Joël Schols of Chess capital delivered a great lecture on net-net investing today, to a very sober community of Belgian value investors #vfb 🍻
@SamHollanders@elvermo
Tasmea was pitched in our Discord group in February and has been a 2.5x bagger since.
The company is making new 52 week highs and will be added to the ASX300 index in 2 weeks from now.
No position
$TEA.AX
Below are the illiquid names, for those with the smaller amount, but higher return (?) portfolio's. 🍀
I have not researched these and don't have a position.
After going through these 45, and removing low moat companies, unpredictable companies, commodity businesses, data issues, ... and companies with liquidity <10kUSD, we end up with 11 Polish smallcaps that deserve attention.
Check out one pagers on the other 9 companies in the chart, and find the name of this "hidden planet" company which jumped out of the chart due to its astronomic ROE....
Find it through the link in my bio 🙏
$BSH reported banger earnings on Friday. The stock is up 7x since I first bought it.
Unfortunately I sold a couple of months ago, because I saw some longer term issues, and because "I was a genius... " and sold too soon
Great example of Polish multibaggerdom 🇵🇱
Checked out KGN again yesterday but didn't like the coal plant closure overhang.
Poland is well-funded, but it doesn't look like they will let KGN minority holders keep much of the cash the company is generating.
