These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Michael Kao has presented at the Value Investing Congress before, but the last one was in 2011 and I don’t think I’ve written about him at all recently. He […]
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Michael Kao, Akanthos Capital “The TAO of Asymmetric Investing”
What’s Frank Curzio’s Under Fifty Cent Company that he says we should Buy by November 1?
Checking out the latest Phase 1 Investor teaser -- a week later, the ad was updated to say it was "under a dollar"
36 Comments Read More“New Zealand’s Bakken!” Sniffing around Christian DeHaemer’s Oil Teaser
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Travis, here's the thing.... your valuations are HIGH (imho) , I recommend you read some forecasting and crystal ball g...
Doc, please take a serious look at the blog section at the website dailyexpose.uk/ . There are analyses based upon go...
I just finished reading every single comment in this thread. They seem to comprise three groups: (1.) people who are p...
As always, "Doc" has given a clear and easily understood overview of what is a highly technical area of medical science....
thanks re Apple Fi yes if Elon musk sent up the sattelites eh we saw them down here in New Zealand !it was last 6 week...
Gilat (GILT) . Travis, I love your wise comments. I use them constantly for hauling me back from wild and impulsive inve...
Ah, good old 'Stansberry Venture Value' & their $1897. P/yr (Please no refunds) teasers. I have to say like most of ...
Hello, all I don't normally make a habit of getting involved in these discussions (No disrespect intended to those of yo...
Hi from New Zealand, where we are big fans of this site. Travis - no need to apologise : "Phew, sorry, got on the soapbo...
Small point- Rocket Lab is here in New Zealand not Australia....
Alpha 9 subscription, service, the A9 team and John Gentile do not provide a consistently good service. Thedeception in...
Look at what is happening:China's Chairman announces a major "Ecological Civilization" initiative.Jiang Zhao-b...
I think the offer was for $150 mil private placement, Fidelity was in on that offer. I am sure they were in the bag befo...
$CTEQF It is interesting/disappointing that Clean Teq's institutional (discount) offering of their shares at a discou...
From what I read the automotive side of Tesla is just a part of a far lager enterprise consisting of renewable energy gr...
#NZ New Zealand, one day...https://pbs.twimg.com/media/CT935woU8AAfg6Q.jpg...
New Zealand is beautiful, but its' night sky is just as stunning. https://www.wired.com/story/an-insane-view-of-the-milk...
Rheumatoid Arthritis is something I have been living with for many years,something that helps reduce the pain is Green L...
Well respected former president?? Both my daughters and their families lived in New Zealand for a number of years and t...
I thought the same think so I went to New Zealand and rode this oil wave DOWN See Red Graph on right 2011 to today........
(Sigh)...Another one of my Gumshoe speculative stocks which I had high hopes for sinking...Based on what you said, maybe...
Hi Myron, I, too, would be very interested in reading your articles. Where can we find them please? I really enjoyed r...
alan Excellent question. I would say yes. Too much democracy turns itself into mob rule and fails. Half the people opera...
I meant, what I intended to say, was that I would just lay low yesterday and today to work on columns, which I've done. ...
Good question--would you shove a ziplock bag of fresh bovine liver up your butt and expect to get better? Is the bovine ...
More Pig in the PokePresentation: http://www.lctglobal.com/upload/presentations/160901%20NTCELL%20demonstrates%20con...
Dr. Kss is this a "pig" in the poke from Australia? $LVCLY No ownership. Please read the December 2016 company newslett...
New Zealand Participates in Clinical Trials for Epilepsy https://www.marijuanatimes.org/new-zealand-participates-in-cli...
New Zealand Participates in Clinical Trials for Epilepsy https://www.marijuanatimes.org/new-zealand-participates-in-cli...
$TRXC np - TransEnterix Announces Distribution Agreement for Australia and New Zealand for Senhance Surgical Robotic Sys...
Frank - You continue to amaze, and mentor. Your post led me to several other information sources via Wikipedia. Having...
Great chart. We could learn a lot from the countries that spend less and live longer, but our political interests in th...
An assertive post-Brexit Happy 4th to all readers in Commonwealth nations, including our friend David Paton, MD, D. Phil...
A few countries don't have trazodone, for no apparent reason. For example, it's not available in Australia or New Zealan...
Moors was touting SUNE all the way down and was still recommending it as a buy right up until they folded. I lost 90% o...
Peter....actually that website had gone idle for several months. It's kept together by a guy in New Zealand who solicits...
Apologies, apologies, I should have checked before making a complete fool of myself. It was published in May in "The Ci...
I did this earlier today. You have ~40,000 ambulances in US (according to HN). I guess each one deals with one bleed a d...
Re: Biotech reportSharing this detailed report which is very bullish on biotech and explains why so in some detail. ...
AIG and CUB- AIG wins FAA approval for commercial use of small unmanned aerial vehicles Today 9:27 AM ET (MarketWatch) S...
Hello Travis, This is good work of yours. Top marks. Would you go with riggs? I thinkest not. Well, here are some c...
Well, that turned out to be bad timing on the selling front -- East West Petroleum and Arcos Dorados both popped today o...
About Neuren NURPF, the New Zealand neuroscience play:Early this morning I found several additional studies of Neure...
Ben/sogiam and others: I am all for a catalyst calendar, but I would keep in mind the one done by the New Zealand guy, w...
Hi Stew: they don't, at least not for IND or NDA meetings, in which they give guidance to companies. Both the FDA and co...
Alan-Trying to learn from ol' SGS- Travis can volume. technicals etc. be included on dashboard in ycharts? If so how p...
At first, I dismissed the early reports of depression, etc. in the chronic hash smokers in the middle east that come out...
Lots of Fine Comments here, Travis. Impressive to see the reach of Gumshoe - Wondering if the New Zealand Contigent can...
Travis, thanks for the full coverage in todays irregulars post. Re the graphite scene, I have followed Myron into Lomiko...
Hi Jim and Dr Kiss, re Tramping (walking in the mountains) in New Zealand. As I live in the South Island (of NZ) and my...
Check out NOAA.gov (the National Climatic Data Center) if you would like some hard facts on Global warming from science ...
New Zealand energy stock is not worth 2 pounds of possum poop. Real traded garbage. Kiwi Bakken- Hah!!! Only if you're ...
Lots of "sense" of that crisis going around, I feel it too -- though it's hard to time purchases based on those kinds of...
Per Dr. KSS 5-17 comment on previous thread, the US Army is funding a sizeable phase II clinical trial on Neuren’s NNZ...
Frank - despite being a recreational user of cannabis for much of my adult life I personally HAVE NEVER witnessed ANYONE...
Americans tend to confuse New Zealand with Australia--I had the good fortune to cross the Tasman in a cruise ship years ...
HI Myron, not wishing to be contradictory, but maybe a lesson in geography is warranted!! New Zealand is definately not ...
What's up with SP on OceanaGold Corp. (OGC.TO OGCDF) ? Stock quote on Yahoo Financial purports to show a 59% spike to ...
HI Myron, thanks for another great article. Just to update everybody, Oceania had a major cave in at the Macraes mine th...
Looking a little further a company profile says they run internationally through PGW of New Zealand as GRO are majority ...
we are looking into another Australian stock, this time a company which is being spun off by its Australian parent. I ha...
I am an occasional but very interested and grateful reader of yours. I love the depth of your analysis. I also live in N...
Haven't heard that, though everything is relative. This is what EW says in their presentation about the financial struc...
I heard a report on Bloomberg this week that New Zealand has been charging energy companies exorbitant taxes on drilling...
looks like new Zealand energy came up with a creative financing solution to the origin blocks requiring no loan or dilut...
well new Zealand energy has 2,000,000 acres...the director DOES have 1,235,000 shares AND he DOES work for a Canadian c...
oh yeah....and it IS a Canadian company so there you go...it IS New Zealand Energy but the question is buy now or wait t...
I read it was 7,000,000 acres ...but new Zealand energy DOES have 2,000,000 acres and I think its in the southern hemisp...
from what I have read,it is costing NZERF 73.62 USD per barrel to produce PLUS a 5% royalty to the New Zealand govt whic...
NEW ZEALAND ENERGY CORP (NZ.V)...
I read about one remarkable case from New Zealand in which a patient was on life-support due to flu, and his family was ...
I live in New Zealand and hear absolutely nothing about Tag Oil. Never mentioned on the business news for anything and ...
Yep! Have accounts in a local/regional credit union and in a local bank. Each account serves different needs and helps...
From my quick look I don't remember TAG having any exploration blocks offshore the South Island (there is a focus on off...
Recent comments from Lindsey Williams; " The Elite Want To Drown The World in Debt Before Collapsing the Global Economy...
I lived in Aus for 20 years,and traveled to New Zealand for business several times a year.If you think California folks ...
Thanks Gavin -- good to hear from a local, and those are good points to consider (not just in New Zealand). Yes, TAG di...
Thanks Travis for a interesting article. I have been following a few companies in New Zealand. There is a lot of black g...
Travis if you look back into the ownership and history of Stanley Gibbons you'll find the name of a legendary investor f...
As far as I can tell, the writer gets it right as long as he doesn't stray from his limited technical knowledge. He high...
So what do you have to add re: prospects for New Zealand Oil?...
Travis Johnson, As I read the article above, I was absolutely positive you were talking about New Zealand, North Island...
I prefer a profitable oil driller in New Zealand to the high tech band management that might get profitable or be outmod...
Travis what do you or others know about a very small oil and gas producer in Australia and New Zealand called CUE Energy...
Have you looked at http://www.tagoil.com ? I started buying TAO.V (...
I saw this Sovereign Society thing about unclaimed divideneds too. As near as I can tell the other three are as follows:...
I have HTM BOUGHT WHEN FIRST TEASED IN 2008 DID NOT SELL AND NOW SITTING ON A LOSS THAT WILL HOPEFULLY REDUCE AS SHARES ...
I don't think it holds a candle to .tag oil with 2.4 million 100% owned acres in a Bakken type play in New Zealand,...
I think the stock is Neptune Minerals. "When will Neptune's resources be defined? Neptune submitted its fir...
Great letter... the above reviews that focus on the losers are just ridiculous. Mayer's average for 2009 was about 50%.....
Hi.GumshoeI always appreciate your insight. Today I received a tease message from The Daily Reckoning Australia. C...
There's no question of riches on the seafloor, just a few years ago in New Zealand a huge gold deposit was discovered in...
So, according to your last entry, Singh, the CEO says that the company has yet to determine if this "hit" will be commer...