Origo and the value of Tempo Software

Origo is an Icelandic IT company listed on the Nasdaq OMX Iceland stock exchange. The company employs over 500 people, offering IT solutions ranging from hardware, software, consultancy and technical services. In addition to its Icelandic operations, Sweedish-based Applicon AB and Tempo Solutions operate as fully owned subsidiaries. Origo 2017 Financials In 2017, the company … Continue reading Origo and the value of Tempo Software

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The Penman-Nissim model of profitability analysis

  Stephen Penman is a George O. May Professor of Financial Accounting at Columbia Business School. He is the author and co-author of acclaimed financial valuation textbooks, such as Financial Statement Analysis and Security Valuation as well as books aimed at a more general audience, such as Accounting for Growth.  The Penman-Nissim Profitability Framework In 1999, Doron … Continue reading The Penman-Nissim model of profitability analysis

Martin Whitman on Value Investing vs. Fundamental Finance

Martin Whitman was a well-known value investor. He started out in distressed investing and it was relatively late in his career that he founded the Third Avenue value fund. Whitman was a very prolific writer on financial and value investing topic, through letters to unitholders of the Third Avenue funds as well as books that … Continue reading Martin Whitman on Value Investing vs. Fundamental Finance