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Podcast Topic Ideas


EricSchleien

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Here's a share for you that I have recently bought that I think is very cheap.

 

Daejan Holdings, a UK property company (also diversified to the US) with a long-term track record of growth. Trades at half tangible NAV and is conservatively financed.

 

The owners are pretty crusty and made waves because  there are no women on board and probably none in their mangement either. Colorful history, they changed from an plantation into a real estate investment vehicle with a decent track record. I own a few shares. Probably good podcast material with a bit of digging.

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