At the usual place. Astra itself is an interesting value proposition at a PE ratio of 6

funny flows exiting the Polish market Looks like Poland was bombed by Trump?

Value traps have this thing of sometimes surprising you back, as value never fully dies out. but of course by definition they underperform. You need some under performers to find the out performers in a value approach

Unhappy Investors waiting outside of CK Hutchison HQ to hear about the future allocation of the 19 billion USD 0001.hk

YTD 6.38% strong start but still unfair valuations across the board Top positions ex dividends. Bank of Ireland +389% First Pacific +87% Coca Cola Femsa +57% BATS + ?? due to wash sales Poulaillon +24%

I am very happy to see the easy trump trade money prove it wasn't easy after all. very happy that those who don't do work go back to work $TSLA

emerging value

"Why would it go up, it did not in the past (insert years)?"

🤡

Fly to Safety in China guys

Nice recovery in Austrian IOT and Green energy company Kontron, like many cyclicals, but this was always a growth+cyclical. Forward PE 13.

bought on P/E 7-8

You never sell serial acquirers

Melcor earnings. melcor.ca/wp-content/upl…

still a lot to catch up

First Pacific finally a bagger ex dividends +111%. Still a bargain. Value is only at the beginning. I just wrote an update on subsidiary Indofood, with the stock going nowhere. Link in bio.

Significant performers in the portfolio since newsletter inception. Significant losers too. $BLC.PA leaves big losers camp on strong recovery. Expecting the best 2 years performance from the flat/losers camp actually.

The multibagger camp includes stocks added in 2020 pre newsletter, but Terravest takes top spot

The biggest winners in the past two years were due to earnings growth and excellent operations. If you have this, you win. The biggest winners post covid were due to incredible bargains valuations.

commenting a book on South African history with my FR/ZA 9 years old, I explained apartheid and it's end. Mentioning the current land debate, she simply said. "I think they should just share it all equally" Simplicity. here you have it.