Archive - Jam_invest

May 2025

HK 第42部分; Mental models & 8%+ yield

Mental models & An 8%+ dividend yield Hong Kong stock, named Sun Hung Kai & Co., trading at a fraction of book value

May 31 •

News & Insights #50

Changing my opinion on GiG Software *** A quick look at 10%-yielding Meren Energy (fka Africa Oil) *** Yet another absurd-cheap HK stock *** And more

May 23 •

News & Insights #49

This post is mostly about lots of Q1 results for Hidden Jams

May 18 •

News & Insights #48

🎢🎢🎢 with Simply Solventless and Open Lending *** Value unlocks in absurd-cheap HK stocks *** And more

May 8 •

April 2025

News & Insights #47

Mexan did another massive One-Day Stock return *** First US tariff impacts + some other titbits

Apr 29 •

News & Insights #46

Upbeat developments from several Hidden gems, whereas Biorem had some (one-off) negatives in 2024Q4

Apr 18 •

Odd lots #13; Open Lending, part IV

Cyclical, self-inflicted and trade war headwinds led to a complete share price disaster. Palogic Value Management now calls for a sale of the company.

Apr 15 •

Stock/Company list

Alphabetical lists of many of the stocks and other useful things posted on jaminvest. Just click on the tags (🏷️) and (underscored) dates to go to the…

Apr 14 •

News & Insights #45

This week was about... rising risks and taking some chips off the table... several 'regulars'; Acomo, Halyk, Sintana Energy, etc... and a new find…

Apr 13 •

HK 第41部分; Changjiu Holdings

Changjiu screens attractive for its strong economic model and 10%+ dividend yield, but there are some caveats. In this post I share my thoughts & notes.

Apr 10 •

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