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Christmas special: A genomics portfolio
Finally I had some more time at the airports and in the Caribbean now, where heavy rains pours at the moment, to complete my article.
Dec 20
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Christmas special: A genomics portfolio
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Emerging value updates#4
Summary.
Dec 14
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Emerging value updates#4
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Delko, European Small cap distributor and acquirer.
Opportunities and some problems
Dec 6
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Delko, European Small cap distributor and acquirer.
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November 2024
Analyst Recommendation on Bastide BLC.PA and on German serial acquirer
Hi all,
Nov 20
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Analyst Recommendation on Bastide BLC.PA and on German serial acquirer
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Emerging value updates#3 -PayPal, Beximco, Lilak, SDI
and a strategy surprise!
Nov 17
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Emerging value updates#3 -PayPal, Beximco, Lilak, SDI
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The curious case of Financiere de l'Ouest Africain at 1 or 2 times earnings.
Today we will cover an potentially incredibly cheap stock.
Nov 3
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The curious case of Financiere de l'Ouest Africain at 1 or 2 times earnings.
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October 2024
News and updates #2
Summary.
Oct 27
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News and updates #2
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Kaspi, the Super App company
Cautious after +140% in two years.
Oct 22
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1
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Kaspi, the Super App company
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September 2024
News and Updates #1
#1 under the new format
Sep 29
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News and Updates #1
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SDI PLC
The essence of value investing
Sep 20
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SDI PLC
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Japan nano cap update
New management plan suggest 3-6x upside by 2028 - if they deliver.
Sep 15
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Japan nano cap update
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Boustead Singapore analysis
Shareholder oriented Asian Conglomerate
Sep 11
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Boustead Singapore analysis
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