Jam_invest

Jam_invest

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Portfolio update #10 (f🔐)

Excel templates and portfolio updates

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Jam_invest
Oct 20, 2024
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Excel templates

Before showing some portfolio updates, I like to start this post by introducing a few excel sheet templates that I use to keep tabs on…

  • The valuation of the Kazakh companies; Halyk Bank and Kaspi,

  • GiG Software’s management guidance,

  • A Sum-of-the-Parts of Tianjin Development, and

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