On Wednesday I wrote a piece about Molins, a small engineering company that I think is an attractive 'deep value' investment for those who are into small caps and turnaround situations.
Click here to read the full Molins article
And in the past hour or so I've hammered out my thoughts on why uncertainty is the central pillar of all investment thought, and why it's so important to realise how much you don't know and how much you cannot know.
Click here to read the full Uncertainty article
Finally, after much blood, sweat and tears I've finally finished the February 2012 issue of the Defensive Value Report. If you're already a subscriber then check your inbox for the link, otherwise you can get the latest issue by joining the 60-day free trial.
Click here to join the 60 day free trial
If you have any questions or comment just reply to this email and I'll probably get back to you on Monday.
Have a good weekend
John
|
