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Moatable Inc (MTBL): a cheap software net-net
Moatable Inc mainly provides software-as-a-service services, mainly in the US. It operates two platforms: 1. Lofty for “all-in-one real estate sales…
Mar 16
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Ruerd Heeg
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Moatable Inc (MTBL): a cheap software net-net
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Molecular Partners AG (MOLN): a biotech net-net with institutional buying
Molecular Partners AG mainly develops drugs against cancer. To get the information for this post I had a look into the business update for the first…
Mar 16
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Ruerd Heeg
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Molecular Partners AG (MOLN): a biotech net-net with institutional buying
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Makolab SA: cheap Polish IT-services nanocap with good earnings quality
Makolab SA is an IT consultancy company. The company provides IT-development services for web-software, system integration and solution design. The…
Mar 4
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Ruerd Heeg
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Makolab SA: cheap Polish IT-services nanocap with good earnings quality
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EO2 SA: cheap French nanocap with good earnings quality
It has been a while since last post. I was busy with other things such as writing a book. I am close to finalizing the Dutch version. But in the mean…
Mar 4
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Ruerd Heeg
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EO2 SA: cheap French nanocap with good earnings quality
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September 2023
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, 2023
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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, 2023
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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, 2023
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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, 2023
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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, 2023
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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, 2023
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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, 2023
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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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