Mandarin Oriental: Don't Lose Money
Mandarin owns the One Causeway Bay precinct which is likely worth more than the company’s current Enterprise Value ($2.4b) having recieved an offer...
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Brazilian Value: The Trade of the Decade
Value investing is often described as running towards the fire or seeking out disaster. Often, outstanding returns can be had as the market reverts...
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CBD - When The Catalyst Is Slapping You in the Face
I recently made my first purchase for the year, buying a core position in Brazilian holdco Companhia Brasileira de Distribuição (CBD:NYSE).
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The Bubble Isn't Where You Think It Is
A number of market pundits have been giving the all clear to jump back in the pool now that crypto has been nuked and Peleton et al are down 80%+.
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Petrobras: Pricing Amargeddon, With a Muddle Through Likely
I had to write a brief note about the panic whipped up by UBS’ downgrade of Petrobras, cutting its price target from R$47 to R$22
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