Food for Thought #25 // Links🔗

This time the most interesting content I stumbled over includes: Howard Marks’ memo, Twitter, Hong Kong,

Quicky #16 on Tradelink (536 HK)

This part #16 is about Tradelink Electronic Commerce Limited, which I found using a screen for ‘cheap’ Hong Kong stocks with a net cash position …

Quicky #13 on China Mobile (941 HK)

This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.

Food for Thought #23 // Links🔗

I stumbled over some reviews of 2020 (and some other stuff) …

Oriental Watch still has a huge pile of excess cash

Oriental Watch completed its conditional share buy back offer and reported H1 results.

Links🔗: Food for Thought #14

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: streaming, Yodogawa Steel, Online Chess business models and Play Magnus Group,

Buying Oriental Watch despite short term uncertainty

Since my last post regarding Oriental Watch I wanted to buy some shares, but never did so because …

Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?

In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …

Is Oriental Watch the right Hong Kong bargain I want to buy right now?

Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …