RAMPF News and Press, Polaris Infrastructure Inc From 11/01/18

Read more ...

When two of my favorite investors/writers both like an under-the-radar stock, I get interested. When the stock subsequently goes down more, I get excited. One of the great ways to find good investments is by looking for other people's best ideas that go on to hit even cheaper valuations before...

I. Mid-year portfolio performance I published my 7 stock portfolio back February 2018 , back when I expected 2018 to be a year of excitement and opportunity in the markets. Instead, what happened subsequently was either: Not worth writing about (i.e., noise) Wouldn’t make me...

Polaris Infrastructure ( OTCPK:RAMPF ) owns and operates the San Jacinto Geothermal power plant in Nicaragua. Geothermal is a strong renewable power source as it is able to provide baseload power supportive of a grid; other renewable sources such as solar and wind are intermittent and better...

Feature interview Peter Kaye is an analyst at an investment advisor with >$1B AUM. He has completed all three levels of the CFA program. He primarily focuses on value and GARP strategies. We emailed with Peter about how to take advantage of a deal break and mispricing when investors w...

Read more ...

(It's been roughly a year since I last wrote on Polaris Infrastructure (RAMPF), so I thought it was time for an update given the recent share price decline from ~$20 to $17.50 CAD. Please note all figures are in USD unless otherwise noted. Also note that because the company uses USD in their...

Feature interview Ivan K. Wu is an individual investor who manages a concentrated portfolio for his personal account and manages a core-satellite portfolio of personal and family funds. We emailed with Ivan about critically analyzing a “consensus” thesis, understanding mana...

Read more ...

Introduction: A Retail Investor's Edge 1. Who am I and how did I get started? I’m 29 years old, born in Taiwan, majored in liberal arts at a top Canadian university, and currently live in the U.S. One day, I decided that if I could get through War and Peace and six volumes ...