Beurs-Advies
Deep value, contrarian, portfolio strategy, long only

A True Value Investment: Global Sources

In this article I will discuss Global Sources Ltd. (NASDAQ:GSOL), a true value investment opportunity. Global Sources is a small cap company with a market capitalization of only 277.30M, that has been around for more than 5 decades, but has been listed on the NASDAQ since 2000.

To start my article, let me introduce you to Global Sources, I can imagine that not many of you have heard of this company (neither did I until a few weeks ago).

Briefly: Global Sources is a leading business-to-business media company and a primary facilitator of trade with Greater China.

In other words: the core business of Global Sources is supposed to facilitate trade between Asia and the world using English-language...

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