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Ebro Foods: largest rice producer is a bargain
Lower prices for rice & wheat help Ebro Foods increase its margins. This leads to record profitability.
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Wubbe Bos
5
First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium
Servicios Javer is a profitable construction business at a cheap valuation and at a discount to the acquisition price. Kimberly-Clark de Mexico is…
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Wubbe Bos
2
Wilmar International: a cheap way to buy exposure to food production
Wilmar is a complex company. Low valuation, hidden strategic holdings & a good dividend means great potential returns for investors.
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Wubbe Bos
3
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New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount
 • Wubbe Bos
16
Why I still hold CK Hutchison
 • Wubbe Bos
13
CK Infrastructure listing in London: valuation & comparison
 • Wubbe Bos
2
New position in KSB: Pumps & Valves a cheap company in an attractive industry
 • Wubbe Bos
9
CK Asset: How I would play a recovery of China / Hongkong
 • Wubbe Bos
10
H1 2024: Good portfolio returns from the old economy
 • Wubbe Bos
3
2 Quality Mexican food companies. Gruma vs Herdez
The Mexican stock exchange has quality companies with good exposure to the US. They benefit from favorable demographics & have reasonable valuations.
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Wubbe Bos
1
Tianjin Development: Extreme discount is attractive
Holdings with a discount are common. The discount that Tianjin Development is trading at is quite absurd though. Below half of net cash & good quality…
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Wubbe Bos
Real estate at 0.12x book & interesting financial companies. Mexico part 9.
In Mexican stocks there is incredible value at the surface. If you look under the hood you find surprises. Good, bad & strange.
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Wubbe Bos
2
Buying Centurion: benefiting from better worker accommodation
Growing real estate company generating high returns & trading at a discount to NAV. Niche might be seen as risky but I see a structural growth…
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Wubbe Bos
4
Grupo Mexico: buying the best copper company in the world at a discount
In part 8 of the Mexican series, I focus Grupo Mexico. This company is the best way I know to get exposure to copper. You get Southern Copper at a…
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Wubbe Bos
2
CK Infrastructure listing in London: valuation & comparison
CK Infrastructure is listing in the UK. A good time for a valuation of a complicated beast + my view on UK water companies.
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Wubbe Bos
2
New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount
HAL Trust has been expensive since it made a killing with selling GrandVision to Luxotica. Now it is cheap due to great operating performance of a…
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Wubbe Bos
16
Airports, fly over country cement & Carlos Slim premium All Mexican stocks P7
The interesting case for investing in Mexican airports. A great way to invest in the US cement sector, micro lending & a valuation of Grupo Carso.
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Wubbe Bos
1
Buying ABN AMRO shares: Mediocre quality is attractive
Strong capital base & wealth management make ABN AMRO in interesting bank. Clearer focus in segments where the company has some advantages is a good…
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Wubbe Bos
Bos Invest Substack
Bos Invest Substack
I like to write on investing. Focus on individual stocks, but will try to put some more general worldly wisdom in the articles as well. If you want something covered please contact me. Nothing on this blog is personal investing advice.
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