CSK’s Newsletter
CSK CapitalInvesting
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 4 years ago | Last Issue | a year ago |
| Active | |||||
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cskcapital.substack.comLatest Issues
HUM.ASX
This is 100% my personal view and NOT advice - see disclaimer.
HUM - 45 cents
HUM is an ASX founder led financial services company - primarily a commercial lending business with asset backed finance for cars / trucks / machinery...
EXP.ASX
This is 100% my personal view and NOT advice - see disclaimer.
EXP - 10 cps
Experience Co is an Australian “Adventure Tourism” company providing Skydiving - Reef Unlimited (reef cruises / ferry services) - and “Tree Tops” (rope...
TGF.ASX
This is 100% my personal view and NOT advice - see disclaimer.
TGF.ASX - $1.25
TGF is an externally managed Australian commodity specialist Listed Investment Company (LIC) - managed by Tribeca - with a market cap just under 100m...
HCW.ASX
This is 100% my personal view and NOT advice - see disclaimer.
HCW.ASX – 90 cents
HCW is an externally managed ASX REIT that today trades at a 43% discount to NTA or an implied 23% fall in gross assets if the NTA ps was to fall...
DBF.ASX
This is 100% my personal view and NOT advice - see disclaimer.
DBF.ASX - $1.36
Duxton Farms (DBF) owns and operates Australian farmland properties – exposed mostly to grain / cropping land - which has been one of the best perfor...
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Authors
The writers behind this newsletter.
Former Equities Dealer/Analyst - I now manage a private fund and work with a family office. My notes are generally "deep dives" - as every time I've made an investment without doing the work - it's rarely been a good outcome. Australia based.
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