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Just_a_guy

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10/12/17

15:53

Post #: 29517695
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Originally posted by croasian ↑

@Nightmarez3k, thanks for raising ideas I appreciate it.
My immediate reaction is that I am only interested in IPOs from private equity after the they have fallen off a cliff and are selling for 10c on the dollar. I don't see the absolute loathing towards this company that would get me champing at the bit.
@madamswer and I are apparently from the same tribe but I find we disagree on most things. I only have time for 5 or 6 holdings but I am always on the hunt to expand that - It has to be real simple for me to understand it though.
There's nothing wrong with intangibles the problem at SGH was that the shortsellers were right about the nonsense at Quindell. Intangibles only represent what was paid for an asset and may be under or overvalued on the books (in the case of SGH overvalued) in relation to future earnings.
From a traditional value investing perspective this company does not have a long term track record of earnings which would tell me about its economic position. I find that the most important thing - just looking at that would have saved SGH.
If anyone can point me out some tasty roadkill stocks from the trash heap of capitalism (which is a pretty disgusting thing at the best of times) it would be appreciated - the smell doesn't bother me.
I don't express caution towards this, I just don't know and don't see any thesis here which would make me take a position either way.
GLTA

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I know you’re not after pre profit startups but if it’s negative sentiment you want - have a look at Bid. Sentiment is worse than shaving with sh1t. Priced below cash backing

VRT Price at posting: $4.97 Sentiment: Buy Disclosure: Not Held
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A straw hat in winter, possibly..., page-53

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