Tag: ASX discussion forum

WHERE INSTITUTIONS AVOID AND RETAIL INVESTORS FIND BORING (special situation investing discussion thread?)

I meant to write this post when beginning the blog to assist in describing my investment style but it slipped my mind. It resurfaced in my thinking when I recently read a book Margin of Safety, by Seth Klarman. Some areas he cites in the book that are useful to look for opportunities are very similar to what I look for. It would also be great if readers can comment on any current “special situations” they see out there in the markets. Continue reading “WHERE INSTITUTIONS AVOID AND RETAIL INVESTORS FIND BORING (special situation investing discussion thread?)”

GVF – a cheap way for low risk non AUD exposure

GVF – I have been a shareholder in GVF since not too long after they floated. After selling some earlier in the year at $1 I just recently bought back in at the same price. Continue reading “GVF – a cheap way for low risk non AUD exposure”