Best Mart 360

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 •

HK 第6部分; It's all about the Benjamins

On February 8th, 2024, I introduced my HK portfolio, yielding 7%+. Today, I elaborate on the first of two Benjamins in that sub-portfolio, and I…

Feb 22, 2024 •

HK 第5部分; 7%+ dividend yield portfolio

On January 12th, 2024, I started writing about absurdly cheap Hong Kong stocks. Today, I reveal my initial HK portfolio, generating a 7%+ dividend…

Feb 8, 2024 •

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