Looking For Asymmetric Opportunities.
- Distressed Assets
- Bankruptcies and Liquidations
- Corporate Restructurings
- Bold Bets in Misunderstood Markets
- Underutilized Land and Buildings
A different kind of value investing
Consolidated Rock is the investment vehicle of Sultan Ameerali. I go beyond financial ratios to determine the probability of surfacing significant, and currently unrecognized, value.
I’m a former financial journalist with a track record of investing success. Working in different industries has improved my analytical skills.
IDEAS, NOTES AND RESEARCH
I’m more active on Twitter, but this is where I share my thought process, ideas and theories when 280 characters isn’t enough space.
Get email updates sent directly to your inbox whenever there is a new post or I have written something elsewhere. Powered by Revue.
Ideas and research on stocks, how I value them and whatever else I decide to write about.
2022 Portfolio review: A tribute to the Chaos Giraffe
An NHL hard cap has a lot of parallels to portfolio management for the individual investor.
2022 Metals and Mining Year in Review
If you want to skip to the point it’s this: Too many trades for too little return.
December purchases and useful links
Politics will drive returns with these stocks.
Interesting Links from 2022
I get more out of investing interviews where the guest dissects their failures and how they clawed their way back.