My new article on Seeking Alpha - Senvest Capital

It just came out, enjoy reading it :

Senvest Capital - The Time To Buy Is Now

Socket Mobile ($SCKT) - New article and management interview

An article was released today by Nicholas Bodnar on $SCKT, with a management interview. Well worth a read:
http://seekingalpha.com/article/3961340-socket-mobile-growth-stock-priced-value-play-plus-management-interview

Socket Mobile ($SCKT): Strong 2016 Performer And Still Has Room To Run

Socket Mobile has had an amazing run after announcing their December 31 quarterly results. Here is a copy of the transcript of the conference call:

Socket Mobiles (SCKT) CEO Kevin Mills on Q3 2015 Results 

The stocks is up 33% YTD, as shown in this chart:

I believe it is still the early days for the company, and its competitive position in this growing market with huge potential, makes the stock still cheap at this level (around 11 P/E) despite the recent run.

Here are copies of good articles that give a good picture on the bull case:

Socket Mobile Is A Prime Beneficiary Of The Explosive Growth In The Mobile Point Of Sale Market 

Play Socket Mobile For The Rise In MPOS And The Near Term Catalyst Of Continual Growing Profitability

Berkshire Hathaway's 2015 letter to shareholders

A few weeks ago, Buffett released his 2015 letter to shareholders, which is always a joy to read, as it is filled with business acumen, jokes, memorable quotes and stories, most of them around how he goes around his business. This is a must read for all investors and businessmen.

Enjoy this nice weekend read, here it is:
http://dbr.ee/Ap9h

This article is a good complement to the letter:
http://seekingalpha.com/article/3947606-5-lessons-2015-berkshire-letter

Fairfax article on Seeking Alpha

There is an interesting article on Fairfax ($FFH.TO) explaining how M. Watsa is well positioned in case of a market tumble. We know he made a killing in 2007 to 2009 with his hedges and CPI bets, and he is doing the same now. Here is the article:
http://seekingalpha.com/article/3959332-fairfax-prem-watsa-prepared-next-event

Recommended reads - Berkshire Letters and Buffet Partnership Letters

I updated the Recommended page where you will find all the Buffet Partnership letters from 1959 to 1969 and the  Berkshire Hathaway letters from 1971 to 2008. A must read for anyone interested in investing or in business in general. They are full of incredible insight by the legendary investor himself. Enjoy!

Immersion ($IMMR) investor presentation - January 2016

Here is a link to the latest investor presentation of $IMMR a company on my radar:
http://dbr.ee/niIk


I believe the stock is trading at a huge discount and has many short term catalysts working for it, which include a renewal of their licence with Samsung, and any positive news regarding their lawsuit against Apple for IP infringement.