FirstHill's Investments
First HillSharing value investments, mostly small cap tech.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 12 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
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firsthill.substack.comLatest Issues
RS Technologies: A Deep-Value GARP Semiconductor Supply chain play Hiding in Plain Sight - 30%y/y growth
Looking for your next undiscovered Asian Semiconductor supply chain play?
Look no further. The name is well known, but not well understood.
Valuation:
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Grew revenues at 30% y/y LTM
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9.5 P/E
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Trades for less than ownership...
Kaspi.kz - Kazakh Super app at a floor valuation (10%+ CAGR)
My thesis on Kaspi.kz is that the stock now trades at a level where if their main growth strategy failed, you can still make a comfortable 10% return on investment. This gives you a nice floor valuation to work off of, which I detail below....
H2 2025 +28.06% Performance YTD: Breaking this number down + Updates 6532, 3445, 2660, SHVA, & TASE
2025 has been a year of great returns for me thus far, but it is important to remember that the YTD performance may not be indicative of the skill of the investor, as 6 months is not a long enough time frame to evaluate performance. Especia...
Q1 Updates to profiled companies: Warsaw Stock exchange $GPW, Automatic Bank Services $SHVA, BayCurrent $6532, RS Technologies $3445 and Zengame $2660
If you're new here—welcome! Lots of new people are receiving this email for the first time.
A bit about me: I write about small, global stocks that I believe are high quality and trading at cheap valuations. I run a concentrated portfolio,...
Japanese Semiconductor Stock enters deep value territory - Assets are 200% of Market Cap 3.4x EV/EBIT 6.8 PE
Hello!
Today I’m writing about a Japanese semiconductor supply stock trading so cheaply that its net cash and equity stakes are worth more than double its market cap.
Thanks for reading FirstHill's Investments! Subscribe for free to recei...
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The writers behind this newsletter.
Small Cap Value Investor | Focusing on Tech and Asia
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