Structuring my thoughts

 I'm going to try and shorten my ideas into a single paragraph before writing up most of my thoughts. It will help me focus.

Comments

Post a Comment

Popular posts from this blog

CMSB

Image
I haven't really looked that deeply into this company, but it is really a case of something popping out at me as a good deal. I remember Mohnish Pabrai talking about this method of investing. You want something that really pops out at you as a great investment. An example of this may very well have been an old idea to invest into the Greek banks somewhere in the 2021's, the entire banking system in Greece was trading at less than the market capitalization of CIMB Bank (About 10billion euroes for all 4 of the systemic banks that comprised the entire banking system in Greece, post recapitalization), the economy had been showing signs of growing green shoots since the early 2017's and Piraues Bank had gone through a last recapitalization somewhere in 2022 or 2023. Piraeus Bank then saw a 4 fold increase in share price from .90 euro to somewhere around 4 euroes. I had a whole investment thesis on this that has already unfolded. I missed the boat because my funds was stuck in OM...
Read more

OMH. A good article on the potential rebound in Chinas real estate sector

Image
 OM Holdings is in the steel sector and is indirectly tied to the health of Chinas real estate sector. The article is here  Surging Secondary Sales To Stabilize China Property In 2025 View Analyst Contact Information Table of Contents Key Takeaways We believe China's property market has stabilized, with sales (primary and secondary) likely hitting about Chinese renminbi (RMB) 17 trillion in 2025, roughly equal to the 2024 level. We continue to view secondary home sales as a leading indicator of primary sales, with higher-value properties in upper-tier cities leading the recovery. Risk factors to this base case include policy-continuity risk and the possibility of sporadic defaults by developers, which could again dampen sentiment. The Chinese property sector may have finally found its bottom. S&P Global Ratings believes surging secondary sales will help this market stabilize toward the second half of 2025. While growth is skewing toward the secondary market, which is of li...
Read more