http://www.wangchukcapital.com As a value investor, I focus on businesses that I understand and trade at low valuations. If I can’t understand the business, I don’t invest. I identify potential investments by conducting my own research and due diligence on companies that investors appear to have become overly pessimistic about. My strategy is to invest in companies that trade at a discount to my estimate of fair value. I focus on deep value micro and nano-cap companies.
I seek out investments with asymmetrical risk/reward profiles with limited and predictable downside risk while also having upside catalysts to assist in the value realization process. I also focus on event-driven investing which can often lead to a contrarian position. Please do not hesitate to send me a message via Seeking Alpha's platform if you have any questions.
I am a former oil stock analyst now living in Tokyo. I do not just look at net net Japanese stocks, but rather find companies that have recurring revenues and some kind of competitive advantage, as well as being extremely cheap.
I'm interested in the stock market, looking for a great company at a good price.
Looking for investment ideas among shares of companies whose business I understand.
My last ideas: $USAT, $ESTE, $FTK, $OCN, $ASPS, $INUV, etc
I know a lot about business, stock analysis, now I have a goal to start managing capital as well, always interesting to talk with people who have similar interests.
My circle of competence is limited to shares of those companies whose business models are clear to me, stable and simple.