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.
ABOUT SULTAN
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.
NEWSLETTER
I haven’t sent a newsletter in a long time. But I plan to resume soon with a focus on sharing useful information.
Latest Posts
Ideas and research on stocks, how I value them and whatever else I decide to write about.
I’m the ultimate bagholder on Morien Resources
I thought I was pretty smart to get in at an average price in the mid 30-cent range. And then the mine shut down.
Horizon Kinetics on valuation versus setting price targets
Horizon Kinetics writes a lot of company-specific research reports for institutional investors. Hardly a one has a formal price target.
SIR Royalty trade postmortem
A successful trade that didn’t quite work out as planned.
Conference call notes from natural gas producers
In the past, rising prices have sent natural gas producers into a drilling frenzy.