Sitemap - 2024 - Bos Invest Substack
Ebro Foods: largest rice producer is a bargain
Wilmar International: a cheap way to buy exposure to food production
2 Quality Mexican food companies. Gruma vs Herdez
Tianjin Development: Extreme discount is attractive
Real estate at 0.12x book & interesting financial companies. Mexico part 9.
Buying Centurion: benefiting from better worker accommodation
Grupo Mexico: buying the best copper company in the world at a discount
CK Infrastructure listing in London: valuation & comparison
New buy: Hal Trust, a great Dutch holding finally trading at a sufficient discount
Airports, fly over country cement & Carlos Slim premium All Mexican stocks P7
Buying ABN AMRO shares: Mediocre quality is attractive
Mexican bottler magic & retail gem. All Mexican stocks P6.
New position in KSB: Pumps & Valves a cheap company in an attractive industry
H1 2024: Good portfolio returns from the old economy
Invest in Mexican stocks part 4: Why not buy the exchange
CK Asset: How I would play a recovery of China / Hongkong
Why I sold some Berkshire Hathaway
All Mexican stocks part 3: Bigger is better? First new position found
All Mexican stocks part 2: first potential diamond
Investing in Mexico: A start on all Mexican stocks
CTP NV: the earnings engine in this real estate company
ING Groep: Why I like the stock