Money and Finance
- 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...
- Egi Financial Holdings, Inc.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is EGI Financial Holdings, Inc. (EFH.TO) and the write-up is now available for public viewing.Link to: Matt’s write-up on EGI Financial Holdings..........Disclosure:...
- 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:...
- 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...
Money and Finance
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: In-depth Idea Presentation
Disclosure: I am a portfolio manager at Boyles Asset Management, LLC("Boyles") and the fund managed by Boyles owns shares of stock in Zicom Group Ltd. We may in the future buy or sell shares in the fund and are under no obligation to update our activities. This is for information purposes only and is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
- 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...
- Egi Financial Holdings, Inc.
My colleague, Matt Miller, did a write-up on one of our newer positions for Value Investors Club. The company is EGI Financial Holdings, Inc. (EFH.TO) and the write-up is now available for public viewing.Link to: Matt’s write-up on EGI Financial Holdings..........Disclosure:...
- 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:...
- 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...