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Today we discuss a US office REIT trading at 10% of its liquidation value.
Full report here:
https://ckmedia.substack.com/p/bargain-alert-us-office-reit-trading
This is the audio companion to the market-beating Substack newsletter “The Bargain Hunting Journal”
Subscribe to the newsletter here:
https://ckmedia.substack.com/about
Today we discuss a special situation unravelling at PAR Technology.
Full report here:
https://ckmedia.substack.com/p/special-situation-alert-interesting
This is the audio companion to the market-beating Substack newsletter “The Bargain Hunting Journal”
Subscribe to the newsletter here:
https://ckmedia.substack.com/about
Today we talk about a profitable cement producer that trades at less than half its net cash. Basically, investors get the cement business for free.
Full report here:
https://ckmedia.substack.com/p/bargain-alert-regional-cement-producer
This is the audio companion to the market-beating Substack newsletter “The Bargain Hunting Journal”
Subscribe to the newsletter here:
https://ckmedia.substack.com/about
Gold has been on a tear, and today, we’re talking about a company just quietly 10x’d its gold investment.
Full report here:
This is the audio companion to the market-beating Substack newsletter “The Bargain Hunting Journal”
Subscribe to the newsletter here:
https://ckmedia.substack.com/about
Today we talk about Versant Media (VSNT), the cheapest spinoff in the world.
Full report here:
This is the audio companion to the market-beating Substack newsletter “The Bargain Hunting Journal”
Subscribe to the newsletter here:
Today we talk about a US-based fast food franchise selling for less than 3x earnings.
Full report here:
This is the audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"
Subscribe to the newsletter here:
Today we talk about a property holding company that trades below its net cash, and gives investors a large portfolio of investments and rental properties for free.
Full report here:
This is the audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"
Subscribe to the newsletter here:
With the S&P 500 and Dow Jones scaling all-time highs, a breathtaking AI boom, and an alphabet soup of speculative assets trading sky high, it may be a good time to revisit Mr. Buffett’s 1999 Fortune Magazine article on the unrealistic expectations of investors.
Full article here:
https://www.berkshirehathaway.com/1999ar/FortuneMagazine.pdf
Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"
Subscribe to the newsletter here:
As China stimulates its economy and interest in its stock markets revives, we revisit our Lunar New Year special article on factors to consider when investing in China.
Full report here:
https://ckmedia.substack.com/p/lunar-new-year-special-investing
Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"
Subscribe to the newsletter here:
Today we talk about an investment holding company / retailer that trades below its net cash, and gives investors a large portfolio of investments (including a stake in Alibaba) for free.
Full report here:
https://ckmedia.substack.com/p/bargain-alert-buying-alibaba-for
Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"
Subscribe to the newsletter here:
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