{"id":76,"date":"2026-05-13T19:02:26","date_gmt":"2026-05-13T19:02:26","guid":{"rendered":"https:\/\/leviticuspartners.com\/?p=76"},"modified":"2026-05-13T20:12:14","modified_gmt":"2026-05-13T20:12:14","slug":"the-dinosaur-issue-12","status":"publish","type":"post","link":"https:\/\/leviticuspartners.com\/?p=76","title":{"rendered":"The Dinosaur – Issue 12"},"content":{"rendered":"\n

\ud83e\udd95 The Dinosaur<\/strong><\/h1>\n\n\n\n

Issue 12<\/p>\n\n\n\n

Old-Fashioned Stock-Picking for Modern Markets<\/p>\n\n\n\n

May 13, 2026<\/p>\n\n\n\n

From the Editor<\/strong><\/h2>\n\n\n\n

PLEASE NOTE: <\/p>\n\n\n\n

    \n
  1. Any discussions or information shared in this conversation about stocks or potential trades are for informational purposes only and should not be construed as investment advice.<\/em><\/strong><\/li>\n\n\n\n
  2. Before making investment decisions, individuals are responsible for their own research and consulting with a qualified financial advisor.<\/em><\/strong><\/li>\n\n\n\n
  3. We, or our affiliates, may have positions in the stocks mentioned, potentially influencing our opinion.<\/em><\/strong><\/li>\n\n\n\n
  4. You should not buy equities unless you are prepared to sustain a total loss of the money you have invested plus any commission or other transaction charges.<\/em><\/strong><\/li>\n<\/ol>\n\n\n\n

    Every day, I get the same phone calls. Friends’ sons and sons’ friends call me up asking if they should launch a hedge fund. Just because they made 30% on TEVA Pharmaceuticals or Micron Technologies. I just can’t be sure if this signifies the end nearing or a new beginning, but personally I\u2019m leaning toward the former.<\/p>\n\n\n\n

    Meanwhile, my own eldest son, who happens to be about to finish law school, has been throwing 3-4 stocks at me every other day for the past several months. I initially pooh-poohed most of the picks as “flavor of the day” stuff. I pushed him to deep-value investing and he shifted his approach, began doing deep real research dives, and the results have been spectacular.<\/p>\n\n\n\n

    His picks included the now famous Sivers Semiconductors (Sweden) before it went up 10x, LPKF Laser & Electronics (Germany) before it went up 4x, Penguin Solutions (PENG-U.S.) at $18 before it went up 2.5x, ams-OSRAM (Switzerland) before it went up 2x, and a handful of highly-pedigreed dividend payers from Japan (mostly) that are all important suppliers of critical materials to chemical, construction, and semiconductor industries worldwide. In no particular order: AGC Inc. (Japan), Kontron (Austria\/Germany), Tosoh (Japan),  Hamamatsu Photonics (Japan), and Tokuyama (Japan). Do a little homework and compare their valuations to the high-flying tech stocks dominating the headlines today.<\/p>\n\n\n\n

    In Closing<\/strong><\/h2>\n\n\n\n

    *The Dinosaur* doesn\u2019t roar, it rumbles quietly, patiently, confidently. When the tide turns\u2014as it always does\u2014those who held to discipline, valuation, and patience will be well rewarded.<\/p>\n\n\n\n

    Until next time,<\/p>\n\n\n\n

    \u2014The Editor<\/p>\n","protected":false},"excerpt":{"rendered":"

    \ud83e\udd95 The Dinosaur Issue 12 Old-Fashioned Stock-Picking for Modern Markets May 13, 2026 From the Editor PLEASE NOTE:  Every day, I get the same phone calls. Friends’ sons and sons’…<\/p>\n","protected":false},"author":1,"featured_media":77,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-76","post","type-post","status-publish","format-standard","has-post-thumbnail","category-uncategorized"],"featured_image_src":"https:\/\/leviticuspartners.com\/wp-content\/uploads\/2026\/05\/Screenshot-2026-05-13-150135-600x400.png","featured_image_src_square":"https:\/\/leviticuspartners.com\/wp-content\/uploads\/2026\/05\/Screenshot-2026-05-13-150135-600x600.png","author_info":{"display_name":"levit","author_link":"https:\/\/leviticuspartners.com\/?author=1"},"_links":{"self":[{"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/posts\/76","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=76"}],"version-history":[{"count":0,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/posts\/76\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=\/wp\/v2\/media\/77"}],"wp:attachment":[{"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=76"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=76"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/leviticuspartners.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=76"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}