Saturday, July 4, 2026

Memory of South Korea and Other Stocks

                                    



     

In South Korea over half the bourse is taken up by 2 memory stocks Samsung Electronics and @SK하이닉스 (SK hynix) For that reason alone I will not touch them - too volitile, not for me.
AND closer to home in America ( Scotland is my home town now) - you have your Sandisk, WD and your Micron Technology AND I won't go near them for the same reason.
At any time these companies could be usurped by some new tech.
The ones that follow could be replaced as well.
I prefer to be amongst the picks and shovels - a reference to gold mining in the 19 Century nearly everywhere, including California and New Zealand :
From googles Ai:
The historical parallel between the 1840s California (and NZ's own Gold Rush in the latter part of the same century - my contribution! ) Gold Rush and the modern AI Revolution is one of the most accurate frameworks for understanding where value is captured during a technological boom.
During the mid-1800s, hundreds of thousands of miners rushed to California to find gold. A few struck it rich, but the vast majority left empty-handed. However, the merchants who sold shovels, pickaxes, denim jeans, and wheelbarrows built massive, predictable fortunes.
In the AI era, the same structural dynamic is repeating: companies building the foundational hardware and infrastructure are printing money, while the companies building user-facing apps are taking the massive risks.
I prefer these BUT dont own them exclusively. Anything from NVIDIA to Palantir Technologies they are currently making GOOD profits. The ones that have been really good and asset light and were/are now brushing all that aside are now spending other peoples money and becoming really utilities where they risk that money to chase the ai gold. Your Google s Amazon.co.uk , Meta, Apple will each duke it out for a winning strategy - they can not all be winners, there WILL be some horrible outcomes.
Even though ai is risky it is here, we have to deal with it AND PURSUE it.
I chose not to sink my money into those areas i deem risky, like some of the ones above that I started the story with - because of the sheer magnitude of their ups and downs - on the stockmarket - AND what is perceived as value.
YOU cant go too wrong with Warren Buffetts advice, look for stocks with fundamental qualties, a low PE, low debt, increasing revenues over time - Warrens time and my time might be diff - he would be talking 20 or more years, I would be talking a min of 5 years - it is the ai that has speeded things up in IMHO.
With this in mind you too could be allready primed for the second coming.
The ai gold rush boom of the early part of the 21 century.

*One of these images is AI the other one is real.






c Share Investor 2026

Posted by Share Investor at 4:42 AM 0 comments

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Tuesday, April 21, 2026

Micheal Burry's been right once, with Palantir and others will he be right again?

Michael Burry’s reputation still hangs on a single, legendary bet against subprime mortgages from nearly twenty years ago. It was a brilliant, researched move—but in the years since, he’s developed a habit of predicting crashes that never quite arrive. Now, he’s set his sights on the AI race, claiming Palantir is worth less than $50 and betting that the "hyperscalers" are cooking the books.

Burry’s "Big Short" 2.0 hinges on a technicality: amortisation. He claims tech giants are "cheating" by spreading the cost of AI chips over 5 or 6 years instead of 3, artificially inflating their profits. He’s essentially praying for a market meltdown to prove him right and collect on his puts.
But as Dr. Ankur Crawford pointed out on the Josh Brown podcast  (103.13), Burry’s math misses the reality of the hardware.
Crawford’s rebuttal is simple: A chip doesn’t die just because a newer model comes out. While Burry screams "shenanigans," Crawford notes that many of these chips provide high-level compute for 8 years or more. They might start by training the world's biggest AI models, but they spend the rest of their lives efficiently handling "inference" and cloud tasks.
The Bottom Line: Burry is treating cutting-edge tech like a carton of milk with a short expiry date. Crawford sees it for what it is: a long-term utility. If a crash happens, Palantir might dip below $50 along with everything else—but it won't be because Burry "found the fraud." It’ll just be a market cycle. Between the two, Crawford’s view that "the chips are working just fine" feels a lot more grounded than Burry’s desperate search for another 2008.


c Share Investor 2026


*Using google Gemini 3 to tidy up the sentence structure and spelling.

Posted by Share Investor at 4:07 AM 0 comments

Friday, April 10, 2026

Hallenstein Glasson: My Perennial Favourite




I had to go all the way back to Hallensteins Glassons : A 10 dollar share?, (it's a long time in this blogs readership, does anybody really know what a blog is?) to write an update of sorts now. I will start off with a comment on that blog, written by annonymous:  


Darren, no disrespect to you, but no there is no way can I see Hallesteins Glasson Holdings shares reaching $10 per share within the next 5 years, possibly even longer".


Now, apart from thre fact that it is the only comment there - apart from mine - this blog doesnt get the traffic it once did AND since I moved to facebook. I answered thusly:


Share InvestorDecember 11, 2024 at 10:11 AM

That is ok. It is just my opinion. AND you are entitled to yours. BUT I have followed this company for 25 years and I have a good feeling about this.


And I have bought more shares since then at just under $10 AND just over $9 recently. Well I hate to tell you so annonymous one - your wrong. It breached the $10 mark last year and has an alltime high of over $10.70c.

This goes from strength to strength. Its share price is hard to get a handle on because it's so thinly traded and owned by insiders. One hint of good news (and that is rare for them because its cards are always firmly to the chest) and the share price could continue to climb - its near its all-time high. I have had them for 25 + years and they have been trading on the NZX since the 1940's and been in business for nearly 150 years.

At the moment their share price is at the highest it has ever been. They have no debt (crucial to their plan) they have money in the bank, their quick to change and they operate worldwide.
The company's earnings have seen a notable uptick recently, driven primarily by the Glassons brand's growth in Australia. The Australian market has seen aggressive expansion BUT slowly, driven by new store openings and digital infrastructure. For the half-year ending 1 February 2026, Glassons Australia sales jumped 22.4% to NZ$151.8 million. I remember too when I first wrote about Glassons Australia in March of 2008 I was intially very sceptical AND so were Hallensteins, so they approached Australia with one hand tied behind a Kangaroo's back. Nearly 20 years latter they have finally got it right, in a country with a recession, NZ, and another one with one of its legs tied behind a Joey's back, Australia.
Australia now accounts for the largest portion of the group's revenue, surpassing New Zealand sales.The company recently invested in a larger automated Sydney warehouse to support ongoing growth and e-commerce fulfillment.
A dividend of NZ$0.29 per share was recently announced for April 2026.I have no doubt to recommend them to buy, you should do your own research into HLG before you do, its now around a 6% dividend payment and the fact that they are growing the Glassons share of the business in Australia - this is their woman’s clothing offer.

So I see a valuation $12.50c on this share, so still at around 5% but you can more than often get this little gem for a lot less than its intrinsic value because its so thinly traded. If this bet with Glassons Australia continues I see this getting up past $15 in the near future.

I will hold on to this baby forever!!



*I hold this stock and have held it since 2003-2004.
 I now own 50,000 shares




Posted by Share Investor at 1:16 AM 0 comments

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Wednesday, December 11, 2024

Hallensteins Glassons : A 10 dollar share?

 
Hallensteins Glasson is about to spike, in my opinion or should I say deserves to ascend.

It is a company I know well. A company I have been in and out of as the fortunes of it seem to have always followed the economy. Up and down.

The brilliant thing as of late - the last 10 years and especially the last 2 have been really quite good for this retailer. Increasing profits and sales $34.5 m and $435m respectively.

It has a 10% + increase in sales to date.

It has no debt - that's important because it allows them to be nimble and change fast should they need to. AND they have.

It has expanded into Australia to the point it is now bigger than its home base. Importantly it has kept an eye on the margin and safe to say what has been the harbinger of doom for many Ozzy retailer has not hampered the growth of Glasson's in Australia - most of the growth comes from this area.

It has been around since the late 1870's and is not about to go away.

I have had the current crop of shares since 2015 and they have done me well. At current prices it gives about a 7% return.

This is based on yesterdays share price of $7.49c.

Obviously it is up to you to do some research BUT there's growth to come and I see the share price start to reflect that.

It is thinly traded - meaning there are significant rises and falls of this stock based on a lot of things.

Now go to it!!






Posted by Share Investor at 6:49 AM 2 comments

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