Political problems in Thailand have pushed down the market's valuation to 9x earnings and almost a 5% yield. This fund invests in Thailand and trades at a 14.5% discount to NAV when in recent years has traded at a 10-20% premium. Check out this link… More
Reloading after a plus-5. Bumps "accuracy" (gag) and elides the risk of a 0/1 if it turns instead of the worst-case 1/2. Stupid, trinary "accuracy" premium. How it is a useful metric eludes me.On the stock, short CEF fees, short premiums to NAV. Cf… More