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: POWERMATIC – HIDDEN ASSETS, HIDDEN VALUE? (PART 1/2) POWERMATIC – HIDDEN ASSETS, HIDDEN VALUE? (PART 2/2) ......