Turning Rough Stones

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Hyfusin: profitable Vietnamese net-net and nanocap with good earnings quality (HK:8512)
Hyfusin Group Holdings manufactures candles in Vietnam and sells them mainly in the US (more than 80% of the revenue) and also some in the UK. Almost…
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Tokatsu Holdings Co (2754.T): an unnoticed Honda trader
Tokatsu Holdings Co trades new four-wheel Honda cars from its 9 dealer shops and used cars from another 3 shops, all in Japan. The company also provides…
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Free CVR with Jounce Therapeutics (JNCE)
On March 27 Jounce Therapeutics (JNCE on Nasdaq, filings) has entered a transaction to be acquired by Concentra Biosciences. The company will be…
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Ruerd Heeg
Protara Therapeutics: biotech net-net with low failure risk
Ticker: TARA (Nasdaq). Date research and write-up: 2023-02-12 Price around 2023-02-12: 3.3 USD. Current price: about 3.3 USD. Estimated multiple…
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Ruerd Heeg
Grupo Azoty Puławy: another cheap Polish stock with a good quality business
Grupo Azoty Puławy (or Grupo Azoty Zakłady Azotowe Puławy SA, stock code ZAP in Poland) produces fertilizers and related chemicals in Poland. The…
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Ruerd Heeg
Muza SA: a cheap Polish publishing nanocap
According to Muza’s investors relation site their business is the following: full range of publishing and printing activities, production and…
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Ruerd Heeg
Best idea for 2023. Tokuden Co (JP:3437): cheap Japanese microcap with a good quality business
Tokuden Co (stock code 3437 in Japan and Edinet code E01464, see also KaijiNet/JapanExpress) provides “welding work, welding consumables, steel plates…
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Mason Group Holdings: an exciting merger arbitrage play
I own shares of Mason Group Holdings (ticker 273 in Hong Kong, filings), since November 2021. Back then it was one of the best net-nets in my list based…
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Turning Rough Stones
Helping ordinary people to get high returns by turning rough stones on Wall Street

Turning Rough Stones

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