Just a note to say thank you Travis. I invested in SODA back in 2014 after reading about it here. My rationale was that SODA had some trend tailwinds (such as disposable plastic bottle reduction), and had a credible takeover story that would happen at some time. Well, it happened. Pepsico has agreed an offer […]
Microblogs
December 11, 2015
Fosun
This highlights the scope of China’s risks: Billionaire Chinese businessman disappears amid corruption crackdown. China’s largest company, Fosun Group, owner of Club Med and Cirque du Soleil, last had contact with chairman Guo Guangchan on Thursday. http://www.theguardian.com/world/2015/dec/11/guo-guangchang-chinas-warren-buffet-goes-missing-amid-corruption-crackdown
September 29, 2015
Pershing Square (PSH)
Almost 5% drop due to Valeant. Good entry point vs. big red flag for Ackman’s risk assessment skills. I am already in so have to ride the storm but deciding whether to nibble in or wait.
July 8, 2015
Fosun
Is Fosun (HKG:0656) back in buy territory? I follow it since it was one of the ideas of the month last August. At that point it was around HK$10.00. It subsequently went up to HK$22.00. Now with the slump in China it is at HK$13.00 level and starts to look attractive at a P/E of […]
March 24, 2015
Woodford Patient Capital investment Trust
This is the fund that Neil Woodford is launching these days. It would be his second fund since he left Invesco not long ago. The website is https://woodfordfunds.com/our-funds/wpct/ It is going to be listed in the LSE and will have a British focus. The approach sounds interesting to me, and the fee structure offered is […]
Recent Author Comments
Posted on September 7, 2022
Posted on August 27, 2022
Yes, it would be the Blackstone parallel vehicle but SONG is not in a good position to exercise its option even if the opportunity looks good.https://citywire.com/investment-trust-insider/news/hipgnosis-songs-under-pressure-to-find-money-for-blackstone[...]
Posted on August 27, 2022
Travis, any thoughts on Hipgnosis Pink Floyd bid and SONG's options? Taking more debt could be risky but passing on the option could be a missed opportunity[...]
Posted on May 17, 2018
$SNDXAny idea why it tanked 22% today?[...]
Posted on May 13, 2018
$APTO"“….In October 2017, we entered into a Common Shares Purchase Agreement (the “Purchase Agreement”) with Aspire Capital Fund, LLC (“Aspire Capital”) to sell up to US $15.5 million of common shares to Aspire Capital. Under the terms of t[...]
Posted on March 24, 2018
$PTI Maybe. Now, we have to rationally acknowledge that a report from a short seller is intended, well, to make the short successful, and probably less to provide impartial insight into the stock. There have been cases like Citron with VRX that were right[...]
Posted on March 20, 2018
$PTI sp Regardless of the science that I decidedly don’t understand to the details, this is clearly and undoubtedly a plain vanilla short attack. I am reluctant to sell and expect a recovery in the next few weeks. Shorts already made their expected buck[...]
Posted on March 14, 2018
$ABVX fp Abivax was up 12% today with no significant news after month of little change. This was the Long idea of the year about a year ago.[...]
Posted on March 14, 2018
$SNDX also out with nice profit! Thanks Dr KSS![...]
Posted on February 26, 2018
More than 70% fall may not be a “fail in terms of the drug’s future”, but it is a *fail* for investors. Not good.[...]
Posted on January 24, 2018
$DRKSSDr please come back. Please remember all the people here in SG that admire you and respect you! We are your people! Your gang. We are the people that gather around when you call us. Please don't leave us. ¡Por favor Doctor![...]
Posted on January 22, 2018
Thank you Doc! You are amazing. It is now very clear to me what to do.[...]
Posted on January 21, 2018
$PRTA position through $WPCT (London)Hi All, my first post on the Dr's section although I have been following these fascinating discussions since the publication of the Long Idea of The Year last May. I wonder if there is an opinion on Prothena. I hav[...]
Posted on January 8, 2018
I got into MELI at $170. Happy days![...]
Posted on October 21, 2015
Travis, this is an amazing read: http://brontecapital.blogspot.co.uk/2015/10/some-comments-on-valeant-conference-call.html[...]
Posted on September 25, 2015
I have an account with Funding Circle in the UK that I have been using for close to two years now and have been averaging 10.2% return after fees and bad debt (The platform has a US version also but I believe it only admits accredited investors). For unsec[...]
Posted on August 31, 2015
Thanks for this Travis. I also think that Fosun's share price has been affected by the general Chinese market swing and not because of its own fundamentals. It sounds like a good opportunity to initiate a position.[...]
Posted on July 9, 2015
Thanks Travis. It shot up almost 20% in today's trading (HK time).[...]
Posted on February 11, 2015
Great to see British companies being reviewed![...]
Posted on January 5, 2015
Probably a re-run of this: http://www.stockgumshoe.com/reviews/motley-fool-stock-advisor/television-2-0-the-2-2-trillion-war-for-your-living-room-begins-now/[...]
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To add to the #SONG discussion:https://www.ft.com/content/66ba0aa3-4787-42c5-a024-e54bd0058bb0[...]