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My Gold Pick: Gold Royalty Corporation (NYSE:GROY)
Gold & the Royalty Business Gold has been an asset of interest to me for quite some time due to its intricacies as an inflation hedge and the protection it offers against the systematic devaluation of fiat currencies. Monetary expansion, particularly the QE programs implemented by central banks in Western economies after 2008, has significantly…
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Crest Nicholson: A solid Construction Company
“Don’t look for the needle in the haystack. Just buy the haystack!” —John Bogle Background & Description of the Business Lately, I have been thinking about how to effectively and conservatively gain exposure to the expected wave of interest rate cuts in Western economies. Inflation seems to be easing, and real interest rates are dragging…
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CATANA CATAMARANS: Too good to be true.
“There seems to be some perverse human characteristic that likes to make easy things difficult.” ― Warren Buffett The Company Catana Group specializes in the design, manufacturing, and marketing of sailing boats, particularly catamarans, which are boats consisting of two hulls joined by a frame. Catamarans can be either sail-powered or engine-powered and are known…
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PGM Industry: Markets, Miners, Valuation & big opportunities
“Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” -Sir John Templeton History, Notions & Fundamentals Platinum Group Metals, commonly known as PGMs, comprise six…
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PATRIZIA SE (PAT.DE): Significant markdown on Real Assets
Patrizia SE: Business model PATRIZIA is a prominent European independent real asset investment manager, employing 1,011 full-time equivalents (FTE) as of December 31, 2022, across 28 locations globally. The core focus of the company lies in real asset investment management, offering an extensive product portfolio that includes private and listed equity funds, private debt funds,…
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Reflecting on 2023: A Review of My Portfolio and Outlook for the Year Ahead
Returns for 2023 My annual return stands at approximately +3.68%. My portfolio significantly lagged behind major indexes throughout the year, with the Russell 2000 gaining about 16.28% year-to-date (YTD) as the primary benchmark, the S&P 500 rising by 24.72% YTD, and the Nasdaq soaring by 44.69% YTD. While I believe that a single year might…
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CPI Card Group (NasdaqGm:PMTS): An Affordable Way to Ride the Payments Industry Wave
The Business CPI Card Group specializes in payment solutions. They make the credit and debit cards we use every day, which are issued by banks, fintech companies, and more, on the Visa, Mastercard, American Express, and Discover networks. Besides their main product, they also provide debit prepaid cards. On the service front, the company offers…
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Sachem Capital Corp. (NYSE: SACH) : Seizing Opportunity Amidst Industry Turbulence
“The time to buy is when there’s blood in the streets, even if it’s your own.” -Mayer Amschel Rothschild The Company The company underwent an initial public offering (IPO) in 2016, during which it issued 2.6 million shares at a price of $5 per share. The company is involved in short-term real estate lending activities,…
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Natural Alternatives International Inc. (NASDAQ:NAII): A fair company at a wonderful price.
The Business NAI is a leading manufacturer of dietary supplements that provides a comprehensive range of services to its customers. These services include scientific research, clinical studies, product testing and evaluation, marketing management and support, packaging and delivery system design, regulatory review, and assistance with international product registration. Furthermore, NAI holds a valuable patent estate…
Value Hunter 