List of all company analysis
sorted by geography
This is a directory article. I didn’t email it
Shanghai Pharma - growing and very cheap
CK Hutchison Holdings - worth over 2 times its price
First Pacific - South East Asia at a double bargain
Lam Soon Hong Kong - cheap consumer goods stock
Tianyun International-it was amazing
South East Asia
Singapore Medical group - Very undervalued high quality business
Jardine Cycle and Carriage - Indonesia and Vietnam compounder
Indofoods - Consumer goods in EMs at <10 PE
Cheap Vietnam Real Estate you can buy ($)
FAT Pitch - Colombian Financial Grupo Aval
Embotelladora Andina - Undervalued Inflation hedge.
Japan Lifeline - Medical devices
Tech value quick world tour 2# Japan
Zholdings - A tech Berkshire ($)
Bastide Le Confort Medical - Compounder
Poulaillon - French Bakery small cap very cheap
Why I sold shares of Bollore Sa
Made in France bio products profitable startup ($)
Tech value quick world tour 1# Poland
Ambra - Hidden Champion in Wine and Drinks
TIM SA - Ecommerce leader or construction bet?
Tensquare games - Let's go fishing
AB inbev - I don't know about next quarter but I feel good about the next decade
Newlat foods. Another quality stock at a cheap valuation
Bank of Ireland - Deep local moat ($)
One of the world's best recession proof retailers ($)
Arcelor Mittal Cyclical Empire ($)
Fat Pitch - Unknown serial acquirer, P/E 7($)
Tech value quick world tour 3# Africa
MTN Group : Attractive despite political risks
PayPal is not (really) a payments company
Rest of Asia
KT Corp - Korean Conglomerate going into tech ($)
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