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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…
Sep 13
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Ruerd Heeg
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Hyfusin: profitable Vietnamese net-net and nanocap with good earnings quality (HK:8512)
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August 2023
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…
Aug 25
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Ruerd Heeg
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Tokatsu Holdings Co (2754.T): an unnoticed Honda trader
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April 2023
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…
Apr 3
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Ruerd Heeg
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Free CVR with Jounce Therapeutics (JNCE)
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March 2023
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…
Mar 13
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Ruerd Heeg
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Protara Therapeutics: biotech net-net with low failure risk
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January 2023
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…
Jan 14
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Ruerd Heeg
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Grupo Azoty Puławy: another cheap Polish stock with a good quality business
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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…
Jan 14
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Ruerd Heeg
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Muza SA: a cheap Polish publishing nanocap
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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…
Jan 14
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Ruerd Heeg
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Best idea for 2023. Tokuden Co (JP:3437): cheap Japanese microcap with a good quality business
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November 2022
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…
Nov 4, 2022
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Ruerd Heeg
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Mason Group Holdings: an exciting merger arbitrage play
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October 2022
10 American banks with hidden ECIP windfall gains
I mainly invest in stocks that I find using quantitative rankings. But sometimes I read about a really compelling idea from someone else. One of these…
Oct 14, 2022
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Ruerd Heeg
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10 American banks with hidden ECIP windfall gains
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Decama Capital: Israeli net-net with property in the UK
For my analysis of Decama Capital Ltd (ticker DCMA in Tel Aviv, Israel) I had a look into the annual report over 2021 and at the interim report over the…
Oct 1, 2022
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Ruerd Heeg
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Decama Capital: Israeli net-net with property in the UK
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September 2022
Coloured Ties Capital: this Canadian nanocap is cheaper than Mr. Market thinks
Coloured Ties Capital is effectively a Canadian closed end investment fund investing mostly in listed stocks. The ticker is TIE on the Canadian Venture…
Sep 30, 2022
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Ruerd Heeg
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Coloured Ties Capital: this Canadian nanocap is cheaper than Mr. Market thinks
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Total Telcom (TTZ.V): cheap Canadian tech nanocap based on earnings, with intellectual property
Shares of Total Telcom Inc trade at the Venture Exchange in Canada, with ticker TTZ. At 0.085 CAD per share this nanocap has a market cap of about 1.7…
Sep 3, 2022
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Ruerd Heeg
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Total Telcom (TTZ.V): cheap Canadian tech nanocap based on earnings, with intellectual property
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