Carl Delfeld

Carl is managing partner of the alternative asset advisory boutique Tiger Cub Partners and president of the Pacific Economic Club. He is a Forbes Asia columnist and an advisor to Asia Frontier Capital and Leopard Capital. He began his career with the First Bank Boston’s multinational group in London becoming director of the Seoul and Tokyo group. Next he joined Robert W. Baird & Company as Vice President & Asia Director providing investment advisory services to banks, insurance companies, pension funds, and hedge funds in Tokyo, Hong Kong, New York and Sydney.   After serving as a counselor to the U.S. Treasury, Carl was appointed by Treasury Secretary Nicholas Brady to represent the U.S. on the executive board at the Asian Development Bank in Manila. From this post he sponsored a series of private equity, venture capital, resource & infrastructure funds/projects and led investment missions throughout the region. Carl was next a consultant gathering financial intelligence in the Philippines, Guam and Pakistan. Returning to the U.S., Carl was a co-founder and CFO of Honolulu-based Pacifica Group and served on the U.S. National Committee on Pacific Economic Cooperation. Carl has a BA in economics and oriental studies from the University of Wisconsin and studied at Sophia University in Tokyo, Japan. He received a MALD from The Fletcher School of Law & Diplomacy, Tufts University, in international finance and Asian diplomatic history with study and research at Harvard University’s Center for International Affairs.

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The Value Bounce

Approximately 24 Opportunities per Year: Each year, there are about 24 companies that meet the criteria Carl requires before making a recommendation. Remember, the company has to be selling below break up value. It has to be financially strong. And it needs to profitable...
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Analysis: Ecopetrol S.A. (EC)

Ecopetrol S.A. (EC) from Blackthread Ecopetrol S.A. (EC), a state-controlled integrated oil company, is engaged in the exploration, development, and production of crude oil and natural gas primarily in Colombia, Peru, Brazil, and the United States Gulf Coast. The company operates through three segments: exploration and refining...
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Overstock.com (OSTK)

B.Riley just upgraded the shares of this Internet retailer from “neutral” to “buy”. Combined with the news that the company is offering financing to its customers via a new, private credit card, shares are on the rise. Overstock.com (OSTK) from The Value Bounce Overstock.com (OSTK) is online...
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Luby’s (LUB)

Luby’s (LUB), founded in 1947, is multi-branded restaurant that includes Luby’s Cafeteria, Fuddruckers, Cheeseburger in Paradise, and Luby’s Culinary Contract Services. Its 181 restaurants are grouped into traditional cafeterias (94), gourmet hamburger (66), casual dining /bars (19), one upscale fast-serve chicken restaurant, and seafood...
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Luby’s (LUB)

In addition to our advisor’s recommendation, this restaurant company was just rated “an undervalued turnaround play” by Street Authority. Luby’s (LUB) from The Value Bounce Luby’s (LUB), founded in 1947, is multi-branded restaurant that includes Luby’s Cafeteria, Fuddruckers, Cheeseburger in Paradise, and Luby’s Culinary Contract Services. 181...
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Synutra International (SYUT)

According to Zack’s this dairy-based nutritional company has recently entered oversold territory. Synutra International (SYUT) from The Value Bounce Sharply rising incomes across the emerging world has created surging demand for protein—and this means there is big money in meat and dairy. Demand for butter, whole-milk and...
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Petrobras (PBR)

This international oil producer has been beaten down, but earnings are rising, offering a potential opportunity to buy at a discount. Petrobras (PBR) from The Value Bounce Brazil and Petrobras (PBR) are both deeply out of favor right now. Founded in 1953, this state-owned energy giant trading...
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Royal Gold (RGLD)

Today’s buy idea is an out-of-favor value play from one of our newest contributors, Carl Delfeld. Royal Gold (RGLD) from The Value Bounce A number of events have brought gold stocks, and RGLD with them, down sharply, as its share price is down 38.8% so far 2013...
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