Macau E&M Holding (1408.HK)

I picked up some shares in Macau E&M Holding (1408.HK) recently. The terrible sentiment for Hong Kong listed stocks for the last few years is well known. Macau E&M shows nicely how far share prices can fall in an environment like this. I think there are some positives to be found at this company though […]

CMUV Bancorp: moving towards a sale?

One sector I like right now is community banks. I own a basket of small, OTC-listed community banks. Last year was a very turbulent year for the banking sector obviously, and even though things recovered quite quickly in the last couple of months, I think there are still a lot of interesting situations to be […]

Brook Crompton (AWC.SI) update: majority shareholder shenanigans

I wanted to post an update about Brook Crompton (AWC.SI) which I last wrote about two years ago. Back then the situation seemed pretty attractive: a cash-rich company with relatively steady earnings, trading at a nice discount to book value, and with some buyout potential from the majority shareholder. Enough for me to buy a […]

COVER 50 S.p.A.

A quick post on a small recent position for me, COVER 50 S.p.A. (COV.MI). The company is listed on the Euronext Growth Milan market in Italy since 2015. The Growth Milan market was formerly known as AIM Italia.