First Pacific

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 •

News & Insights #57

Updated Hong Kong (sub-)portfolio, including 1 exit *** GiG Software addressing balance sheet concerns *** And more

Aug 3 •

News & Insights #54; Slowly and then Suddenly

Titbits on Open Lending, SUTL Enterprise, etc., and the usual HK ingredients; a monster dividend, absurd-cheap stocks, profit alerts, and more

Jul 11 •

News & Insights #52

The 🎢 rollercoaster ride 🎢 continues in Canadian venture exchange stocks

Jun 8 •

News & Insights #50

Changing my opinion on GiG Software *** A quick look at 10%-yielding Meren Energy (fka Africa Oil) *** Yet another absurd-cheap HK stock *** And more

May 23 •

News & Insights #45

This week was about... rising risks and taking some chips off the table... several 'regulars'; Acomo, Halyk, Sintana Energy, etc... and a new find…

Apr 13 •

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 •

News & Insights #43

Three weeks of insider buying in a European SaaS turnaround *** 10% divi yield E&P *** HK earnings season *** new Dollars trading for Pennies

Mar 22 •

News & Insights #42

A HK (sub-)portfolio swap *** Results season *** Last week's One-Day Stock doubled in 1 day *** Several new HK high-dividend stocks and/or Dollars…

Mar 15 •

News & Insights #40; Platform models

A nascent platform business in the healthcare sector reminds me of extremely valuable companies like Meta (fka Facebook) and Alphabet (fka Google)

Mar 3 •

News & Insights #31

A new Hidden gem *** Investor events and a spin-off for Hong Kong stocks *** and more

Dec 8, 2024 •

Tracking Jam Stocks #4

Tracking Jam Stocks 'recaps' most of the key stocks from this substack.

Nov 22, 2024 •

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