Recent content by james1989

Obviously emerging markets have rebounded well after falling to very cheap prices, I still see value in some very good domestic businesses. The under researched small caps seem to offer the best opportunities right now. Travelzoo is a favourite of mine and is very cheap after this quarters...

Board thankfully reshuffled with a talented set of new strategists in place, this should continue to move considerably beyond the 25% or so achieved to date.

Some of the above issues are indeed undervalued, but can you determine their future performance? With Spark Networks for example you have a market leader in the online dating space for Mormons, Jews etc. This is a valuable asset, people go where there is a better chance of finding a date...

Entire portfolio turnover to accommodate wealth of new opportunity in the market. Bought liberty global at 38ish, buying ascent capital, buying spark networks, buying travelzoo. Also bought mobilestreams at 16ish. Best valuations since 2011 in some technology sectors, fantastic prospects...

Worked out well

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"Time is the great revealer of secrets, and it is also, in another sense, the great detector of forgeries" (Conybeare, 1995) I hope we all have good memories.

A winner emerges?? A low of 640.5 if i'm not mistaken, almost like magic!

http://www.bain.com/publications/articles/eight-great-trillion-dollar-growth-trends-to-2020.aspx A very good read, for those of you who can.

We should feel truly blessed to inhabit the earth with this wonderful meritocratic market system. It allows us to live so freely and affluently. Big milestone passed today, feeling appreciative!

Starting to see value particularly in Chinese equities, China Mobile, Cnooc, Petrochina etc.. Not personal buys however due to better risk reward opportunities available. For those looking for emerging markets exposure however, this may be the time to load up. One company that I do like is...

I didn't have time to update it Aparoid, extremely busy with work commitments.

Exited jw.a for 40% gain, DirecTv fast approaching 50% gain, reduced. Varco up 20%, reduced. Exited micro cap banks, (IBM small loss), DE, LMCA and NWSA in profit, loading a third of portfolio into a new idea. Third of market cap in cash, 50% fcf, fantastic recurring business model, excellent...

Buying News Corp NWSA heavily and adding to DE and IBM positions, taken some profit on JW.A.

I have not used share.com so cannot comment on them. I use Interactive Brokers, and would recommend them. They're not really for longer term investors, but the monthly inactivity fee beats costs incurred going elsewhere, that is to the US from the UK. Since you are new, be wary of emotions...