Value Investor
Contributor's Links: Barel Karsan

Saj Karsan founded an investment and research firm that is based on the principles of value investing. He has an MBA from the Richard Ivey School of Business, has completed all three CFA exams, and has an engineering degree from McGill University. Visit his blog, more

ALL CONTRIBUTIONS

JEF, Unfrozen
Whether Jefferies can earn good rates or not on its current book value is not really a game I want to play.
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Genesis Land: A Home Builder Left Behind By The Market
There is one home builder that has been left behind in this market frenzy, despite benefiting from the same factors as its peers.
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Off The RAILs
Quarter after quarter of losses and writedowns shredded the balance sheet.
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The Deficit Myth
As a society, we spend a lot of time worrying about debt. Consumer debt, household debt, municipal debt, state/provincial debt, federal debt, etc.
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Summit Midstream Analysis
Midstream companies can offer a little bit more cash flow certainty than upstream drillers. But one can find companies in this space whose stock prices are as decimated as any solvent upstream company. Consider Summit Midstream Partners (SMLP).
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Jeff, Freeze! (JEF)
I think this is an asymmetrical bet on a fallen angel.
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STOCKS I FOLLOW

AABVF ABERDEEN INTL INC
BBY Best Buy Co.
DDE Dover Downs Gaming & Entertainment Inc.
DGPIF DATA GROUP INCOME FD
GSOL Global Sources Ltd.
HGG hhgregg Inc.
IBIBF IBI GROUP INC
PNPFF PINETREE CAPITAL LTD
RTMAF REITMANS CDA LTD A
TSCDF TESCO PLC ORD
TSCDY Tesco PLC
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TWEETS

PERSONAL BLOG

Latest Posts
Karsan Value Funds: 2019 Q4 Results
Karsan Value Funds (KVF) is a value-oriented fund.. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.
Book Review: The Dip
Some books can be shortened to the length of an article without losing anything. Seth Godin's can probably be shortened to a sentence.

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