First off, thanks for everyone who came down on Saturday and said hi to me. I had a lot of fun both during the presentation and the Q & A.
The Fifth Person did a post-event write up which you can find here.
A copy of the slides can also be downloaded here.
Popular Holdings Divestment
During my presentation, I also talked about an idea of mind that had worked out well – Popular Holdings.
Its was taken private earlier this year.
I wrote up “post-mortem” of the investment which was picked up by Nextinsight.
Powermatic Data Systems Case Study
I also talked about a company which fell into my criteria of being a “deep value stock”.
I actually wrote about it a couple of months ago, and you can check out the investment thesis here: