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Research Articles

Kinepolis: Finally time to shine

Sep 9, 2025

HAL Trust: H1 results update on my largest position

Aug 31, 2025

CTP continues to deliver: Record result in 2024

Mar 6, 2025

Ebro Foods: largest rice producer is a bargain

Nov 8, 2024

Wilmar International: a cheap way to buy exposure to food production

Oct 17, 2024

2 Quality Mexican food companies. Gruma vs Herdez

Oct 9, 2024

Tianjin Development: Extreme discount is attractive

Sep 30, 2024

Grupo Mexico: buying the best copper company in the world at a discount

Sep 9, 2024

CK Infrastructure listing in London: valuation & comparison

Sep 3, 2024

New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount

Aug 15, 2024

Buying ABN AMRO shares: Mediocre quality is attractive

Jul 30, 2024

New position in KSB: Pumps & Valves a cheap company in an attractive industry

Jul 16, 2024

CK Asset: How I would play a recovery of China / Hongkong

Jun 13, 2024

Why I sold some Berkshire Hathaway

Jun 10, 2024

Why I still hold CK Hutchison

May 6, 2024

CTP NV: the earnings engine in this real estate company

Apr 4, 2024

ING Groep: Why I like the stock

Feb 23, 2024

Regeneron: Investing in a better mouse trap

Feb 9, 2024

Fonterra: Sleepy giant coming back to life

Dec 11, 2023

Hornbach holding: Why I like the stock

Nov 28, 2023

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AlphaSenseCapital AllocatorsEquity MatesForward GuidanceFoundersBeehiivBeyondSPXBristlemoon ResearchBase Hit InvestingAsian Dividend StocksBloomberg TerminalBurak FinanceA Peek Behind the NumbersAmibrokerFresh InvestBehind the Balance SheetAlluvialAcquiredBusiness BreakdownsBest Anchor StocksBloomberg NewsBizTocCapital Employed FM41investmentsBos InvestBehind the Balance SheetBamSECBaFin - Managers' transactionsAsian Century StocksBenzingaAlphaSenseCapital AllocatorsEquity MatesForward GuidanceFoundersBeehiivBeyondSPXBristlemoon ResearchBase Hit InvestingAsian Dividend StocksBloomberg TerminalBurak FinanceA Peek Behind the NumbersAmibrokerFresh InvestBehind the Balance SheetAlluvialAcquiredBusiness BreakdownsBest Anchor StocksBloomberg NewsBizTocCapital Employed FM41investmentsBos InvestBehind the Balance SheetBamSECBaFin - Managers' transactionsAsian Century StocksBenzingaAlphaSenseCapital AllocatorsEquity MatesForward GuidanceFoundersBeehiivBeyondSPXBristlemoon ResearchBase Hit InvestingAsian Dividend StocksBloomberg TerminalBurak FinanceA Peek Behind the NumbersAmibrokerFresh InvestBehind the Balance SheetAlluvialAcquiredBusiness BreakdownsBest Anchor StocksBloomberg NewsBizTocCapital Employed FM41investmentsBos InvestBehind the Balance SheetBamSECBaFin - Managers' transactionsAsian Century StocksBenzinga
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