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Perhaps the most undervalued tech stock trading at a big discount.

As most of you know, I have a very outspoken opinion on how a software company should be run. When you’re a giant like Salesforce, and you’re operating on a 2.26% margin (July ’19), you’re doing something very fucking wrong. The company I am recommending today is running at 85.24% gross profit margin. The risk of …

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David Abrams, PCG & Teva Pharmaceutical

Within the small world of value investors, there are few people we look up to: one of them is David Abrams. He is the founder of Abrams Capital Management, a Boston-based fund with $9 billion in AUM. A fun fact: At the start of David Abrams’ career, he persuaded his boss into buying a fifth …

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Submarine Fiber Cable Industry

In 2011, a 75-year old pensioned woman from Georgia (Caucacus region of Eurasia) was digging for scrap metal. She came upon a fiber optic cable that she sliced through, hoping to retrieve the valuable copper metal. She did not know that the copper was covering a cable that was incredibly important for communication. This one …

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My favorite HKG real estate holding company.

I have recently opened a position on Keck Seng Investments (KCKSF on the US OTC exchange and ticker 0184 on the Hong Kong stock exchange). As all of you know, I love real estate and am a commercial real estate investor myself. Asian property companies, especially the Hong Kong real estate holding companies, frequently trade …

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Out of Mattel, all the way out of this toxic stock

18 Months ago, my son was born. As any other passionate parent, I end up buying an insane amount of toys. Why not, it’s fun to watch your child’s first reaction with every new toy, even though they prefer the packaging over the actual toy. But when it comes to toys starting from a few …

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The Vertically Integrated Ecommerce Giant of Latin America: MercadoLibre (MELI)

Think Alibaba for Latin America. Alibaba has an auction platform, shopping platform, in-house payment integration, and a variety of other services. They are vertically integrated, and hence managed to become a $400 billion company. In the US and Europe, we have eBay. They used to own PayPal as an integrated payment solution until they decided …

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Avenue Therapeutics, an 18-month 168% upside target

Betting on a potential FDA approval is a high-risk game. Without insider information, it is near impossible to accurately guess the probabilities of an approval. There are special occasions though in which we are given information that might give us that extra bit of confidence, and this is the case with Avenue Therapeutics (ATXI). The …

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What to expect from the Uber IPO

I vividly remember the glorious days of ICO’s and their claims. It was late 2017, and every day I heard about another project that revolutionizes the … billion dollar industry. They all had incredible addressable markets, and so does Uber according to their S-1. A $12 trillion market to be more exact, which is about …

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An emerging industry that is required to grow into a multi-trillion dollar industry.

There’s one industry that is not just likely to grow; it is required to grow. I am talking about the negative emissions technology (NET) industry. For decades, companies and academics have been researching innovative methods to take carbon dioxide out of the atmosphere. Many have turned out too expensive and not scalable, while others were …

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Institutional Investors In Cryptoassets Will Shift From Funds To Direct Investment

In 2018 we have seen increasing interest from institutional investors to gain exposure to the cryptoasset space. Investment funds such as Grayscale, who raised $248 million within 6 months, stated that more than half of the raised capital came from institutional investors. Endowment funds from Harvard, Stanford, Yale, Dartmouth and MIT have all allocated capital …

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