Money and Finance
If anyone is familiar with Superdry or Cult retail stores, I’d love to get your opinion about them. SuperGroup Plc (LSE: SGP) has come up on some of our screens and so we’re trying to get familiar with the brand. Email me at: [email protected]
- Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment...
- 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...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Launch Of Chanticleer Investment Partners, Llc
I'm pleased to announce the launch of Chanticleer Investment Partners, a North Carolina based registered investment adviser and wholly-owned subsidiary of Chanticleer Holdings, Inc. For those familiar with our other activities at Chanticleer, I think...
- Lemarne Update
Back in March, I posted a brief write-up on Lemarne, a company with a capital allocation philosophy familiar to value investors. For those still interested, they just released their results for the fiscal year-ended June 30th. The results were about as...
Money and Finance
Friends (especially those in the UK)….
If anyone is familiar with Superdry or Cult retail stores, I’d love to get your opinion about them. SuperGroup Plc (LSE: SGP) has come up on some of our screens and so we’re trying to get familiar with the brand. Email me at: [email protected]
Disclosure: Neither I nor any investment product I co-manage at Chanticleer have an investment in SuperGroup Plc at the time of posting. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
- Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage. Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment...
- 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...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Launch Of Chanticleer Investment Partners, Llc
I'm pleased to announce the launch of Chanticleer Investment Partners, a North Carolina based registered investment adviser and wholly-owned subsidiary of Chanticleer Holdings, Inc. For those familiar with our other activities at Chanticleer, I think...
- Lemarne Update
Back in March, I posted a brief write-up on Lemarne, a company with a capital allocation philosophy familiar to value investors. For those still interested, they just released their results for the fiscal year-ended June 30th. The results were about as...