Generals and Workouts
Subscribe
Sign in
Home
Twitter
Archive
About
2025 portfolio review
The good, the bad and the in-between.
Jan 1
28
Latest
Top
Discussions
March portfolio update
For the three months to March 31, 2025, my taxable portfolio gained 6.04%, while my SMSF gained 3.46%.
Apr 1, 2025
25
6
1
2024 Portfolio Review
My year in investing
Jan 1, 2025
35
6
1
Japanese net-net trading at 7x PE with positive earnings outlook
A consistently profitable electronics trading company selling at a 30% discount to NCAV.
Aug 24, 2024
65
14
2
2023 Year End Portfolio Review
The year of the busted biotech
Dec 31, 2023
33
6
Theseus Pharmaceuticals
The latest biotech to throw in the towel
Nov 15, 2023
14
11
My thoughts on the liquidation value of Cyteir Therapeutics
Liquidation announced; further upside could be on offer.
Jul 2, 2023
12
3
The curious case of Cyteir Therapeutics
A busted biotech trading at a 60% discount to liquidation value.
Mar 22, 2023
14
7
See all
Generals and Workouts
Deep dives on net-nets, special situations and other mispriced opportunities in the stock market.
Subscribe
Recommendations
View all 7
Dirtcheapstocks Substack
Dirtcheapstocks
Altay Capital - Mostly Value Investing
AltayCap
Net-Net-Hunter Japan
Net-Net-Hunter Japan
Yet Another Value Blog
Andrew Walker
Central Tendency
Rohan Soor
Generals and Workouts
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
