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News & Insights #61
Earnings on lots of recurring Jam stocks. Amongst others another re-set at Gentoo Media and a curve-ball at Natural Food International.
Aug 28
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News & Insights #58
Green shots at Open Lending *** Lots of 2025Q2 earnings news *** New catalysts approaching for Sintana Energy *** Gentoo Media at 20%+ FCF-yield?
Aug 11
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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
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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
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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
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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
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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
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1
HK 第23部分; Bingo cards
Aug 18, 2024
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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
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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
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HK 第15部分; The Experts
For HK 第15部分, 15 experts provide their insights on investing in China/HK
May 22, 2024
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Jam_invest
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Active Alpha Research
,
Alex Feng
,
Alvin Chow
,
Dabao
,
Diego Milano
,
The Great Wall Street
,
Michael Fritzell
,
Emerging Value
,
OngWeeHiang
,
Oriental Value
,
Paulo Santos
,
Praya Value
, and
Pyramids and Pagodas
31
3
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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
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