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Nate's Investment Research

Nate

Creating financial content on Substack. Main focus on energy, shipping and options. Sign up to receive my latest posts.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues24Founded5 years agoLast Issue14 days ago
Active
Language
Spanish

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Artwork for Nate's Investment Research

Latest Issues

Acciones coreanas: ¿oportunidad histórica?

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...

14 days ago
10
1

Korean Stocks: A Historic Opportunity?

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...

14 days ago
8
2

Chinese Lenders Review

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...

a month ago
4
3

Review Prestamistas Chinas

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....

a month ago
4

Malaysian Stock Screener

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,...

3 months ago
11

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  • Nate

    Creating financial content on Substack! Main focus on energy, shipping and options.

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