Money and Finance
A Tribute to a Modern Day Hachiko – An Investment Idea from Matt Miller
My colleague, Matt Miller, decided to do a write-up on one of our newest and larger positions, AKITA Drilling Ltd. Although we normally like to keep new ideas quiet for a while, we thought this was another good example to show how we go about our investment process. We’ll probably talk about AKITA a little more in our next letter to investors. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE. And also feel free to email Matt with any questions about this write-up at: [email protected]. Due to tables and graphs, I decided to link to and also embed the write-up below instead of pasting it onto the blog.
Link to: A Tribute to a Modern Day Hachiko – By Matt Miller
A Tribute to a Modern Day Hachiko - AKITA Drilling
Disclosure: Matthew Miller is a portfolio manager at Chanticleer Advisors and the fund Chanticleer manages owns shares in AKITA Drilling Ltd. It may in the future buy or sell shares and it is under no obligation to update its activities. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
For Matt’s previous write-ups and ideas, please see:
A Find in Fremont
The Marketing Alliance – A Micro Cap with a Network Effect Advantage
The Clear Choice
Matt Miller Interview and Eastern Insurance Holdings, Inc.
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Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
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Zicom Group Update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report. Link to: Zicom Group Limited (ASX:ZGL) - Preliminary...
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Second Interview With Tim Klusas, President Of The Marketing Alliance, Inc.
Below is a link to a follow-up interview that my colleague, Matt Miller, conducted with Tim Klusas, President of The Marketing Alliance, Inc (MAAL.pk). The first interview Matt conducted with Tim occurred in October of 2009 (HERE). I also wrote an article...
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Butler National Corp.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is Butler National (BUKS) and the write-up is now available for public viewing. Link to: Matt’s write-up on Butler National..........Disclosure:...
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Matt Miller Interview And Eastern Insurance Holdings, Inc.
My colleague, Matt Miller, did an interview in which he described his thesis for Eastern Insurance Holdings, Inc. (EIHI), which is one of the larger positions in the fund we co-manage. Link to: Interview with Matt Miller
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Money and Finance