First Pacific

More of the same; clinical progress in CLPT ecosystem, strong Kazakh divies, drama at Labat *** A bit of new stuff; US/Kazakh oil transport attacks are…

Aug 2

HK 第52部分; Prop mgmt services + HK portfolio

2.5 years of HK 第部分s investing *** Intro to 2 absurd-cheap, high divi-yield HK 第部分 additions *** Friends & Family substack *** Notable recent…

Jun 18 • Jam_invest

Hong Kong (sub-)portfolio changes *** National Investment Funds *** A c4x P/E Malaysian microcap *** HK earnings

Apr 11 • Jam_invest

HK profit alert and warning season *** A 3x P/E, zero enterprise value stock *** And a bit more

Mar 17 • Jam_invest

News & Insights #68; Dogs of 2025

With the year-end approaching it's usually an interesting time to check for bad-performing stocks. The extra tax-motivated selling pressure near the…

Dec 21, 2025 • Jam_invest

News & Insights #66

Back from down-in-the-HK rabbit hole, let's look at some of the other stuff that's been going on...

Nov 29, 2025 • Jam_invest

News & Insights #65

Tempted by a recent IPO with 10%+ divi yield *** Additions to the HK portfolio *** Updates on several 'regulars' like Acomo, China Tower, and Sintana…

Oct 27, 2025 • Jam_invest

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, 2025 • Jam_invest

News & Insights #59

Kangji Medical low-ball privatization offer *** PW Medtech's Beijing spin-off is back on *** Sylogist warning *** And more

Aug 18, 2025

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, 2025 • Jam_invest

News & Insights #57

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

Aug 3, 2025 • Jam_invest

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, 2025 • Jam_invest

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