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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Ruerd Heeg
1
August 2023
April 2023
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…
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Ruerd Heeg
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…
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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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Ruerd Heeg
4
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…
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Ruerd Heeg
6
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…
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Ruerd Heeg
7
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…
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Ruerd Heeg
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…
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Ruerd Heeg
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…
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Ruerd Heeg
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