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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.
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Wubbe Bos
4
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.
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Wubbe Bos
2
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.
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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
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.
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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
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…
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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
18
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
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