long tails

News & Insights #41

M&A confirms the absurd-cheap valuations of Hong Kong stocks *** Update on boring European hsd % divi yield stock *** Tiny 1x P/E HK stock poised to fly…

Mar 7 •

Portfolio update #14 (f🔐); MAGA

Updated thoughts on some North American long-tails positions, and an updated financial model on Sylogist

Jan 24 •

Portfolio update #13 (f🔐) 10%+ divi stocks

This Portfolio post talks about dividend income investing, and introduces two double-digit (10%+) dividend yield stocks

Jan 8 •

Portfolio update #11 (f🔐)

Swapping long tails

Nov 16, 2024 •

Portfolio update #3; Long tails

Putting small portfolio weights in (less)/(un)proven names with huge optionality / runways for value creation. This week I added another such stock.

Apr 21, 2024 •

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