Jam_invest
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
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 236 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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jaminvest.substack.comLatest Issues
N&I #89; Carnage all Around
Indonesia, Turkiye, Chinese fintech, Brazil, HK 第部分s, Biotech... lots of buckets with intense share price declines... Carnage really. On the bright side, that did help me land a new position again... and I am rather counting on more up ahea...
HK 第54部分; Ugly ducklings
Trying to find swans amongst HKEX’ ugly ducklings... I hit upon two stocks trading at better than 30% FCF/EV offering a double digit divi yield. One o/w I could not resist for the HK (sub-)portfolio.
NB, Not sure what is happening with the...
N&I #88
HK portfolio update *** ClearPoint / uniQure 4-years Huntington’s data debate *** SED Energy Holdings contract losses *** Sitoy Group *** Repositrak *** And more
N&I #87
HK portfolio update *** Offshore drilling consolidation *** Profit warning Sitoy *** A 24% FCF-yield staples co re-starts buybacks *** Expanding broker restrictions on il-liquid HK 第部分s
N&I #86
The Kazakh gift(s) that keeps on giving *** Halyk calls inflection *** When Absurd-Cheap is NOT enough *** Declaring a MAIDEN divi and NOT paying *** Double digit % yielders
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Turning over the Rocks, writing notes along the way >> to find discounted-quality, absurd-cheap and/or high-dividend stocks
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