Index (f🔐)
Your guide in navigating jaminvest.substack.com to find the best stock analyses, and other noteworthy posts.
Personal favorites
$BRM.v - Biorem
$2360.hk - Best Mart 360
$1405.hk - DPC Dash (Domino’s franchisee)
$1837.hk - Natural Food International
$0239.hk - Pak Fah Yeow International (Hoe Hin White Flower)
$SEI.v - Sintana Energy
Tracking Jam Stocks
2024/04/22 Thesis updates on the main stocks from this substack
2024/08/04 Stock/Company list
Hidden gems
Characteristics of a Hidden Jam
$BRM.v - Biorem
#2 CEO interview takeaways
#3 Update 2023Q4 results
$GIG.ol - Gaming Innovation Group
2024/04/29 - Full analysis by Alex Feng
HSBK.L - Halyk Bank
$SYZ.to - Sylogist
$TR1.mc - Tier 1 Technology
HK 第部分
$0922.hk - Anxian Yuan - Death care industry
2024/04/04 Articles on AI and AR to ‘revive’ loved ones
2024/05/02; Left on AI restoration technology and Augmented Reality (AR)
$2360.hk - Best Mart 360
#2 Full analysis; “Benjamin #1”
#3 Strategic re-focus back on HK, away from Mainland China
$0788.hk - China Tower
$1405.hk - DPC Dash (Domino’s franchisee)
$0142.hk - First Pacific
$2107.hk - First Service; 2024/02/22, 2024/03/27, 2024/07/30
$1448.hk - Fou Shou Yuan - Death care industry
2024/01/26 - Kevin’s write-up
2024/05/22 - Investing in China’s write-up
$1837.hk - Natural Food International
#2 Full analysis; “Benjamin #2”
#3 Catalyst #1; Positive profit alert
#4 Benjamin #2; Revealing the identity of mystery stock “Benjamin #2” for the first-time for free subscribers
#5 Catalyst #2; dividend declaration implies 7% yield
#6 IR contact and updated thoughts
$0239.hk - Pak Fah Yeow International (Hoe Hin White Flower)
$1023.hk - Sitoy Group
$0882.hk - Tianjin Development
#1 Introduction and links to write-ups from Diego Milano / Quercus Fund
#3 Valuation assessment
Odd lots
$DDRIL.ol - Dolphin Drilling
$SEI.v - Sintana Energy
#2 Update and Namibia oil valuation model
Introduction to Nambia by Another oil and gas tourist and Name
Financial models
The financial models require a) Iterations to be turned on, and b) English-style settings » File > Options > Advanced > ((un)check) Apply system separators. Read the User manual post or the 3 footnote for instructions.
Complete User manual + Yum China model available in this » post