Jam_invest

Jam_invest

Share this post

Jam_invest
Jam_invest
HK 第36部分; One-Day Stocks #5
HK 第部分

HK 第36部分; One-Day Stocks #5

Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time. A closer look at a tiny 1x P/E stock with a catalyst to re-rate soooon.

Jam_invest's avatar
Jam_invest
Mar 09, 2025
∙ Paid
3

Share this post

Jam_invest
Jam_invest
HK 第36部分; One-Day Stocks #5
6
2
Share

In News & Insights #41, I briefly discussed a tiny market cap co, trading at 1x P/E and a EV/FCF likely < 1x. I think this stock has an excellent set-up to become a One-Day Stock, sooon.

News & Insights #41

News & Insights #41

Jam_invest
·
Mar 7
Read full story

While the limited broker availability and tiny float of the stock mean that this stock is probably off-limits to most investors, including myself, I just could not help myself having a bit of a closer look… if only to understand how this opportunity can exist in the first place. From that closer look, I am actually positively surprised by the business quality… especially due to the marked business shift that was initiated in response of the advent of the US-Sino trade war in 2018.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jam_invest
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share