small Friday thread about 3 small caps from HK that I bought, I got as ideas from the crazy Spanish guys at @MomentumFinanc3 , who they are and what they like.
how I found them? I covered Moneymax Financial, that I own, and someone linked a video from @mrierathelen about it, in Spanish
https://twitter.com/ReturnsJourney/status/1406666442066509824
@mrierathelen So its called Momentum, dont know why because they are value guys, deep deep value.
Marc's portfolio
burbuja.info/inmobiliaria/t…
Marc's portfolio
burbuja.info/inmobiliaria/t…
the guys are nice, have a discord (with an english session) and I talk to them, practice Spanish, but I am not doing their promo, I dont know if they plan to make it a business or not.
My investment style is not totally aligned with them, I like to avoid some sectors, or company stages, and favor others more conservative.
on to 1st- the ideas I got from them. (Quantitative diversified approach).
2-their most talked about ideas that I dont own
on to 1st- the ideas I got from them. (Quantitative diversified approach).
2-their most talked about ideas that I dont own
A- QP group, $1412.HKG is a manufacturer of board games and cards. It sells mostly in the USA. PE+-5, Dividend >10%. It has some direct to consumer websites where you get your design done and printed to you in the West.
Cute isn't it?
Cute isn't it?
B-Zengame Technologies $2660.HK
Board games, but digital ones this time. Card games last longer than 3d action games for sure. infinite lifespan.
PE+-5, loads of cash, dividend maybe 5%.
Board games, but digital ones this time. Card games last longer than 3d action games for sure. infinite lifespan.
PE+-5, loads of cash, dividend maybe 5%.
C-Ecogreen International $2341.HK
Specialty Chemicals, for like aromas, sauces, ingredients, pharma, some nice things. Small and growing each time they build a new factory.
P/E, always between 2 and 5, I stop looking 🤣. Dividend 4%.
Specialty Chemicals, for like aromas, sauces, ingredients, pharma, some nice things. Small and growing each time they build a new factory.
P/E, always between 2 and 5, I stop looking 🤣. Dividend 4%.
Other than that we all like Gazprom, I owned it before and bought it back. I had Gazprom neft (Oil), but their analysis helped me to understand better the reasons for Capex and that it is not all bad capex (my personal bias against capex)!
2- These stocks aren't their biggest positions, maybe apart from Gazprom depending on the person.
Soon I will post their favorite stocks and big positions below:
Soon I will post their favorite stocks and big positions below:
With their help to quickly describe the ideas (I am not long so dont know them very well):
2.A Kistos: $KIST. Oil and Gas in the Netherlands.
2.A Kistos: $KIST. Oil and Gas in the Netherlands.
2-B Geo Energy Resources:
$RE4.SG Indonesian Coal, no debt.
(I really want this one but..nothing I want to sell)
$RE4.SG Indonesian Coal, no debt.
(I really want this one but..nothing I want to sell)
2-C Tianli Education $1773.HK
This one .. speechless. my mental blocks and bias prevent me from currently buying, for now?
This one .. speechless. my mental blocks and bias prevent me from currently buying, for now?
I am very much a boring dividend daddy, that's why not all thesis are for me, but sure they look good!
>> @MomentumFinanc3 , especially if you know Spanish , dont miss the videos
Gracias @ElCapiMomentum for the quick descriptions, without preparation.
>> @MomentumFinanc3 , especially if you know Spanish , dont miss the videos
Gracias @ElCapiMomentum for the quick descriptions, without preparation.
some background
https://twitter.com/mrierathelen/status/1451659587065716753
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