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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.
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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.
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Wubbe Bos
3
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.
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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…
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Wubbe Bos
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
4
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
16
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
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
CTP NV: the earnings engine in this real estate company
Building real estate and keeping it can be a good business model.
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Wubbe Bos
2
ING Groep: Why I like the stock
Banks in Europe are well positioned for a non-zero interest rate environment. Lower contributions to government funds and excess capital leads to an…
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Wubbe Bos
3
Regeneron: Investing in a better mouse trap
My first investment in the healthcare sector. Why I liked Regeneron and still hold the stock after good returns.
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Wubbe Bos
1
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