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News & Insights #40; Platform models
A nascent platform business in the healthcare sector reminds me of extremely valuable companies like Meta (fka Facebook) and Alphabet (fka Google)
16 hrs ago
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News & Insights #40; Platform models
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February 2025
News & Insights #39
Checking up on... China Tower's dividend... Gentoo Media's organic growth... and the Offshore drillers... amongst others
Feb 22
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News & Insights #39
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Portfolio update #15 (f🔐)
Updated portfolio tables + one portfolio exit
Feb 21
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Portfolio update #15 (f🔐)
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HK 第35部分; One-Day Stocks #4
A recap of the Hong Kong stocks journey thusfar... an overview of One-Day Stocks... some new names... and a HK stock exit
Feb 17
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HK 第35部分; One-Day Stocks #4
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News & Insights #38
Update on Research Solutions *** Update on Kazakhstan *** New Hong Kong bull market? *** Updated Hong Kong (sub-)portfolio *** And more
Feb 14
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News & Insights #38
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HK 第32部分; One Day Stocks
Some stocks gradually compound away, year after year. Others returns years of performance in a brief period of time... This post is a follow-up on the…
Feb 9
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HK 第32部分; One Day Stocks
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News & Insights #37
150% dividend yield anyone? No, This is NO TYPO; 150% dividend yield!! I bet this particular stock will see heavy trading action next week. When there's…
Feb 8
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News & Insights #37
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Too many bananas
Do you ever feel overwhelmed by the sheer number of opportunities in the market? With the sheer number of appetizing opportunities out there at the…
Feb 8
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Too many bananas
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News & Insights #36
A Swedish stock with 66-108% upside potential *** Updates on Simply Solventless, Sintana, and Tianjin Development *** More absurd-cheap Hong Kong stocks
Feb 1
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News & Insights #36
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January 2025
News & Insights #35; More temptations
Stellar financial plan (+upside potential) for an American compounder *** Interesting HK situations >> several ultra-low (1-2x) P/E, EV/E, or EV/FCF…
Jan 25
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News & Insights #35; More temptations
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Portfolio update #14 (f🔐); MAGA
Updated thoughts on some North American long-tails positions, and an updated financial model on Sylogist
Jan 24
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Portfolio update #14 (f🔐); MAGA
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News & Insights #34
Kapana-1X well disappoints for Sintana Energy *** 20%+ divi yields in offshore industry *** First Positive Profit Alert this year *** and more
Jan 17
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News & Insights #34
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