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Stocks

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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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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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