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Far From Wall Street

Zed

Every company. A to Z. Including the ones I throw away.

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Substack
PricingOnly free issuesPublishesWeekly
Issues11Foundeda year agoLast Issue17 days ago
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Latest Issues

11% Minimum Dividend, PLN 367m of Court-Backed Fees, New Clients −16%

Disclosure: I own shares of Votum S.A. (WSE: VOT). I won't trade them in the 10 trading days after this post. Not investment advice. Full disclosures at the end.

In June I wrote that Votum's obituary was premature (https://farfromwallstree...

17 days ago
5

Permission to Exist

Hi fellow investors,

It’s been a while, I know. Today’s company is growing its core segment at 20,8% and trades at 2.3x fully taxed owner earnings (you’ll understand later the tax part).

This one showed up while doing my A-Z on the HK exc...

2 months ago
8
4

The River Wants It Back

Hi fellow investors,

This one is a bit of a departure for me. Instead of a Polish micro-cap or a UK AIM name nobody has heard of, today I’m writing about an oil producer in the Peruvian Amazon. I know, I know, “a young value investor writi...

4 months ago
10

Dark Fiber

Hi fellow investors,

This one is different from what I usually write. It’s not about a micro-cap or an obscure filing in a language I can’t read and have to trust the machine to translate. Instead, today I want to write about something “bi...

4 months ago
3

Feeding the Machines

Hi fellow investors,

I’m writing to you again about a micro-cap. This time I went somewhere I had never looked at before, the Athens Stock Exchange, and started doing an A-Z on it the same way I did with the AIM and the Polish stocks. Gree...

5 months ago
22
6

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  • Zed

    Every listed company in a forgotten market, A to Z. I publish the rejects too. Machine-assisted, double-checked against the filing. Owner earnings, no DCF.

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