First Pacific

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)

13 hrs ago •

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 •

News & Insights #27

Chip company ponzi-schemes? *** 16% dividend yield stock *** Biorem delivers once again *** First commercial Casgevy infusion *** and more

Nov 10, 2024 •

News & Insights #26

Profit warnings in the online gambling industry *** Georgian elections *** Kaspi call *** U.S. consumers saved from a Tapestry-Capri tie-up? *** and…

Oct 28, 2024 •

News & Insights #25

Lots of developments >> a profit warning, insider purchases, spin-offs, a failing / delayed capital raise, results, an acquisition by Kaspi, and more

Oct 20, 2024 •

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 #22

Catalysts for several Jam stocks *** Preview of what’s coming soon *** And more…

Sep 13, 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 •

News & Insights #20

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

Aug 24, 2024 •

News & Insights #19

David and Goliath *** Net profit > Enterprise value >> Yes, that's possible *** Canada keeps on delivering top stock performers *** and more

Aug 16, 2024 •

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