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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.
Mar 6
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Wubbe Bos
6
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CTP continues to deliver: Record result in 2024
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February 2025
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.
Feb 18
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Wubbe Bos
11
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Portfolio overview: Happy with "underperformance"
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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.
Feb 3
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Wubbe Bos
4
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More Mexican stocks. Are the new tariff an opportunity?
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January 2025
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.
Jan 28
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Wubbe Bos
7
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An example of a successful investment
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November 2024
More gems from Mexico
6 Mexican stocks covered including 3 with a price-earnings ratio below 7. One high potential gem named Medica Sur.
Nov 25, 2024
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Wubbe Bos
9
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More gems from Mexico
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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.
Nov 8, 2024
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Wubbe Bos
10
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Ebro Foods: largest rice producer is a bargain
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October 2024
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…
Oct 24, 2024
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Wubbe Bos
6
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First Mexican special situation & buying emerging market subsidiary for hefty discount instead of premium
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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.
Oct 17, 2024
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Wubbe Bos
12
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Wilmar International: a cheap way to buy exposure to food production
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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.
Oct 9, 2024
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Wubbe Bos
4
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2 Quality Mexican food companies. Gruma vs Herdez
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September 2024
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…
Sep 30, 2024
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Wubbe Bos
16
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Tianjin Development: Extreme discount is attractive
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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.
Sep 23, 2024
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Wubbe Bos
8
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Real estate at 0.12x book & interesting financial companies. Mexico part 9.
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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…
Sep 13, 2024
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Wubbe Bos
14
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Buying Centurion: benefiting from better worker accommodation
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