Halyk Bank

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 #49

This post is mostly about lots of Q1 results for Hidden Jams

May 18 •

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 #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 #38

Update on Research Solutions *** Update on Kazakhstan *** New Hong Kong bull market? *** Updated Hong Kong (sub-)portfolio *** And more

Feb 14 •

News & Insights #37

150% dividend yield anyone? No, This is NO TYPO; 150% dividend yield!! I bet this particular stock will see heavy trading action next week. When there's…

Feb 8 •

Financial models/templates 2024

Alphabetical list of Financial models/templates by company

Jan 5 •

Jam made his shopping list of stocks to steal for Xmas; cheap SaaS, double digit % dividend yields, stocks covered (multiples times) by financial assets…

Dec 20, 2024 •

News & Insights #30

This week's highlights were EM currency movements and Simply Solventless Concentrates' guidance release. I also turned over some more HK rocks.

Nov 29, 2024 •

News & Insights #29

It was a rocky week for two Jam stocks, while another one reported solid earnings pays a 15% divi yield and remains mostly discarded

Nov 24, 2024 •

Tracking Jam Stocks #4

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

Nov 22, 2024 •

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