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CTP continues to deliver: Record result in 2024
Founder led real estate company is creating value quickly and is trading below NAV.
 • 
Wubbe Bos
4
Portfolio overview: Happy with "underperformance"
Good absolute returns are something to be cherished. An overview of the most important holdings and my regional allocation in the stock market.
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Wubbe Bos
8
More Mexican stocks. Are the new tariff an opportunity?
Covering a portfolio position with PINFRA, OMA the best airport stock in Mexico and 3 other interesting stocks.
 • 
Wubbe Bos
2
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New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount
 • Wubbe Bos
18
Why I still hold CK Hutchison
 • Wubbe Bos
14
CK Infrastructure listing in London: valuation & comparison
 • Wubbe Bos
2
Tianjin Development: Extreme discount is attractive
 • Wubbe Bos
2
CK Asset: How I would play a recovery of China / Hongkong
 • Wubbe Bos
10
New position in KSB: Pumps & Valves a cheap company in an attractive industry
 • Wubbe Bos
9
An example of a successful investment
Value investing can still work. Here is my story behind the investment in Fonterra. 2025 might be a good year to look at investments with great assets.
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Wubbe Bos
5
More gems from Mexico
6 Mexican stocks covered including 3 with a price-earnings ratio below 7. One high potential gem named Medica Sur.
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Wubbe Bos
4
Ebro Foods: largest rice producer is a bargain
Lower prices for rice & wheat help Ebro Foods increase its margins. This leads to record profitability.
 • 
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.
 • 
Wubbe Bos
7
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.
 • 
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…
 • 
Wubbe Bos
2
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.
 • 
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…
 • 
Wubbe Bos
4
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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