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News & Insights #64; !A-MA-ZING!
TRIAL PERIOD NOW AVAILABLE *** Huntington's disease therapy closer than ever *** Jam overrun by HK retail mob *** Closer to FAT(ter) divies from…
Sep 27, 2025
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Odd lots #14; Numbers & Narratives
After the fact, things often look so obvious. Beforehand, often not so much... In this post, I will walk you through the 2025Q1 results of Simply…
Jun 22, 2025
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HK 第42部分; Mental models & 8%+ yield
Mental models & An 8%+ dividend yield Hong Kong stock, named Sun Hung Kai & Co., trading at a fraction of book value
May 31, 2025
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HK 第32部分; One Day Stocks
Some stocks gradually compound away, year after year. Others returns years of performance in a brief period of time... This post is a follow-up on the…
Feb 9, 2025
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HK 第31部分; High dividend yields, pt.1
Unsurprisingly, it remains a challenge to find quality businesses with sound prospects among the many, many high-dividend yield and/or absurd-cheap Hong…
Jan 7, 2025
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Jam invest's anniversary
It has already been more than a year that I released my first substack post. A good moment to look back and hand out some birthday treats!
Dec 1, 2024
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Acomo; A boring hsd % divi yield
This normally boring European healthy foods company seems well on its way to soon provide a growing, high-single-digit dividend yield
Oct 24, 2024
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HK 第28部分; MedTech stocks
On 2024/09/24 and 2024/09/26, I introduced four high-growth Hong Kong stocks. This post is a follow-up on the two MedTech names.
Oct 7, 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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Active Alpha Research
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Alex Feng
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Alvin Chow
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Dabao
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Diego Milano
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The Great Wall Street
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Michael Fritzell
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Emerging Value
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OngWeeHiang
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Oriental Value
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Paulo Santos
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Praya Value
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Pyramids and Pagodas
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Odd Lots #4; Sintana Energy
A Canadian potential multi-bagger, on massive oil discoveries offshore Namibia.
Mar 15, 2024
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HK 第4部分; Yum China is not Yum! Brands
A growing number of people has been salivating over the valuation of Yum China Holdings, lately. I want to set the record straight on two often-made…
Feb 3, 2024
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Hidden gems; Biorem
CleanTech company Biorem won strong order bookings in the past 2 years. Profits should surge, and the P/E should drop to ≤5x when it delivers those…
Jan 22, 2024
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