Seems like people are really interested in what my friends have to say. My last post (Lessons From A Super Investor – A Personal Friend Of TTI) became the most clicked on post here in the short span of 2 days.

I said that probably out of the 1,000+ people who will read it, nobody would know who he is. But within the 1st day, 1,700+ people have read it and I get tons of queries about him on IN. Anyway, coincidentally, just yesterday, I saw that Bloomberg reported on yet another highly successful acquaintance of mine. I may write about that at a later stage.

But now, let me get back to my drug: deep value analysis.


As a previous shareholder of Asia Enterprises Holdings (AEH), this is a company I am familiar with. Plus it’s financials are a breeze to examine in detail, compared to some …