Calvin Blissett
Extreme patience combined with extreme opportunism. Fish where the fish are. My returns posted on Substack have done well, equally weighted 21.5%. Personal 3 year 30% per annum
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 45 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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Negative Enterprise value, under 5x look-through earnings, 7% yield, insiders buying, zero bank debt. Reform on shareholder returns and friendliness
A Korean holding company with three debt-free listed subsidiaries in defense, energy equipment and auto parts
COMPANY RESEARCH · KOREA
2.7x EV/OE after cash, cash = 61% of market cap, no debt, 28% operating margins, 13.6% of shares cancelled since 2023, 4.3% dividend. A strategic paid 14.5x EBITDA for a weaker rival (3x implied)
The picks and shovels of the LNG super cycle, AI memory fabs and Korean nuclear exports. Buffett paid $4bn for an Israeli toolmaker with the same economics; Korea's version trades at 6x earnings.
COMPANY RESEARCH · KOREA
How am I able to post so frequently? Isn’t that suspicious and indicative of AI slop
This green notebook is 1 of 2 notebooks I have where I take notes on stocks. This green one is full. In the middle of it are these notes on ESTEC from 6/14/26. For ESTEC I did most of my work in a google doc. I did the usual things, reading...
Lula wins, Brazil panics, then rallies. It’s happened every time. A 16% ROE bank at 6.3x earnings and 0.93x book, down 36% in a day. Up to 4.3x
Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one-Charles Mackay
On Sunday night Brazil re-elected Luiz Inácio Lula da Silva for a fourth term...
Cury ($CURY3): The Market Sold the One Homebuilder Lula Just Protected
Cury has a 70% ROE because it uses options on land and presells a lot of its apartments before they are finished being built. Does that sound familiar?Management only buys land for the land bank when it meets their economic thresholds and a...
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Extreme patience combined with extreme opportunism. Fish where the fish are. My returns posted on Substack have done well, equally weighted 21.5%. Personal 3 year 30% per annum
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