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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

August 2024

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

July 2024

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

June 2024

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
10
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