Recent Investment Positions

In last week, I took active position in two securities.

1. Cheviot Company Ltd.
2. Mid Day Multimedia Ltd.

One is a deep value play and another is an unfolding growth story.

Me and Sandy have spoken about Cheviot earlier too. This is the link to the previous post. Nothing has changed since then. Mr. Market is still pricing Cheviot for bankruptcy. Cheviot still holds all those assets that make it a value play. I am still trying to figure out what can be the trigger.

Mid Day is another company that has been on our radar for a long time. Here is our earlier post on the same. It just happened that Mr. Market has been really kind and is pricing the company at really attractive valuations. When we started tracking Mid Day almost an year back, its price is what it is trading at right now.

Any thoughts from any readers on either company?