HK portfolio

Dragons and Snakes

The year of the Dragon lived up to the prediction of 'good financial luck'. The portfolio delivered strong results, led by triple digit performance from…

Jan 1 •

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 •

HK 第23部分; Bingo cards

As a stock investor you really do experience everything.

Aug 18, 2024 •

News & Insights #17

Stampedes *** early days for a promising razor - razorblade business *** HK staples de-rating *** and more

Aug 4, 2024 •

HK 第5部分; 7%+ dividend yield portfolio

On January 12th, 2024, I started writing about absurdly cheap Hong Kong stocks. Today, I reveal my initial HK portfolio, generating a 7%+ dividend…

Feb 8, 2024 •

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