Firstly, let me say Happy New Year and a BIG thank you to those who have recently subscribed to SG TTI. There was a sudden surge in subscriptions since my previous post (ThumbTack Investor’s Random Musings – Selling Property, Hand Foot Mouth Disease, Gold, New Blog Links, Advice For Beginners. Yes, It’s Random.)
Thanks for supporting good deep value research and content. I promise to continue to share my work here as timely as I can.
I’ve previously shared my investing thesis on Dutech Holdings:
In fact, I was actually a bit surprised that I’ve only written 1 post on Dutech, seeing that Dutech Holdings is a company that I’ve done a ton of work on, and it is currently and will likely be one of my core positions longer term, making up 26% of my portfolio.
Just to recap: I took up a position …