The Fund's full report on Keppel Corp can be found in the link below. The market seems to be ignoring the risks for several offshore rig builders, including Keppel.
Keppel Corp Report
Also published on Scribd, should the link above not work. Keppel Report on Scribd.
Sunday, April 12, 2015
Sunday, February 8, 2015
RWWI Rand Worldwide
While the bulk of my time in the past 3-6 months has been spent in the oil space, I have had some time to find attractive longs in other sectors. One of my favorite is Rand Worldwide. I published my thesis on Value Investors Club back in November.
Shares are still attractive and I have been adding to my position recently. I believe the relationship with ADSK is rock-solid and should be fruitful for RWWI for a number of years.
Shares are still attractive and I have been adding to my position recently. I believe the relationship with ADSK is rock-solid and should be fruitful for RWWI for a number of years.
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