Deep Value

First off, thanks for everyone who came down on Saturday and said hi to me. I had a lot of fun both during the presentation and the Q & A.

The Fifth Person did a post-event write up which you can find here.deepvalue

A copy of the slides can also be downloaded here.

Popular Holdings Divestment

During my presentation, I also talked about an idea of mind that had worked out well – Popular Holdings. 

Its was taken private earlier this year.

I wrote up “post-mortem” of the investment which was picked up by Nextinsight.

Powermatic Data Systems Case Study

I also talked about a company which fell into my criteria of being a “deep value stock”.

I actually wrote about it a couple of months ago, and you can check out the investment thesis here:

POWERMATIC – HIDDEN ASSETS, HIDDEN VALUE? (PART 1/2)
POWERMATIC – HIDDEN ASSETS, HIDDEN VALUE? (PART 2/2)

*Disclosure: I own shares in Powermatic, and am long the stock.

Photos from Invest X Congress 2015

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Calm Before The Storm
event
Talking about Deep Value
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Adam, AK, Rusmin, Jun Hao, Victor