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N&I #82; A new biotech cycle is born
A new Biotech cycle is born *** ClearPoint's path to USD 30-100 and more **** Labat Africa with a maiden 50-100% dividend *** Oil & HK stocks in the…
Jun 26
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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
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News & Insights #62
This is a HK 第部分 exclusive; a shocker in the Funeral industry, background on Natural Food International + a solid update from PW Medtech. Next Jam post…
Sep 6, 2025
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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
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News & Insights #51
Dreaming of South Africa, a tropical island in the Indian Ocean... and of sending Brent Ashton to Rotterdam for a holiday
Jun 2, 2025
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HK 第39部分; CY2024 earnings season
2025/03/31 marked the end of CY2024 earnings season. This edition mostly runs through notable filings I looked into.
Apr 5, 2025
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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, 2025
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HK 第37部分; Shake it up
HK portfolio shake-up, with 4 exits and 2 new entries *** New holding introduction, with c9% dividend yield *** Preview on a stock analysis on potential…
Mar 19, 2025
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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, 2025
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News & Insights #35; More temptations
Stellar financial plan (+upside potential) for an American compounder *** Interesting HK situations >> several ultra-low (1-2x) P/E, EV/E, or EV/FCF…
Jan 25, 2025
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HK 第30部分; 翻开岩石
A 15% divi yielder, a HK$ trading for 10 cents (0.10 P/FAV), notable news on several Hong Kong favorites. Those are the key ingredients of this edition…
Nov 27, 2024
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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
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