Richardson Electronics – A Net-Net Worth Liquidating

July 17, 2014

One of the more famous places to look for value is the net-net company, which has a market capitalization that is less than it could be liquidated for, meaning that the company could never earn another cent and investors would still get more than they paid for. Surprisingly, even in the age of the database […]


Servotronics (SVT) – An attractive microcap

May 11, 2011

I was sick last week, but I have returned and I brought a promising microcap company called Servotronics (SVT) with me. Servotronics is a small company; daily volume averages only about 1200 shares, but it offers excellent figures. It operates in two sectors, one of which is, obviously, making servos such as torque motors, electromagnetic […]


Amkor Technologies (AMKR) – The cheapest packager in town

August 23, 2010

I find that the stocks I like seem to come in pairs. I liked oil and gas producers Linn Energy and Breitburn; I liked phone companies Windstream and Qwest, and now in the contract manufacturing sectors, I liked Keytronic and now I like Amkor Technology (AMKR). Amkor produces semiconductor packaging for other manufacturers, and also […]


Seagate Technology – Too cheap to be this big

July 26, 2010

For once I can mention a company that most of you may have heard of. Seagate Technology (STX) is the world’s largest hard drive maker, producing a wide range of standard hard drives and since December of 2009 has also been producing a line of solid state drives, although they were a late entrant to […]


Keeping what the market throws away (Key Tronic)

October 18, 2009

Warren Buffett once wrote that in financial analysis, having an IQ above 125 is wasted and that success in investing is largely a matter of temperament. This tells us two things, one, that the world’s greatest investor thinks that dispassionate adherence to investing principles is more important than fancy quantitative models, and two, that Warren […]