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News & Insights #69; Dealflow
Some interesting dealflow in the quiet period *** Open Lending released from the end of tax-loss selling season *** More negative enterprise value Hong…
 • Jam_invest
HK 第50部分; Neg. EV >> EPS & Divi jump
This HK-listed staples co. is willing to give up the negative enterprise value-status to drive a wonderful jump in EPS. I couldn't resist buying more…
 • Jam_invest
Fund spotlight #4; DSM-Firmenich
Insights on the Flavors & Fragrances industry and a 2025 "Dog of the AEX", from John Hempton's Bronte Amalthea Fund
 • Jam_invest
News & Insights #68; Dogs of 2025
With the year-end approaching it's usually an interesting time to check for bad-performing stocks. The extra tax-motivated selling pressure near the…
 • Jam_invest
HK 第48b部分; Chinese People Holdings
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time; One-Day Stocks..
 • Jam_invest
News & Insights #67
A 'news-light' edition *** Titbits on ao's Chinese People Holdings, Infinity Development, and Sintana Energy *** Three negative enterprise value HK 第部分…
 • Jam_invest
Portfolio update #22 (f🔐)
Portfolio changes *** Updates on amongst others Aegon and Herbalife
 • Jam_invest
News & Insights #66
Back from down-in-the-HK rabbit hole, let's look at some of the other stuff that's been going on...
 • Jam_invest
HK 第49部分; Luks Group (Vietnam Holdings)
BUYBACKS... That word alone is often enough for many investors to start salivating. This company is doing a bit of that, while trading at a 20%+ 4-year…
 • Jam_invest
HK 第48a部分; One-Day Stocks #7
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
 • Jam_invest
HK 第48部分; One-Day Stocks #7 (f🔐)
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
 • Jam_invest
HK 第47部分; Dollars trading for Pennies
An absurd-cheap Hong Kong stock with Financial Assets Value worth in excess of 3x the entire market cap *** And some other Turning-over-the-Rocks…
 • Jam_invest
Jam_invest
Jam_invest
Turning over the Rocks, writing some notes along the way >> to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields
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