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.
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Subscribe for 30+ unique articles per year uncovering East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China equities.
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
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blog for my notes on company analysis and thoughts on investing mainly on the Warsaw Stock Exchange.
Private opinions, no recommendations. NOT INVESTMENT ADVICE.
Weekly stock deep-dives on mispricings, hidden gems and special situations. Focus is on trying to find long-only, substantial margin of safety and 100% conviction ideas.
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.
Stockpicker small/midcap depuis 2016, mais passionné depuis plus longtemps. Je n'achète pas des actions mais des parts de sociétés. Et j'essaie de les choisir comme si j'achetais une résidence principale. Je ne suis pas là briller mais pour durer !!
The mission of MIJ is to become your field guide to the Japanese Markets.
My goal is to make investing in Japan (stocks and otherwise) more accessible to everyone and through it help capital access the Japanese market better.
Fund managers, constantly looking at LOTS of companies and industries. We also share our Toffcap Monday Monitor - a great source for finding and monitoring event-driven investments.
My personal Substack. Nothing what I write should ever be construed as any kind of financial or investment advice. My opinions are just that: opinions, and you should always do your own due diligence before making any kind of decisions. Thanks!
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.
The search and tracking of under-followed attractively priced compounders. Compounders are companies, that can deliver sustainable and long-term growth with superior RoIC.
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
Inversor privado en empresas de calidad, explicado con sencillez. Comparto 10-12 ideas de inversión al año y mi camino en este mundo, íntegro y transparente, superando al S&P500 desde 2020. La calidad del trabajo hace que el 85% de suscriptores renueven.
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