Best Mart 360

News & Insights #51

Dreaming of South Africa, a tropical island in the Indian Ocean... and of sending Brent Ashton to Rotterdam for a holiday

Jun 2 •

News & Insights #44

16% dividend yield in Europe, 1 year out *** One HK 第部分 position exit *** Lots of HK earnings news

Mar 28 •

HK 第37部分; Shake it up

HK portfolio shake-up, with 4 exits and 2 new entries *** New holding introduction, with c9% dividend yield *** Preview on a stock analysis on potential…

Mar 19 •

News & Insights #24

China from "Un-investable" to "Buy EVERYTHING" *** Four portfolio additions *** A roll-up story for 6x earnings *** Kazakhstan fights back against…

Sep 27, 2024 •

News & Insights #21

This earnings season is still a brilliant one for expanding my watchlist with more absurd-cheap cheap stocks and several promising high-growth stocks…

Aug 29, 2024 •

HK 第23部分; Bingo cards

As a stock investor you really do experience everything.

Aug 18, 2024 •

HK 第20部分; Dollars trading for Pennies

Some early thoughts on 2024H1 earnings **** a folllow-up on Benjamin #2 *** updated valuation tables

Jul 3, 2024 •

News & Insights #12

Follow-up on "2x FAV/P" and "0.6x FAV/P" *** Déja vu Emily in Paris *** North American Hidden gems *** Sintana *** More coverage for Best Mart 360 and…

Jun 14, 2024 •

News & Insights #9

Upcoming experts post *** Petrobras CEOs vs a lettuce *** another oil find for Sintana *** Am I wrong on $DDRIL.ol? *** and more

May 17, 2024 •

News & Insights #7

Petrobras' (special) dividend soap *** Tianjin Development *** Sintana Energy *** and more

Apr 27, 2024 •

Tracking Jam Stocks

Let's see whether the main stocks from this substack are still on track. A little hint; Natural Food International definitely exceeds my expectations!!

Mar 25, 2024 •

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