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Awakening a sleepy stock (FARM)
A potential double shot espresso in a sleepy microcap world...
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N.R98

June 2024

Sifting the debris with Target Hospitality (TH)
Too cheap?
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N.R98
1
A trading framework: Calling the recoil
or BTFD?
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N.R98

May 2024

Flagging a potentially interesting situation: IMAX China (HKG: 1970) (Update)
Coming to your local theatres soon...
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N.R98
1

April 2024

A "crypto derivative" value play with Watches of Switzerland (WOSG)?
“Even a broken clock is right twice a day”..
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N.R98
2

March 2024

Unpacking Samsonite (HKG:1910)
What's the last public listing luggage company worth?
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N.R98
3

February 2024

An investment screen to consider - cash boxes with a business attached #3
A retailer
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N.R98
An investment screen to consider - cash boxes with a business attached #2 (Idea 1: FF)
This post is a build on the previous post regarding investments that I term as “cash boxes with a business attached”. The criteria is as follows:
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N.R98
1
An investment screen to consider - cash boxes with a business attached #1
A few case studies
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N.R98
2

January 2024

Quick closing note on Spirit (SAVE)
Starting off 2024 with a heartbreak..
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N.R98

November 2023

The preferred way to participate (TDS)
There’s been quite a fair few interesting situations around but I thought this one was especially fascinating (and quirky enough for me) given the way…
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N.R98
5
"Mustering" courage for Spirit (SAVE)- an update; added thoughts on bonds (8/11)
"doesn't pass muster, but if you did the following"...
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N.R98
9
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