I’m all over the place

Busy day today, bought some Jedat before the Japan close, then tiny positions to FNAC in France and Unicret in Italy during the day, and now Capri Holdings before the US close. And yesterday I was in Singapore and Vietnam (bought some more PYN Elite). I think I will increase my emerging Asia allocation more …

Japanese software netnet: Jedat

This is pretty simple nanocap netnet idea. Jedat is Japanese electronic design automation software company. You can plan electronics, flat panels etc. with the software. Customers are semi-conductor type manufacturers. It's nanocap and competing against Autodesks but seems to have carved nice niche. Design software has some learning curve so customers can be sticky. If …

Update: Emerging Asia growth play Boustead Projects

Bought more Boustead Projects today @ 0.905 to 8,0% positionHigh quality industrial building design and build service provider from SingaporeHas done design and build projects since 1996 to "high value" industrial buildings and thus has competitive design and contracting operation that can win projects over timeUnderstood that the expansion to overseas will happen through JVs, …

9.2.2020 Investment Journal: Vente-Unique update

Vente-Unique is a rusty growth company that has been one of my genius stock picks, currently clocking -50 %, give or take, from my purchase price. I was down even more during last year so I have been fighting with some negative reinforcement here for a while. At the time of the original writeup, I …