
Creating financial content on Substack. Main focus on energy, shipping and options. Sign up to receive my latest posts.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | Language | ||||

A simple vista, Corea parece uno de los mercados más atractivos del mundo para un inversor value: hay muchas empresas cotizando a PER bajos, por debajo de su valor contable y, en algunos casos, con una cantidad importante de caja neta.
Dur...
At first glance, Korea looks like one of the most attractive markets in the world for a value investor: there are plenty of companies trading at low P/E ratios, below book value, and in some cases with a significant amount of net cash.
For...
Note: I wrote this article in early June but never published it. It is still relevant, however, and since I have not seen anyone else covering these companies, I think it is worth revisiting them ahead of the upcoming Q2 results.
This week...
Nota: Escribí este artículo a principios de junio pero no lo publiqué. Aún así sigue siendo relevante, y ya que no he leído a nadie que cubra estas empresas creo que es interesante hacer una revisión de cara a los próximos resultados de Q2....
Over the past few weeks I’ve been running a global screener and, as usually happens, many of the cheapest companies that show up are in Asia. Until recently I hadn’t analysed Malaysia because I didn’t have operational access to that market,...
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Creating financial content on Substack! Main focus on energy, shipping and options.
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