Idea Exchange


“As a registered member, you can exchange ideas with other users about investing, actionable stock concepts and more."

Maui Land & Pineapple (MLP)

I did an initial interest post on this company on June 27th, 2018: https://focusedcompounding.com/maui-land-pineapple-mlp-900-acres-of-hawaiian-resort-land-for-250000-an-acre/ This thread is the place for members to ask me questions about the stock, discuss it among themselves, etc. I’ll start things off by providing links to other opinions on Maui Land & Pineapple (MLP). Here is a May 15th, 2017…...

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Industrial Logistics Properties Trust (ILPT)

Industrial Logistics Properties Trust (Nasdaq: ILPT) Summary: ILPT is a busted REIT spin/IPO with high-quality assets trading at a 35% discount to NAV. As a recent spin, ILPT has limited coverage and buy-side recognition. The company’s assets, which are located in Hawaii and the Mainland US, are 99.9% leased with an average lease duration of…...

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North American Energy Partners Ltd (NYSE: NOA)

North American Energy Partners Ltd (NOA) is a company that provides Heavy (Earthworks) Construction and Mining Services primarily in Canada’s Oil Sand industry.   As with most businesses associated with oil in the previous decade NOA experienced significant growth as global investment in the industry exploded.  NOA was considered a contractor of choice for many multinational…...

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Vestas Wind Systems A/S (OCSE:VWS)

Opportunity Summary: Vestas holds the top position among wind turbine manufacturers. The industry has attractive economics (high ROIC) and long-term growth prospects; wind as an energy source has crossed the threshold of being able to compete with fossil fuels without the aid of subsidies. Vestas (>16% market share in cumulative capacity & new builds), Siemens…...

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AutoNation (AN)

I’m creating this thread to start discussion of AutoNation (AN). The stock was written up by Dave Rottman here: https://focusedcompounding.com/autonation-an-a-cheap-cannibal-with-minimal-downside/ It’s a nearly 6,000 word article. So, I wanted to focus in on one specific point (mentioned in the title). AutoNation is a “cannibal” as Charlie Munger would say. It eats its own shares up…....

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Computer Services Inc., “CSI” (CSVI)

This is the core processor stock that was just written up by Jayden Preston: https://focusedcompounding.com/computer-services-inc-csvi-an-unlisted-but-super-predictable-company-trading-at-an-unleveraged-p-e-of-15-times-next-years-earnings/ I also spent the better part of today’s Sunday Morning Memo on CSVI. You can find that memo entitled “Fear, Greed, and Boredom” here: https://focusedcompounding.com/memos/ Since CSVI doesn’t file with the SEC, it’s not on EDGAR. For that reason, I…...

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Facebook – making implicit assumptions explicit

Obviously, Facebook has been in the news a lot recently. And Geoff has written a couple of articles that touch on the company directly and indirectly. Also, I’ve been reading up on the company recently and thought it would be interesting to post about whether Facebook could be a value investment.   This is basically…...

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National Cinemedia (NCMI)

Would very much appreciate everyone’s thoughts / comments / feedback / criticism. If there’s interest, I might follow-up with a full writeup. Notes NCMI has the #1 market share for on-screen advertising (about 50%) The industry is an oligopoly with NCMI and Screenvision having about 85% market share Basically NCMI owns the right to run…...

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NACCO (NC)

As I’m writing this: the stock is back down to $32.85 a share, which is basically what I bought my shares at back in October. So, I wanted to point that out to members who thought the stock was more expensive than when I looked at it and so not worth a look. You can,…...

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Keweenaw Land Association (KEWL)

I’m creating this thread so there’s a place for members to discuss this stock and especially the April 12th board election. I wrote a full article about the stock here: https://focusedcompounding.com/keweenaw-land-association-buy-timberland-at-appraisal-value-get-a-proxy-battle-for-free/ The company sent out another letter today: https://keweenaw.com/wp-content/uploads/2018/03/KLAL-Letter-to-Shareholders-3-23-2018.pdf Check OTCMarket.com page for the ticker KEWL: https://www.otcmarkets.com/stock/KEWL/news And also the company’s own site (but, remember,…...

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