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.
I haven’t sent a newsletter in a long time. But I plan to resume soon with a focus on sharing useful information.
Ideas and research on stocks, how I value them and whatever else I decide to write about.
There are benefits to having a CEO who must see a lot of deals, but there are also legitimate questions to be asked.
Ending up with a less than half of the combined company is a lot of dilution for a cash pile of unknown size and an NYSE listing.
The effort, capital and innovative thinking required to capture more of a shrinking pie isn’t worth the effort for BCE or Rogers.
A short post on small position that illustrates asymmetrical outcomes.