Natural Food International

Portfolio update #18

Managing Risks vs Rewards in an escalating trade war

Apr 9 •

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 •

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 •

News & Insights #31

A new Hidden gem *** Investor events and a spin-off for Hong Kong stocks *** and more

Dec 8, 2024 •

Portfolio update #10 (f🔐)

Excel templates and portfolio updates

Oct 20, 2024 •

News & Insights #21

This earnings season is still a brilliant one for expanding my watchlist with more absurd-cheap cheap stocks and several promising high-growth stocks…

Aug 29, 2024 •

HK 第20部分; Dollars trading for Pennies

Some early thoughts on 2024H1 earnings **** a folllow-up on Benjamin #2 *** updated valuation tables

Jul 3, 2024 •

Tracking Jam Stocks #2

Biorem, Natural Food, and Sintana validated my investment thesis, on short notice. Let's have a closer look at how the main stocks from this substack…

Apr 22, 2024 •

Portfolio update #2 (f🔐)

One new stock entered the portfolio, and I topped-up two others.

Mar 27, 2024 •

News & Insights #5

News & insights, links and more; a new substack on Chinese stocks *** a pricing announcement (new subscribers only) *** results reviews

Mar 17, 2024 •

HK 第10部分; Benjamin #2 & Mickey Mouse

This is already part 10 of the HK stocks series!! It reveals the identity of mystery stock "Benjamin #2", and provides notes on some Mickey Mouse…

Mar 12, 2024 •

HK 第9部分; Positive profit alert

The eagle has landed. One part of the thesis on Benjamin #2 just materialized; a positive profit alert.

Mar 8, 2024 •

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