Based on demand we have reinstated our newsletter and have the next installment available. For those that are not familiar, our first newsletter dug into the business economics and moat around Platform Specialty Products. Although our investment ideas are for the long-term, since our original issue on February 13th, PAH's share price has increased 24% and the company annouced a significantly accretive acquisition.
Our new issue goes over the following:
Many of us succumb to habits that actually have a large effect on our investment process and lead to our long-term investment returns. These habits tend to not add value, but we continue to do them. We feel there has been little written on bad investment habits and how to modify them, so this newsletter focuses on how to identify and modify those useless habits. We also describe ways to apply discipline to our investment process to become better investors. These ideas can be applied to many other aspects of one's life which could improve your quality of life as well.
Our in-depth company analysis digs into a foreign company that we consider as a hidden champion that has been slowly chugging away, year after year, keeping up with the changes, surviving and profiting. This company is the market leader of an industry that has been around for hundreds of years and is unlikely to change much in the next decade. The company is trading at a fair price while the overall industry is on the cusp of further growth. The company also benefits from an owner operator that has performed well over decades and has only the long-term in mind.
If you are interested in getting your hands on this newsletter you can either contact us or click here.
Disclosure: I am long PAH.
Additional disclosure: Any company listed here or in the newsletter is not to be construed as a buy or sell or as investment advice. If you are interested in investment management services specific to your needs, then you should consult us or another investment advisor to help you with your needs. Please do your own due diligence.