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Partner24

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  1. Hi, Do you know some good value investors who specialize in microcaps and nanocaps stocks? A lot of investors overlook them, or can't invest due to their portfolio size (e.g. institutional investors). Some of them offer good value in net-net, arbitrage, or good and cheap companies. Thank you in advance, Cheers!
  2. Do you know some groups of investors who invest in nanocaps and have the fundamental value investing mindset? I would like to share and dig some idea. And if some are interesting in doing so here, we could start a post in the investment ideas section! Interested to join? Cheers!
  3. Yes, I'm doing fine. Hope that things go well for you too. Thanks for the update. I do not own MKL or FFH anymore. My oldest son had a MKL stock certificate for the 1st birthday (he's now 18), so it is what only remain of MKL in my family. Cheers!
  4. Hi Crip, I remember that 15 years or so ago, we had a very similar investing mindset and had similar core holdings. Are you still invested in FFH and MKL? I would be interested to get an update from you. Cheers!
  5. I'm still mostly invested in very few conglomerates stocks, but lately, I've found that very small caps stocks have often more interesting valuations. It seems like there is a valuation trend on these kind of stocks: https://www.barrons.com/articles/microcap-funds-super-cheap-big-returns-2024-95c1cd0b Using a stock screener, I can find some interesting opportunities to dig further based on valuation (pe ratio, price to free cash flow, etc.), ROE and sound balance sheets (high liquid assets and low passive), especially in the 50 millions or less market capitalization microcaps. Financially speaking, I'm just dipping my toes in the water, but man I see things I don't remember having seen 20 years ago when I started to invest. Or maybe it's just that the stock screeners are more sophisticated now. Anyway, if some of you are interested to share ideas based on metrics similar to that, I'm interested to read you. I can share some example of these, based on the metrics: CAF.V (Canaf Investments) FUL.O FullNet Communications) TIE.V (Coloured Ties Capital) ASH.AX (Ashley Services Group) 1397 (Baguio Green Group) SFG1T (SFG1T)
  6. Hi there, I'm very interested to hear about small caps value stocks that have strong balance sheets and are managed by shareholders friendly people. The businesses that I'm invested in or follow are the following: - Volvere PLC (very small cap conglomerate, lot of cash, cheap, stock buybacks, long term growth potential) - Clarke Inc. (small conglomerate, price ok, long term growth potential, managed by one of the best investors in Canada) - PDRX (very small, lot of cash, cheap) Any other ideas or another sources of information regarding that kind of stocks (forum, blog, etc.)? Thank you!
  7. Thanks for the suggestions! I agree that GHC track record over the last years is not appealing. Volvere so far seems like an interesting company. A small business with interesting potential. Management seems to be disciplined with their capital allocation decisions. Seems more like a Leucadia kind of thing (but underperforming assets, turnaround, etc.). And when the stock get low, they buyback some shares. Regarding size, I prefer when the size is small or medium. Big size companies has to shoot elephants, they need big things to move the needle and it's difficult. In this big size category, Berkshire is great! Danaher, what a dumb decision from me. I studied it years ago and did not invested in it. It's been a big multibagger since then.
  8. Hi, It's been a while since I've posted! My portfolio is very quiet..I just hold 4 conglomerate stocks and that's it. One of them was managed by the South African Brian Joffe, one of the best investors of our times (what he has done with Bidvest is terrific). He's been the CEO of Long4life since a few years, what he has done instrinsicaly is very good, but the stock price has not reflected that. And unfortunately, it's gonna be sold and unlisted. The others conglomerate stocks that I own are Berkshire, Markel and Clarke, wich I will keep. I would like to have some of your similar ideas. Great investors who manage a conglomerate and who have a great track record. That manage the business for the long term intrinsic value per share gain. I'm looking forward to replace Long4life with one or two conglomerate stocks. Your ideas will be much appreciated. Cheers!
  9. Regarding FFH, I do not keep myself informed about it anymore, so I will not start a new poll. But feel free to do so. Cheers!
  10. Sad indeed. Lesson learned about how we can sometimes be over-optimistic about value investors. And how FFH team was too scared about macro stuff for too long.
  11. We're 10 years later now and it's time to use your calculator! ;-) Cheers!
  12. It looks like the Eye of Sauron ;-)
  13. Since I don't have a lot of time to spend on analyzing individual businesses, I generaly buy good diversified conglomerates managed by disciplined capital allocators. Stocks like Markel, Clarke, Long4life, etc. If you have some names to share, it would be much appreciated. Ideally businesses that are not too big so they still have large opportunities to expand. Thank you!
  14. Reports about coyotes in Montreal recently. One of them being sick likely attacked a small dog recently: http://www.lapresse.ca/actualites/grand-montreal/201805/02/01-5168730-un-coyote-attaque-un-chien-dans-ahuntsic-cartierville.php (in French). Cheers!
  15. Good to see the candor. We're all humans. It can be tough for anybody sometimes and when someone has no candor, even in tough times, it makes me feel suspicious. Cheers!
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