Paul Graham has said “If you're thinking without writing, you only think you're thinking.” I find this more and more true the older I get. I often think I have a nice fully formed logically congruent idea in my head, and then I write it down and find lot’s of things wrong with it. So from now on I will be writing short write-ups on all the stocks in my watch list that look at least somewhat attractive. First 5 are in this article.
Two software stocks with interesting catalysts, a cheap cosmetics company, Millicom and what could cause a rerating in Evolution.