Weekly links

Interesting free kindle EBook from Greg Speicher You have to register and then (maybe) get the book…should be worth a try.

Very short Cresud presentation. Written before the YPF nationalization.

Nate from Oddball has a very good write up on Gevelot, a super cheap French small cap.

Nice post from Stephan about Greek toy retailer Jumbo (German)

Gannon on “foreign” stocks (Non US). He even mentions on of my favourite stocks which I haven’t covered in the blog yet….

Prem Watsa likes Abiti Bowater a paper company.

Good analysis of Boyd Group, a North American collision repair chain.


  • MMI, wondering out loud if the stock Geoff Gannon mentions that you like is another French small cap, Precia? I glanced at them when I was looking at Gévelot, I’m going to be going in for a deeper dive soon, they look really interesting.

    Thanks for the link to my post as well! I’d be curious to hear your thoughts on Gévelot.


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