Geoff Gannon December 2, 2011

3 Net-Net Articles

Here are the 3 net-net articles I’ve written over at GuruFocus:

When Is a Bad Business a Good Net-Net?

Risk in Net-Nets

How Many Net-Nets Are There?

Expect a new net-net article each Friday. The net-net newsletter comes out once a month. The next issue is set for January 6th. The newsletter picks one net-net a month. And holds each pick for one year. Starting in April, I’ll be writing about the performance of each net-net as it exits the portfolio. So you’ll get to judge the newsletter’s results for yourself.

So far they’ve been ugly. 2011 was not a good year for net-nets. At least not in the U.S.

On the bright side, it looks like one of my Japanese net-nets – Sanjo Machine Works – is going to be bought out. 

Even though Sanjo is just one-fifth of my Japanese net-net portfolio the 140% return on Sanjo will end up making 2011 a good year for the group despite my other four Japanese net-nets doing absolutely nothing pricewise.

Talk to Geoff About Net-Nets

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