19 NCAV stocks - average discount to NCAV = 53% for portfolio as a whole.
I'm going to post updates along the way, if you're interested in this strategy, keep an eye on these.
Always welcome to comments and criticisms about the stock selections. I'm pretty sure I'm going to take a bath on some of these sketch Chinese stocks, but maybe they're being discriminated against because of their ethnicity - who the hell knows.
I'm either going to serve you as a cautionary note - or a positive data point on the theory of net-net investing.
Tuesday, March 23, 2010
Monday, March 22, 2010
Hello world!
Hi everyone,
I'm going to invest $400k in 20 stocks which are net current asset value stocks as of 3/22/10.
I will update this portfolio twice a month to track its progress.
Feel free to follow the ride.
-A
I'm going to invest $400k in 20 stocks which are net current asset value stocks as of 3/22/10.
I will update this portfolio twice a month to track its progress.
Feel free to follow the ride.
-A
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