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Its been another crazy few weeks in the markets, with historic bank bailouts. of two US banks followed by the Swiss Central Bank giving Credit Suisse a liquidity injection.

Are we on the cusp of an international banking crisis? Who knows.

What we do know is this… the first two weeks of March has produced many great stock write-ups.

Below are the ones we have enjoyed reading →

Asos (ASC)

Written by

Fast fashion, fast cars, fast turnaround? Not deep value but still looks to be trading at a substantial discount due to non-structural issues that seem to be getting resolved.

Read here

Nomad Foods (NOMD)

Written by

NOMD's long-term potential is obscured by short-term problems. As new initiatives take hold, investor confidence should return. That in turn creates a path toward real upside.

Read here

Richardson Electronics (RELL)

Written by

Richardson Electronics is an engineered solution business focusing on power management, microwave tubes and digital displays. I think shareholders can compounded in the mid to high teens over the next 3-5 years buying shares today at $20.20. 

Read here

Alphawave IP (ASC)

Written by

Alphawave is one of the most asymmetric ideas in the semiconductor universe I follow. I think Alphawave has some hair on the stock, but it’s not a fraud and is priced egregiously wrong.

Read here

Euronext NV (ENF)

Written by

A core European market infrastructure asset is available at "for sale" prices.

Read here

Cakebox (CBOX)

Written by

Founded in 2008 by Sukh Ram Chamdal and Pardip Dass, Cake Box Holdings through its subsidiaries engages in the retail of fresh cream cakes in the United Kingdom.

Read here

CNX Resources (CNX)

Written by

CNX Resources Corporation is an independent natural gas and midstream company. Management is focused on creating value and doing a fine job running the company.

Read here

Eurosnack SA (ECK)

Written by

A Polish nano-cap market that specializes in the production and sale of chips and cookies, primarily in Poland. Despite its remarkable growth over the past five years, the stock trades at a low price-to-earnings ratio of 6-8 due to its illiquidity, communication issues and inflation.

However, if ECK can maintain even moderate growth and improve its gross margins to the levels seen in previous years, it should be a multibagger.

Read here

Morguard (MRC)

Written by

Dirt cheap real estate trading at 50-70% Off.

Read here

Information Services Corp (ISV)

Written by

A monopoly information services business with above 30% ROIC at 6.6x EBITDA.

Read here

B3 Consulting AB (B3)

Written by

A Stockholm listed microcap, B3 Consulting Group is an expansive consultancy company with senior consultants within IT and Management. High insider ownership with recent aggressive purchases by the Chairman of the Board.

Read here

Knights Group (KGH)

Written by

A London listed microcap. a law firm roll-up. It’s the biggest firm outside of London. They actively avoid London. They focus on the regions and they are doing well. The stock is also pretty cheap. The management owns 20+% and keeps on buying.

Read here

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Disclaimer

This article is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before investing in any company mentioned.