I have found your substack as link from AsianCenturyStocks. Some nice things you have over there. I'm mostly interested in Hong Kong and Canadian stocks. I have taken a look at your holdings, and we both have position in Consun, I have quite a big position.
By looking into your other positions, G&M HLDGS is a construction company and I found it weird you have taken that one (I haven't diged deeper, but for example Xinyi Glass with ~10% shareholder yield, stakes in Xinyi Energy and high insider buying is maybe a better choice).
"Brazil, like many countries (ahem, USA), is confronted with two less than ideal candidates. I'm not a fan of either per se, .... Brazil will do fine, and probably boom, no matter who is elected"
Great stuff. I think you cover some really interesting companies here. Thanks a lot for sharing your thoughts. Wecurrently only overlap on TIM, but I think Currency Exchange, GTXAP and some of the special situations are also very interesting.
Any thoughts on USDP? I noticed you are no longer holding it. They keep disappointing with the lack of contract renewals. Do you think management is being honest regarding the competitiveness of their terminals? The DRU technology sounds great on paper, but then again existing customers are not renewing and the company is unable to find replacements so far.
Hi,
I have found your substack as link from AsianCenturyStocks. Some nice things you have over there. I'm mostly interested in Hong Kong and Canadian stocks. I have taken a look at your holdings, and we both have position in Consun, I have quite a big position.
By looking into your other positions, G&M HLDGS is a construction company and I found it weird you have taken that one (I haven't diged deeper, but for example Xinyi Glass with ~10% shareholder yield, stakes in Xinyi Energy and high insider buying is maybe a better choice).
Goldpac group has kind of shrinking dividend. If you want to connect directly with me ( https://www.linkedin.com/in/adamovic/ ) please email me on mladen.adamovic@gmail.com
Was already holding GTXAP & bought a small batch of 690D last week. Thanks for giving me some extra stocks to research.
re: Petrobras - https://twitter.com/TwainsMustache has been tweeting about how the company will likely do fine under either guy winning
"Brazil, like many countries (ahem, USA), is confronted with two less than ideal candidates. I'm not a fan of either per se, .... Brazil will do fine, and probably boom, no matter who is elected"
We'll see.
Great stuff. I think you cover some really interesting companies here. Thanks a lot for sharing your thoughts. Wecurrently only overlap on TIM, but I think Currency Exchange, GTXAP and some of the special situations are also very interesting.
Very interesting read as always, keep it up!
Any thoughts on USDP? I noticed you are no longer holding it. They keep disappointing with the lack of contract renewals. Do you think management is being honest regarding the competitiveness of their terminals? The DRU technology sounds great on paper, but then again existing customers are not renewing and the company is unable to find replacements so far.