Portfolio14

Inaction is action. It's easier said than done. By the same token, boring is rewarding. But it's hard to get oneself excited about...

Most people know CeBIT and CES , the annual trade shows for hi-tech products. Imagine now I challenge you to start an exhibition organiser ...

Nam Tai Electronic (NTE) is a contract electronics manufacturer with factories located in China. It has a market cap of $270m and no debt. I...

In April I wrote about the microcap HGL Limited (ASX:HNG). The investment case rested on three pillars: HGL showed a long history of abov...

It was a mistake of omission. There is this startup with a promising but unproven technology. I spent weeks searching the business and the...