NoBrainerStocks

Europoors in Vienna II @aktieblogg @Secrets4stocks @stonkmetal @AravacaCap @ObscurValuation @SebKrog @FinSkeptic @d_schau @NoBrainerStock @unfixed_income @diegobmilano @wusatiuk @Franfra51045228 @HindsightCapLLP @ReturnsJourney @SteigerwaldValu @AmsterdamStock

$ZYT.L (Zytronic plc) shareholders: Henry Spain, an investment firm who own 19% are attempting to stop the liquidation of the company and turn the entity into a "permanent capital investment vehicle". Apparently they want to be like Berkshire and Markel! This likely means no return of cash to shareholders. If you are a shareholder please reach out to me. Most importantly vote against their resolutions to appoint directors and vote for the current directors (links below). This will be tight so every vote is important. Any RTs would be appreciated.

@flynn_bob Thanks for your comment. Interesting question, I never tried looking at premium finance companies in the US, didn’t know it existed.

@NoBrainerStock Did you ever look at this bus in the US? As a real estate guy I know that insurance premium financing exists in the U.S. I don’t know if a publicly traded company offers it

I recently exited my position in Orchard Funding. Most of the returns from my thesis came from buying an ultra cheap security(0.3x BV) and hoping for the market to recognize it in the next 2-3 years(not from buying a company with a great RoE growing at a great rate).

Actually wild Buffett wrote this. faculty.washington.edu/ss1110/IF/Buff…

@OtterMarket @eriksen_tim Are there any brokers small individual investors can use to buy these expert market shares?

Thanks a ton to @dirtcheapstocks for writing it up originally!

I’ve written up a post on CBB Bancorp($CBBI), an OTC listed bank that trades at 5x current net income(3-4x normalized income) and 45% of Book value. Link in bio.

@SebKrog UK - $TMG(I have a writeup on this), $ZYT(@DeepValueStonks recently tweeted about this)

I'm considering looking outside of US and Canadian Microcaps at the moment as I can hardly find anything. Are there any markets that are particularly interesting for Microcaps? Italy? Sweden?

@SebKrog @2t_investing @DeepValueStonks has pitched a few, very cheap polish stocks

@2t_investing I feel one year ago a lot of people were pitching polish stocks, now barely anyone.. what has happened?

One of the best and kindest investors on twitter!

IG Design Group plc $IGR.L is a net-net trading at roughly ~54% NCAV and ~23% P/BV. Historically profitable, with solid balance sheet. After the huge 58% drop today I bought shares. The company just issued a press release with some poor news - their 4th largest customer entered Chapter 11 bankruptcy protection, which made them establish $15M provision to offset potential future receivables and inventory losses associated with this customer.

I recently came across a tiny UK company at 0.4 P/BV, with activists on board pushing for liquidation. After a few weeks it's now my single largest position (15% of AUM). Probable +30% IRR, with downside VERY well protected. Link's in the bio, as usual.

A new large portfolio position (8% allocation) with 30-70% upside potential over the next 12 months. It's trading far below its liquidation value, and with activists on board that actually managed to take this thing to liquidate (company sale is also a possibility). Find it in the usual place.

@niubi1988 What’s the thesis here?

Posted a writeup about a couple of bargains I found recently. Both stocks trade close to cash value. Link in bio.

@DheerajNam Thanks a lot for your kind words 🙏, appreciate you reading my work :)

@NoBrainerStock Honestly not sure why you have so few followers. You have some excellent writeups/work. You deserve more readers.

I have posted a writeup on The Mission Group(AIM: TMG), a turnaround trading at 4x depressed earnings, with a capital allocation plan in place, that should realize value for shareholders. Link in bio.

“When business is booming, people convince themselves that the growth will never stop. And when times get tough, suddenly everyone believes the downturn is here to stay.” A writeup free for all. Find it in the usual place.

@LionheartInves1 My bad, I looked at it on 7/31 when it was trading at $1.2M, thought it was not cheap enough yet and within 2.5 months it is a double🙃

New buy is $IVRO an under the radar pico cap that makes test kits for non animal testing of corrosivity/dermatological irritants etc saves time, money and bunnies 🐇🐰 😂 they got a net cash balance that reduces their actual stock price by 2/3 and the market is starting to notice

"Money is so cheap that it causes people to do almost anything on the asset side, and we try to avoid doing that because we don’t want to drop our standards too fast just because the liability side is costing us so little" - Warren Buffett, 2015 Berkshire Annual Meeting