Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.

Consider myself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique my interest. 

My style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.

Insight Provider

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

<ul><li><a href="https://www.smartkarma.com/entities/9561" target="_blank" data-smartkarma-citation="entities:9561:1">Bristow Group Inc (BRS US)</a> is nr. 1 global player in industrial aviation services</li><li>Listed since 1978 it has long operating history</li><li>Bristow mainly exposed to offshore oil &amp; gas which is in the doldrums</li><li>Share price peaked at 80 USD/share in June 2014</li><li>Stock declined by nearly 50% in last week after dreadful 2017 earnings</li><li>Today trading below 8 USD/share, lowest level since 1990</li><li>Fair Market Value of helicopters is over 42 USD/share according to industry blue blook</li></ul>

Bristow Group Inc (BRS US) is nr. 1 global player in industrial aviation servicesListed since 1978 it has long operating historyBristow mainly exposed to offshore oil &amp; gas which is in the doldrumsShare price peaked at 80 USD/share in June 2014Stock declined by nearly 50% in last week after dreadful 2017 earningsToday trading below 8 USD/share, lowest level since 1990Fair Market Value of helicopters is over 42 USD/share according to industry blue blook

Bristow (BRS US): #1 Global Player in Industrial Aviation Services at 0.21x Book; Lowest Since 1990