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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)
20 hrs ago
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News & Insights #40; Platform models
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News & Insights #39
Checking up on... China Tower's dividend... Gentoo Media's organic growth... and the Offshore drillers... amongst others
Feb 22
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News & Insights #39
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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
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News & Insights #37
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News & Insights #36
A Swedish stock with 66-108% upside potential *** Updates on Simply Solventless, Sintana, and Tianjin Development *** More absurd-cheap Hong Kong stocks
Feb 1
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News & Insights #36
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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
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News & Insights #35; More temptations
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News & Insights #34
Kapana-1X well disappoints for Sintana Energy *** 20%+ divi yields in offshore industry *** First Positive Profit Alert this year *** and more
Jan 17
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News & Insights #34
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Odd lots #9; Sintana Energy
A check-up on oil exploration Offshore Namibia >> Offshore Namibia looks destined to become the new major oil province. Sintana Energy $SEI.v looks like…
Jan 11
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Odd lots #9; Sintana Energy
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Offshore Namibia PEL maps
Nothing to see here but maps of Petroleum Exploration Licenses
Jan 10
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Offshore Namibia PEL maps
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Financial models/templates 2024
Alphabetical list of Financial models/templates by company
Jan 5
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Financial models/templates 2024
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News & Insights #33
Video tutorials and more Excel sheets *** Upcoming double digit % dividend stocks *** Another Dollar trading for Pennies *** And more
Jan 5
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News & Insights #33
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News & Insights #31
A new Hidden gem *** Investor events and a spin-off for Hong Kong stocks *** and more
Dec 8, 2024
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News & Insights #31
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Tracking Jam Stocks #4
Tracking Jam Stocks 'recaps' most of the key stocks from this substack.
Nov 22, 2024
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Tracking Jam Stocks #4
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