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Bos Invest Substack

Wubbe Bos

I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues32SubscribersRead bosinvest.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

More gems from Mexico

In my quest to cover all Mexican stocks here is the next group in the series.

a month ago
7
4

Ebro Foods: largest rice producer is a bargain

A lot of attention is given by investors to stocks which benefit from higher commodity prices. In this blog post I want to shine some light on a company that does benefit from lower commodity prices.

a month ago
9
5

First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium

In part 11 on my journey of covering all Mexican stocks. It this edition I found an interesting special situation with a company trading at cheap valuations & a buyout offer which seems realistic to get through.

2 months ago
5
2

Wilmar International: a cheap way to buy exposure to food production

Investing in the food industry & farming has always held appeal to me. So far though I have never invested a significant part of my portfolio into the sector. The primary reason for this is that the forward returns usually do not look that ...

2 months ago
10
3

Authors

The writers behind this newsletter.

  • Wubbe Bos

    Dutch investor using fundamental analysis and a total return approach. Loves to discuss companies and willing to do financial analysis on anything.

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