Monthly Archives: February 2011

Cybex Int’l

I’m almost embarrassed to admit to this… I feel like Mohnish Pabrai (sorry Mohnish, I liked your concentrated strategy much better). I decided to place what Pabrai calls a “basket” bet. This is when you don’t necessarily feel certain about … Continue reading

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Issue 3: Small/Mid

This took much longer than expected. The natural gas companies are quite difficult to find a price you’d be interested to pay based on historical earning power; gas prices change and historical conditions are in no way tied to future … Continue reading

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Issue 2: Small/Mid

This issue was probably the most fun I’ve ever had with Value Line. There are more opportunities, great businesses, and interesting businesses in here than I’ve seen yet in the other 24 issues. The industrial services industry was my personal … Continue reading

Posted in Value Line Issues | 4 Comments