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HK 第49部分; Luks Group (Vietnam Holdings)
BUYBACKS... That word alone is often enough for many investors to start salivating. This company is doing a bit of that, while trading at a 20%+ 4-year…
Nov 25
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HK 第48a部分; One-Day Stocks #7
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
Nov 14
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HK 第48部分; One-Day Stocks #7 (f🔐)
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
Nov 10
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HK 第47部分; Dollars trading for Pennies
An absurd-cheap Hong Kong stock with Financial Assets Value worth in excess of 3x the entire market cap *** And some other Turning-over-the-Rocks…
Nov 2
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October 2025
News & Insights #65
Tempted by a recent IPO with 10%+ divi yield *** Additions to the HK portfolio *** Updates on several 'regulars' like Acomo, China Tower, and Sintana…
Oct 27
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HK 第46部分; Readers' requests
Readers' requests: Broker Availability Lists + Green Tea Group *** A new starter position >> Natural Food International 2.0? *** And more
Oct 11
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Portfolio update #21 (f🔐)
Glass half FULL vs Glass half empty + ClearPoint Neuro *** Portfolio changes *** Soft launch Malaysia (sub-)portfolio
Oct 4
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September 2025
News & Insights #64; !A-MA-ZING!
TRIAL PERIOD NOW AVAILABLE *** Huntington's disease therapy closer than ever *** Jam overrun by HK retail mob *** Closer to FAT(ter) divies from…
Sep 27
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HK 第45部分; HK +80%... What next?!?
Hong Kong stocks are up about 80% from the bottom two years ago. Luckily, there are still loads of (absurd-)cheap HK 第部分. Let's go through the main…
Sep 25
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News & Insights #63
Another step closer to curing Parkinson's *** Fintwit goes Kurdistan *** Spiffi-ness in Hong Kong *** And some other titbits
Sep 23
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HK 第44部分; B-sides
This post is just me cleaning house, and releasing another bunch of older rough Turning over the Rocks notes on the B-side. Hopefully, entertaining for…
Sep 22
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Tracking Jam Stocks #5
Random thoughts on portfolio positioning and on some U.S. Jam stocks.
Sep 20
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