Tuesday, June 9, 2020

Financially Free Podcast

Last week I was interviewed on the Financially Free Podcast by Ney Torres which you can listen to here.

We mostly discussed my process and how I look at stocks.  Used some examples HYDI, TCCO, and others.

Tuesday, April 28, 2020

5 Years

5 years ago today I started this blog.  I can't believe it's been so long.  It has been the most amazing ride!

To anyone out there considering writing, please do.  Jump in full force.  I have improved more than I ever thought possible and so much is due to writing this blog.  It has improved my process, my speed, and my understanding.

I appreciate everyone reading this.  Love the comments and emails.  Thank you so much.  This blog lights up my heart

Saturday, April 18, 2020

NoName Annual Performance 2019-2020

Another incredible year!  I'm up 85.3%, giving me a CAGR of 51.4% since I started investing 7 years ago.  

You can read more on my performance in past annual posts here.

Thursday, February 27, 2020

Stansberry Investor Hour Podcast

A couple weeks ago I was interviewed on the Stansberry Investor Hour Podcast.  My episode went live today and you can listen here.  They even put up a bio page with my picture, so fancy!

It was a lot of fun.  We talked about my investment process, dark stocks, low liquidity, etc.  Dove in a little bit on our old friend SIMA.

Saturday, February 15, 2020

Buying the DYNT Chart

Sometimes you need little more than a chart.

Monday, January 6, 2020

STRI Isn't Done Yet

Almost 3 years ago I wrote up STRI with the stock was at $0.18 and a market cap of $3.5M.  It was a net-net with about $15M in cash.  The stock doubled in two years then dropped all the way to $0.07 before recovering to the low teens.  Latest closing price is $0.12.

The story now is much the same.  We have a small company struggling to stay alive and I'm still waiting for the turnaround.  I read every filing with excitement.  "Maybe today is the day" I tell myself.  They closed operations in China.  They are leaving India.  The Malaysian facility was sold.  They started into a new business in Europe while cutting costs to keep the lights on.

I stick around for the potential amongst the carnage.  Three weeks ago they announced the sale of their old Malaysian facility was completed for over twice the market cap.  A $5M per quarter contract was announced which would be a 300% increase!

Wednesday, January 1, 2020

DIY Investing Podcast

Recently I was interviewed by Trey Henninger on the DIY Investing Podcast.  You can listen to it here.  I had a lot of fun on this one and I am getting more comfortable.  We talked about my investing process, HEMA, DEWY, and a crazy story with CLSI.