Disclaimer

Quicky on Bauhaus International (483 HK)

I stumbled over Bauhaus Int’ using some filter on Hong Kong stocks for high dividend yield, low valuation multiples and considerable net cash some time ago. I only wrote down the ticker at that time. What a pity …

Thesis Tracker Q3 2021

Oriental Watch released results a few dasy a go, so I can finally publish this piece.

Food for Thought #49 // Links

This time the most interesting content I stumbled over includes: SThree, market game theory & the beauty contest, ChmoMetec, going against groupthink, McAfee goes private, Viasat (VSAT) acquires Inmarsat, US housing …

Some stocks are options (to the power of two)

One can view equity as a call option on assets …

Food for Thought #48 // Links🔗

This time the most interesting content I stumbled over includes: PGR, Uranium, defensive investing, metaverse, Singapore real estate, crypto…

Quicky on Japan Petroleum Exploration (1662 JP)

I stumbled over Japan Petroleum Exploration Co., Ltd. or Japex via Inpex (1605 JP) …

Food for Thought #47 // Links🔗

This time the most interesting content I stumbled over includes: stock exchanges, biases, Nick Sleep, Great Investors, Argentinian cement play,

Food for Thought #46 // Links🔗

This time the most interesting content I stumbled over includes:

Quicky on Talanx AG (TLX GR)

I own a tiny position in TLX since July 2013. Time to take a look.

Q(uicky) on Saigon Traffic (GTS VN) – help wanted!

I did not find this copany with a systematic screener, that is for sure. I found GTS when …

Food for Thought #45 // Links🔗

This time the most interesting content I stumbled over includes: energy, fuel, a blog to watch: good-investing, Iran, Japan, Asian stock ideas,…

Book-review: Investing for Growth by Terry Smith

I consumed a lot of Terry’s content before. Now a blog reader gave me this book and I was happy to finally read it …

Quick look at Bed Bath Beyond (BBBY)

When selling BBBY early 2021, unfortunately before the big pop, I deleted it from my watch list to not get distracted but set a reminder. Today I got a pop-up that BBBY hit €12…

Mo-BRUK (MBR PW), Oct 2021

I wanted to take a closer look for some time. Finally started some weeks ago and already bought a (starter?) position …

Food for Thought #44 // Links🔗

This time the most interesting content I stumbled over includes: forecasting growth, Multibaggers, SBER, Bayer, Ping An, John Menzies, Thungela, Bolloré, Prosus/Naspers/Tencent, …

Thought on Emerging Markets; and playing (Russian) roulette?

With some of my best performing stocks being emerging market plays, I got to think about the question of …

Food for Thought #43 // Links🔗

This time the most interesting content I stumbled over includes: dangerous feelings, uranium, energy, oil/gas, chips/semiconductors (IMEC), UMG, Chinese banks,

Quadients H1 2021 resulst

QDT earnings for six months ending JUly 31, 2021 were released on Sept 27.

Quicky on Inpex (1605 JP)

With current developments within the energy markets and energy crisis looming in Europe (and elsewhere), it might be worth to take another look …

Portfolio construction (part 1)

I struggle to decide on position sizes and wanted to formalize the process for some time. This is part one that ends with a conclusion I am eager to build on.

Food for Thought #42 // Links🔗

This time the most interesting content I stumbled over includes: opportunity costs, JXN, KAP, Whisky, Bubble, Evergrande, trusting CEOs, uncertainty and risk, woke CEOs, …

Quick thoughts on Oriental Watch (398 HK)

As of Monday, the stock (398 HK) is down to HKD 3.32 from its June 22 high at 4.55 (-27%). And who knows, Chinese/HK stocks might go a lot lower with Evergrande/property developers/debt -stories unfolding.

Book-review: Common Stocks and Uncommon Profits

I had this classic investing book on my reading list for some time and right after reading through the Kindle extract …

Book-review: Ein König für Deutschland by Andreas Eschbach

I just read another book by Andreas Eschbach: Ein König für Deutschland which roughly translates as A King for Germany …

Quicky on Uranium / Kazatomprom

The uranium thesis was there for a long time, now there are catalysts and the potential for reflexivity