The DK Value Blog

Two value investors leaving no stones unturned: great companies, workouts, special sits...

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Tuesday, June 15, 2021

Morses Club: A misunderstood subprime lender about to thrive in a post-pandemic world

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  Disclaimer: We are shareholders of Morses Club Plc If Card Factory didn’t repel you last time, we bet this one will. But if you are like u...
14 comments:
Monday, March 15, 2021

Litigation Capital Management : Pioneering a new, high yielding asset class

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Disclaimer: We are shareholders of Litigation Capital Management. NB: Litigation Capital Management (“LCM”, ticker: LIT-LN) is listed in the...
13 comments:
Monday, February 22, 2021

Card Factory: Be Greedy When Others Are Fearful

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Disclaimer: We are shareholders of Card Factory. How would you like to invest in a UK greeting cards retailer with its entire store base clo...
10 comments:
Monday, February 15, 2021

Argentex: a low-cost high-service FX provider ready to take on high-cost low-service banks

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Disclaimer: We are shareholders of Argentex.   Elevator pitch: Argentex delivers tailored foreign exchange (“FX”) advisory and execution s...
9 comments:
Sunday, January 17, 2021

2MX Organic: A "free look" at a transaction carried out by France's best retail operator in the organic food space (Disclosure: Yes, it's a SPAC!)

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Disclaimer: We are shareholders of 2MX Organic.  At DK Value we like a good old low risk, high reward set-up. Usually, it takes the form of ...
Wednesday, January 13, 2021

Enlabs: Why shares are worth at least SEK60, 50% above Entain’s public offer

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Disclaimer: We own 0.1% of Enlabs’ capital. You can find our initial investment case (28 July 2020) on this blog as well.  We originally int...
6 comments:
Tuesday, July 28, 2020

Enlabs - high tech, high growth, low price

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Disclaimer: We are shareholders of Enlabs AB. NB: Enlabs is listed in Sweden while its financial reporting is in Euro and under IFRS 16. All...
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