Not the direction of a stock, I mean, but the direction of a company — the decisions and changes made by managers of a company whose stock I own. Today I sold my shares of Mongolia Growth Group (YAK in Canada, MNGGF on the pink sheets). I would normally be patient with a stock that’s […]
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A couple things to check in on before I get to the “meat” of today’s note for you. First… it turns out that Medical Properties Trust (MPW) is not a dividend grower. I thought they were signaling dividend growth with their increased guidance a couple weeks ago, and thought that they would hike the dividend […]
As most of the Irregulars know, I try to get to all of the Value Investing Congress conferences, and I share my thoughts and notes on many of the stocks (and often invest in a few, eventually). This time I was able to make it to town in time for the pre-conference Workshop, which involves […]
Online advertising is a rapidly growing industry, dominated by Facebook and Google (particularly in this country) but still changing rapidly and amenable to new ideas and new technologies. Better ideas and better algorithms allow businesses in this segment to grow rapidly or get acquired at lofty prices by the established players, so it’s always interesting […]
Before I get churning with this week’s Friday File, I want to take the opportunity to thank you, the Irregulars — and particularly the several new members we’ve had join up as Irregulars in the last few weeks — welcome to the club! Stock Gumshoe has always tried to balance how we do things, offering […]
Mongolia real estateI am curious about the Mongolian real estate stock you had. Do you still have it? I can’t find the info on it from your irregular updates
Ed. note: Here is another installment from longtime reader Myron Martin. Myron has agreed to our trading restrictions (he won’t trade the stocks he mentions for three days), but we have not reviewed, approved or screened his stocks or ideas, and the opinions he expresses are solely his own. Myron’s past commentaries can be seen […]
Harris Kupperman is an international growth hedge fund manager who basically launched Mongolia Growth Group (YAK.V MNGGF) because he was looking for a way to invest in a trend that wasn’t really available. His talk wasn’t really so much about the company they’ve been building (and which I bought a few weeks ago), but about […]
As most of you probably noticed, I was on vacation last week — a crazy week for those of us in New England or with friends and family in Boston, or, for more prosaic reasons, for anyone who follows the gold markets at all. It was also a bit crazy for me personally, but that […]
A while back I invested in Blue Wolf Mongolia (MNGL), which is a blank check company — they were set up to collect capital and invest it in an operating business or use it to take over another company. The idea was that the business would be in Mongolia, and presumably connected to natural resources […]
I’ve got a few thoughts to share this week — no new teasers have caught my eye as interesting ones to share specifically with the Irregulars this Friday, but we sure have been seeing a lot of the graphite and graphene teases again (like Byron King’s pitch, and the Oxford Club’s graphite spiel), and everyone […]
A few readers have written in asking about Chris Mayer’s new pick in Mongolia — he hinted about such a pick in a recent email interview he did with his colleagues at Daily Resource Hunter, but there weren’t many clues. This is his exchange: “What is your favorite emerging market right now? “Right now, I’m […]
I opened up a small initial position in a recently IPO’d blank check/SPAC stock today — this is a roughly $90 million investment fund that’s been raised by a group of Connecticut investment bankers to buy something that relates to Mongolia. The risks are obvious: you’re paying someone to go to a country where there […]
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