This, after their earnings report came out SIMO dropped by over a third of its total valuation. It was a significantly undervalued stock to begin with, and it’s still a fast growing company. The NAND problems notwithstanding, I see SIMO as a long-term grower. As usual the market has an unreasonably short-term [...]

Along with the three companies to sell, pointed out yesterday, I’ve dug up three new companies worthy of a place in the Toshuo Portfolio: Henan Zhongpin, Famous Dave’s and Exelixis.

Suntech shares have become compelling enough that I’ve decided to sell my United Fire&Casualty position. When I have more time, I’ll update this post with why.
03/03/2008 Sold 50 UFCS @ 34.6006
03/03/2008 Bought 47 STP @ 36.9

Whenever the stock market takes a hit, some people (and lolcats) act like the SKY IS FALLING. As scary as a drop like this seems, it’s a good thing for the vast majority of us. For people who are retired and living off of their investments, or those who need to sell them [...]

Harris & Harris (Nasdaq: TINY) is a publicly traded venture capital firm. Normally, I would prefer to invest directly in individual companies, rather than a venture capital firm, but this case is special. From everything I’ve been reading, I’m convinced that nano-technology is on the verge of profitability on many fronts. There [...]

After today’s Q4 2005 Earnings Conference Call, Shanda 盛大’s stock shedded nearly a quarter of its value. The amazing thing is, there really weren’t any surprises in the conference call. Sure, there were some one time expenses related to acquisitions, but nothing to justify this. I had been planning on investing in [...]