Net Net Hunter

30/03/2021

https://www.youtube.com/watch?v=xC2hPK_poUM

Joining us in conversation for this episode was Evan Bleker from Net Net Hunter. Evan is a huge advocate of deep value investing, and searches the world for ...

13/10/2020

For anyone just now getting into investing:

What's up everybody! Today I have a stocks and stock market related post for you. I love me some stocks talk, and especially when the co...

14/07/2020

New net net book is out today, published by Harriman House.

Benjamin Graham’s Net-Net Stock Strategy: A practical guide to successful deep value investing in today’s markets

30/01/2020

I had a great time on this podcast with Eric Schleien. Well worth a listen!

https://ericschleien.com/podcast/evan-bleker-net-net-hunter/

04/06/2019

Would Benjamin Graham use a stock screener if he were alive today?

Keep in mind that not all value investors use stock screeners to get ideas — Warren Buffett and Charlie Munger certainly don’t.

But Graham would definitely need a stock screener today. In fact, his favourite screener would focus exclusively on net nets — i.e., stocks selling at prices below their net current asset value (NCAV).

Here’s why.

Would Benjamin Graham use a stock screener if he were alive today? Read on and find out why he would definitely need a stock screener today.

28/05/2019

I know what it's like. You hear about this great investment strategy, you start to use it with amazing results, and then you can't find any more stocks that fit your criteria.

And that's the problem with hunting for net net stocks. You can have your pick of net net stocks when the market is in turmoil but when the market starts to froth the net net universe seems... as barren as the Sahara. What is an investor to do?

Have you chosen not to invest in net net stocks because you can't find any more great investment candidates? Here's how to fix that...

20/05/2019

People generally equate the search for great cheap stocks to panning for gold. Investors sift through plenty of junk, hoping to find a glimmer of value that makes all the hard work worthwhile.

As a result, it's easy to believe that investments render higher profits only if the investor is willing to accept a higher probability of losses, associating high risk to high returns. The financial community typically defines this risk as volatility.

But, how much risk are you willing to bear? And how do you determine if the great cheap stocks you’ve spent hours researching are worth the risk?

There must be some reason for these great cheap stocks to be trading on such a bargain. Read on and have a deep understanding of how to minimize risk.

10/05/2019

Are cheap stocks under $1 investment worthy? Are they a steal or just surface-level cheap?

When most people look at cheap stocks priced under $1, they probably see an easy-to-assess investment choice. Because of their low capital requirements, they can buy more of these stocks, doing so with the expectation that the stock price can go only one way — up!

Their standard argument for buying cheap stocks under $1 is that a small price increase can turn into a large profit. After all, a 40-cent stock only needs to rise to 80 cents to double the investment, and that seems simpler than finding and investing in $20 or $50 stocks. They also reason that the prices of these cheap stocks under $1 can’t go down any further than its current low price, thus making it difficult to lose money.

However, as net net investors, we know that this is flawed thinking.

Are cheap stocks under $1 investment worthy? Are they a steal or just surface-level cheap? Find out if it's an easy-to-assess investment choice.

08/05/2019

Wouldn't it be better if you could make a lot of money in the stock market without having to pick stocks? Would that ruin the game for you, or would you feel liberated?

I'm not one of those guys who brags about the stocks that they buy. How could I be? You don't become the talk of the cocktail party by slyly mentioning an obscure box packing company that lost $20 million in the last quarter. Most guys (and I use "guys" deliberately) enjoy telling friends about slipping into a sexy name just before it took off - Google, Amazon, Facebook, Starbucks. If I mentioned the type of companies I bought, they would likely just cut me off from the bar and take my keys.

But profits don't lie. One of the reasons some people find it hard to buy NCAV stocks is because they look so terrible. Unless you were trained in the fine art of NCAV investing, you wouldn't spot a company and instantly know that you had to have it. Most of these companies have suffered some horrible problem which has knocked their stock down to next to nothing. To be perfectly honest with you, the look of some of these companies kept me from investing in NCAV stocks initially, to the detriment of my financial future.

Choosing a NCAV portfolio of net net stocks really comes down to screening out the bad. Here's how to select a net net stock...

30/04/2019

What do you do if someone tries to stuff a couple thousand dollars in your hand?

iGo became part of my net net stock family sometime in the early spring. Looking at the company, it seemed to be a clear favourite among the other net net stocks I had scanned through. The company is tiny, with a market cap under ten million dollars, no debt, and no preferred stock. It also seemed like a stable business. Looking back over the past four years, while the company had definitely been in a downward slide, there were no wild fluctuations in the company’s revenue stream. Being primarily focused on small consumer electronic accessories, this wasn’t really surprising.

All in all, financially, the company seemed to have most of the ideal characteristics when it comes to investing in net net companies and the price was so low that the entire company was trading at a price below the cash it had in the bank. Perfect.

iGo is a great net net stock that's conservatively financed and has a huge possible upside. So what do value investors do after the tender?

01/03/2019

https://www.linkedin.com/pulse/my-5-year-net-stock-performance-evan-bleker/

How well does a modern net net stock portfolio perform in 2019? In February my 5th fiscal year drew to a close allowing me to take stock of how well I've done as an investor. I've mentioned on our Net Net Hunter community forum that you really need to assess performance over a 5 year period, at mini

25/02/2019

How Net Net Super Stock Richfield International Returned 400% in 12 Months

by Tyen Redmond

When Richfield International first came on my radar, I was unaware of the enormous success that was about to follow.

I had recently come across the Net Net Hunter website and had signed up for the email newsletter. Richfield just happened to be the first net net stock recommendation I received. It fit my criteria, and even better, it traded on the Australian Stock Exchange in my home country.

I remember thinking to myself: “If this is the free monthly stock pick, imagine the wealth of information and recommendation that would be available to Net Net Hunter members.” From that point I was determined to become a member to reap the rewards.

So why was Richfield so attractive?

The problems were large and obvious. Richfield was a...

Richfield International was a troubled shipping company operating in the Asian Pacific. Here's what we saw in it when it surfaced on the Net Net Hunter Shortlist and why we knew it was poised for great returns.