Sylogist

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 •

Portfolio update #14 (f🔐); MAGA

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

Jan 24 •

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 •

Tracking Jam Stocks #4

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

Nov 22, 2024 •

News & Insights #27

Chip company ponzi-schemes? *** 16% dividend yield stock *** Biorem delivers once again *** First commercial Casgevy infusion *** and more

Nov 10, 2024 •

News & Insights #18

Lots of news and reports this week, mostly supportive

Aug 11, 2024 •

North American SaaS model (f🔐)

This niche software company claims to be on the verge of accelerating SaaS revenue growth, and is improving disclosures to track the progress. Time for…

Jun 19, 2024 •

News & Insights #12

Follow-up on "2x FAV/P" and "0.6x FAV/P" *** Déja vu Emily in Paris *** North American Hidden gems *** Sintana *** More coverage for Best Mart 360 and…

Jun 14, 2024 •

Portfolio update #5 (f🔐); 5% divi portfolio

Update on the overall 5%-yielding portfolio, and the 7%-yielding HK sub-portfolio +++ Jam's investment goals & philosophy

May 31, 2024 •

Hidden gems #6; Sylogist

A rare hidden gem on the usually horrific Canadian corporate filings service, Sedar

May 15, 2024 •

News & Insights #8

My response to Tristan Waine on Sylogist *** updates on Gaming Innovation Group, and HK stocks *** and more

May 10, 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 •

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