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
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; 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 - ’s write-up
2024/05/22 - ’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 / Quercus Fund
Elevators industry (China), by
#3 Valuation assessment
Odd lots
$DDRIL.ol - Dolphin Drilling
$SEI.v - Sintana Energy
#2 Update and Namibia oil valuation model
Introduction to Nambia by and
Sintana Energy by and
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