Taking a break from looking at the large, 'world dominator' blue chip companies, and looking at locally listed small-caps instead. With these, I would only buy a small amount due to liquidity and the risk that I-am-wrong. Small caps rise a lot more, typically 2 to 5X from bear to bull, rather than the 1 to 2X of the larger companies.
Two companies I am interested in are covered by someone else. Links here for future reference.
Silverlake Axis: initial look, later reports.
I'll get back to them when there is a bear market.
10 Sunday Reads
3 hours ago