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beltrancaceres

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  • ry.zamora 2013-01-17 10:20
    beltrancaceres : Ry, how's the analysis of LOTO. took a tentative look at it, and it looks very promising. have you initiated a position? Hey Nick. It certainly LOOKS promising, but I swear to you, there's a very big uncertainty looming over LOTO in two months. Basically, it risks losing 40-50% of its revenues PERMANENTLY by March-end this year, because of its finance lease with the government. (It's a lessor.) If the government extends the contract or doesn't exercise its call opt ...

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  • beltrancaceres commented on Thomas Macpherson's article 08-24 01:48
    Nintai Charitable Trust: Portfolio Changes
    This year was truly a year of change at Nintai. Not only have we closed down our management consulting arm and internal fund, but we have created the...
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    beltrancaceres 08-24 02:48
    • Hi Thomas, Factset must be a homerun for you. More importantly, above hints at a disciplined approach to investing, if you can keep all those measures above S&P for every holdings.

      question though -- is 'charitable trust' -- the irrevocable legal entity usually done by philantrophic orgs? If yes, i'm curious about the rationale.
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