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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
2
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
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New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount
 • Wubbe Bos
11
Why I still hold CK Hutchison
 • Wubbe Bos
11
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
CK Infrastructure listing in London: valuation & comparison
 • 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
11
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
Mexican bottler magic & retail gem. All Mexican stocks P6.
Cheap bottler Cultiba vs FEMSA. investing in micro lending, cash advance services or a normal bank? Quick look at retail gem Farmacias Guadalajara.
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Wubbe Bos
2
New position in KSB: Pumps & Valves a cheap company in an attractive industry
KSB is a leading producer of pumps & valves. It was founded in 1871 in Germany, sells & services globally, p/e of 7.4 and has a highly valued Indian…
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Wubbe Bos
9
More hidden gems in Mexico P5
An even better way to play a construction boom in Mexico & an in depth analysis of Tequila manufacturer Jose Cuervo. Anyone interested in Chemical…
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Wubbe Bos
2
H1 2024: Good portfolio returns from the old economy
Berkshire, builders and financials pushed the portfolio up. Discussion of the portfolio, new positions and am I following my plan. What is the plan for…
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Wubbe Bos
3
Invest in Mexican stocks part 4: Why not buy the exchange
Buying the exchange might be a good option if you like a stock market. Mexican cement, the worlds largest bakery, resorts & investing in supermarkets.
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Wubbe Bos
5
CK Asset: How I would play a recovery of China / Hongkong
Quality assets, diversification abroad for Chinese valuation, and low leverage.
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Wubbe Bos
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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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