Investment Process: 9 Investing Thoughts

In this post, I share the key principles I try to consistently apply in my investment process.

Investment Process: Management and Board - Part II

This post is the second in a series following Management and Board – Part I. As a reminder, my objective is to highlight a few underappreciated governance features that I have found particularly useful when evaluating management teams and boards—and deciding whether they are truly worthy partners for deploying hard-earned capital. These should be viewed as signals, not definitive conclusions.

Investment Process: Management and Board - Part I

This topic has been widely explored, and much has already been written about it. Rather than revisiting familiar arguments, my aim is to highlight a handful of underappreciated governance features that I have found particularly useful when evaluating management teams and boards—and deciding whether they are truly worthy partners for deploying hard-earned capital.

Alliance Aviation Services (ASX:AQZ)

Disclaimer: The views expressed here are mine and may change without notice. Past performance is not indicative of future results. All investments carry risk, including financial loss. This analysis is for educational purposes only and does not constitute investment advice or recommendations of any kind. Conduct your own research and seek professional advice before investing. Please see important disclaimers here and here.

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Price is what you pay, Value is what you get - Warren Buffett

It is not very common that a company becomes cheap on both asset value and earning power value at the same time. Alliance Aviation could be one such case.

Hurco Companies (HURC)

Disclaimer: The views expressed here are mine and may change without notice. Past performance is not indicative of future results. All investments carry risk, including financial loss. This analysis is for educational purposes only and does not constitute investment advice or recommendations of any kind. Conduct your own research and seek professional advice before investing. Please see important disclaimers here and here.

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Value with better odds of success can take various forms — and Hurco Companies may be one such example.