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Posted
4 hours ago, Spekulatius said:

Yes, that’s correct, the stock was close, but now it’s now below net cash. Ironically controlled by a Japanese co (Gung-Ho) which is nos serious buying back stock.

 

GRVY trades below net cash and thry made ~$8.5/ share in a down year. Pretty cheap for a $54 stock, but no catalyst. As we know, cheap can get cheaper.

 

Are you aware of any operational issues here? A quick scan on tikr makes me think this is a great deal. Seems consistently profitable, huge cash balance. I like a public company as majority shareholder a lot more than an individual here.

Posted
7 hours ago, bizaro86 said:

Are you aware of any operational issues here?

 

Their games haven't been growing as much (or hasn't been hit).  But I haven't followed dynamics that closely.  They seem to be getting their licenses and permission in the various countries in order though, so that side seems to be unconstrained. 

 

 

Posted
11 minutes ago, Red Lion said:

New position in AMZN. Talk about being late to the party. 

I've been buying Google slowly. I've only been working with their products for 10+ years and this is my 3rd time owning them including buying shortly after IPO and sold for 30% gain thinking I was smart. 

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