Smartkarma Originals
DoubleDragon Properties (DD PM): From Overhyped to Undervalued; Multi-Bagger in the Making?
This Insight was written by Nicolas Van Broekhoven and Lloyd Moffatt. What is an Orphan Stock? An attractively valued company with a minimum...
3.7k Views
Malaysia Banks – The Small, Nimble, Retail Banks Can Survive the Purge
The newly elected government in Malaysia is cutting infrastructure projects, including the Kuala Lumpur to Singapore high-speed rail. At the same...
141 Views
Hexindo: Exposure to Infrastructure Theme in Indonesia with No Debt
While everyone is raving about the infrastructure investment in Indonesia, only a few of the players are actually making money currently. Jasa...
242 Views
Silverlake Axis: Confirmation of a New 3-Year Growth Cycle
Founded in 1989, Silverlake Axis has built an impressive track record of successful core banking implementations. Silverlake Axis was listed on SGX...
322 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views