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N&I #77
Hong Kong (sub-)portfolio changes *** National Investment Funds *** A c4x P/E Malaysian microcap *** HK earnings
Apr 11
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N&I #75
HK profit alert and warning season *** A 3x P/E, zero enterprise value stock *** And a bit more
Mar 17
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News & Insights #71; Floebertus' stocks
Absurd-cheap stocks with Positive share price momentum *** Positive profit alert season in Hong Kong *** Regulatory setback for ClearPoint Neuro *** And…
Feb 7
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News & Insights #64; !A-MA-ZING!
TRIAL PERIOD NOW AVAILABLE *** Huntington's disease therapy closer than ever *** Jam overrun by HK retail mob *** Closer to FAT(ter) divies from…
Sep 27, 2025
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News & Insights #61
Earnings on lots of recurring Jam stocks. Amongst others another re-set at Gentoo Media and a curve-ball at Natural Food International.
Aug 28, 2025
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News & Insights #60
Earnings season is in full swing. This week there were updates from several Jam 'regulars' such as Halyk Bank, Sun Hung Kai & Co., and Zylox-Tonbridge
Aug 24, 2025
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News & Insights #56
Halyk makes a move to scale up in Uzbekistan *** Acomo thesis played out *** Extreme price competition has run out of favor in China *** And more
Jul 27, 2025
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Jam_invest
News & Insights #55
Please find the disclaimer for all Jam_invest content, here.
Jul 20, 2025
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News & Insights #54; Slowly and then Suddenly
Titbits on Open Lending, SUTL Enterprise, etc., and the usual HK ingredients; a monster dividend, absurd-cheap stocks, profit alerts, and more
Jul 11, 2025
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News & Insights #47
Mexan did another massive One-Day Stock return *** First US tariff impacts + some other titbits
Apr 29, 2025
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Portfolio update #18
Managing Risks vs Rewards in an escalating trade war
Apr 9, 2025
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News & Insights #44
16% dividend yield in Europe, 1 year out *** One HK 第部分 position exit *** Lots of HK earnings news
Mar 28, 2025
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