Leahi Capital

I write about value investing opportunities in small, under-researched companies.

[Leahi Capital @LeahiCapital]

@hkuppy Its like watching a surf competition and after an hour realizing no one has caught a wave

[Leahi Capital @LeahiCapital]

@MoatOwl I had an investor meeting with the CFO at Public Bank, probably 20 years ago. One quote of his I will always remember 'we don't lend to bumis, they don't pay us back'.

[Leahi Capital @LeahiCapital]

@MikeFritzell Home school your kid

[Leahi Capital @LeahiCapital]

@TgMacro I showed you stars you never could see - Tom Petty.

[Leahi Capital @LeahiCapital]

5,716 ounces of silver or a new home in the US - you choose

[Leahi Capital @LeahiCapital]

@phenomcapital @InvestingTub Surely can't pass. Sponsored by AOC, right? But yes, would hurt PRAA and card issuers.

[Leahi Capital @LeahiCapital]

Bull market in overdue credit card receivables. Who benefits? PRA Group. $PRAA

[Leahi Capital @LeahiCapital]

@InvestingTub Yes. I tend to buy and hold for anywhere between several months and 3-4 years. My original thesis remains valid in my opinion.

[Leahi Capital @LeahiCapital]

@InvestingTub Hi there - which company are you referring to?

[Leahi Capital @LeahiCapital]

@Broncho24 Very good call on PRT. Time to buy? Do you think there is something really problematic here?

[Leahi Capital @LeahiCapital]

@elonmuskADO A

[Leahi Capital @LeahiCapital]

$ARREF - Amerigo Resources - company needs to add a couple more columns (to the right) to its IR presentation due to #copper price.

[Leahi Capital @LeahiCapital]

$KWEB vs NASDAQ - since Aug 2013.

[Leahi Capital @LeahiCapital]

@orrdavid Yup can trade all Asia except India.

[Leahi Capital @LeahiCapital]

@BigBoyBern80872 Possibly. It reports Feb 7, some peers report ahead of that.

[Leahi Capital @LeahiCapital]

New write up available on $RM. Avg ROE of 16% since 2012, trading at just 0.8x TB. Lots of bad news in the price.

[Leahi Capital @LeahiCapital]

Write-ups available on the following:
$BZH (April 27, 2023) +94%
$NRP (June 10, 2023) +108%
$CVEO (July 5, 2023) +19%
$SKY (Oct 19, 2023) +22%
$MCRI (Dec 8, 2023) +6%
$ALCO (Dec 14, 2023) +1%
#valueinvesting

[Leahi Capital @LeahiCapital]

$AXR - stock within a whisker of the 15-year high and nothing but insider buying. Another ~8,000 shares on January 5 reported.

[Leahi Capital @LeahiCapital]

@FocusedCompound $AXR - also a land bank - with momentum and still very cheap.