Ingénieur électrique et dévoreur de livres, j'explore les mondes fascinants de la finance et de l'investissement. Je déniche des pépites d'entreprises et partage mes idées & trouvailles deux fois par mois.
It is time for long-form writings. My twitter handle is DaBao_. Hopefully this platform presents a more balanced view and allows more serious discussions.
I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.
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
Modern value investing with a focus on small and mid-cap stocks from the US, UK, and EU. But value comes in many flavors, so anything goes.
"Never sell" is overrated.
The mission of MIJ is to become your field guide to Business and Investing in Japan.
My goal is to make businesses in Japan more accessible to everyone by breaking down cultural barriers and provide differentiated ideas and insights.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 100+ interesting event-driven and special situations - each month.
Tesis de inversión principalmente en Small Cap, con un enfoque GARP (crecimiento a precios razonables) | Sin prejuicios por geografías | Probablemente una publicación por trimestre
Inspired by the criteria in "The Makings of a Multibagger" by Alta Fox Capital, we hunt for future multibaggers, with a 5-year horizon. You might call it investing-through-recipe, therefore 4 entertainment and archive purposes, only.
reminiscence no trades, analysis no deep dive. Tracking quality companies. Not doing deep dive, I am writing about companies and business topics of interest for me, you will never find DCF or base case vs bear case scenario. Do your due diligence.
The Chop Wood, Carry Water Newsletter is my personal investment journal where I share my journey in discovering businesses that are being sold for less than their intrinsic value.
A newsletter about value investing! Mostly focus on smaller cap value net-nets in Japan. Not affiliated with any fund. If you find my writings actionable, a paid sub is appreciated.
Nothing I write is financial advice. Do your own due dilligence!
Where I choose to write sometimes. When I do, I will probably write about Canadian stocks that I think may be undervalued and present attractive shareholder returns.
Blog de inversión en bolsa donde comparto tesis de inversión de manera gratuita. Además, con total transparencia también muestro mi cartera de inversión junto con sus respectivas posiciones y dinero invertido.
Insider Ideas' main focus is to publish about companies where there is good alignment of financial incentives between the insiders/management and ordinary investors. Such alignment tends to lead to better outcomes for shareholders.
Paid subs only $45 pa
