. An integrative therapeutic approach that honours your intelligence and the world you live in. Helping you to find solutions to problems of habit and behaviour, and freedom from unwanted emotional difficulties. PH 07 3354 4555 / 510 South Pine Rd, Everton Park, QLD, 4053.
Glenn Chang, Glenn K. M. Chang, Golden Light Photo Arts, Fine Art Nature Photography
Gallery Shows and Exhibitions. The Multiplicity of Water - Tippecanoe Art Federation 2016. Open Space: Art About the Land 2015. Landscapes in Paint and Pixels September 2014 Artists' Own Gallery. Altered Intentions Gallery Show Artists' Own Gallery April 2013. Natural Tapestries Gallery Show Artists' Own Gallery August 2012. Extremities and Abstractions Show Artists' Own Gallery October 2011. Images of the Oregon Coast Yachats Oregon July 2010. Viewpoints and Visions Show March 2010. Sign out of current ...
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