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Fund spotlight #4; DSM-Firmenich
Insights on the Flavors & Fragrances industry and a 2025 "Dog of the AEX", from John Hempton's Bronte Amalthea Fund
Dec 25, 2025
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News & Insights #68; Dogs of 2025
With the year-end approaching it's usually an interesting time to check for bad-performing stocks. The extra tax-motivated selling pressure near the…
Dec 21, 2025
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HK 第48b部分; Chinese People Holdings
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time; One-Day Stocks..
Dec 12, 2025
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News & Insights #67
A 'news-light' edition *** Titbits on ao's Chinese People Holdings, Infinity Development, and Sintana Energy *** Three negative enterprise value HK 第部分…
Dec 6, 2025
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Portfolio update #22 (f🔐)
Portfolio changes *** Updates on amongst others Aegon and Herbalife
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Dec 5, 2025
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The Grinch
Dec 20, 2024
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HK 第13部分; Tianjin Development
Apr 18, 2024
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HK 第15部分; The Experts
May 22, 2024
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Jam_invest
,
Active Alpha Research
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Alex Feng
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Alvin Chow
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Dabao
,
Diego Milano
,
The Great Wall Street
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Michael Fritzell
,
Emerging Value
,
OngWeeHiang
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Oriental Value
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Paulo Santos
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Praya Value
, and
Pyramids and Pagodas
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News & Insights #22
Sep 13, 2024
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News & Insights #66
Back from down-in-the-HK rabbit hole, let's look at some of the other stuff that's been going on...
Nov 29, 2025
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HK 第49部分; Luks Group (Vietnam Holdings)
BUYBACKS... That word alone is often enough for many investors to start salivating. This company is doing a bit of that, while trading at a 20%+ 4-year…
Nov 25, 2025
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HK 第48a部分; One-Day Stocks #7
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
Nov 14, 2025
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HK 第48部分; One-Day Stocks #7 (f🔐)
Some stocks gradually compound away, year after year. Others return years of performance in a brief period of time..
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Nov 10, 2025
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HK 第47部分; Dollars trading for Pennies
An absurd-cheap Hong Kong stock with Financial Assets Value worth in excess of 3x the entire market cap *** And some other Turning-over-the-Rocks…
Nov 2, 2025
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News & Insights #65
Tempted by a recent IPO with 10%+ divi yield *** Additions to the HK portfolio *** Updates on several 'regulars' like Acomo, China Tower, and Sintana…
Oct 27, 2025
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HK 第46部分; Readers' requests
Readers' requests: Broker Availability Lists + Green Tea Group *** A new starter position >> Natural Food International 2.0? *** And more
Oct 11, 2025
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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
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