Today we talk about a US-based fast food franchise selling for less than 3x earnings.

Full report here:

This is the audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about a property holding company that trades below its net cash, and gives investors a large portfolio of investments and rental properties for free.

Full report here:

This is the audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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With the S&P 500 and Dow Jones scaling all-time highs, a breathtaking AI boom, and an alphabet soup of speculative assets trading sky high, it may be a good time to revisit Mr. Buffett’s 1999 Fortune Magazine article on the unrealistic expectations of investors.

Full article here:

https://www.berkshirehathaway.com/1999ar/FortuneMagazine.pdf

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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As China stimulates its economy and interest in its stock markets revives, we revisit our Lunar New Year special article on factors to consider when investing in China.

Full report here:

https://ckmedia.substack.com/p/lunar-new-year-special-investing

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about an investment holding company / retailer that trades below its net cash, and gives investors a large portfolio of investments (including a stake in Alibaba) for free.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-buying-alibaba-for

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about a global hotelier that boasts a portfolio of 1,500+ rooms across 7 luxury hotels around the world, has a net cash balance sheet, and is drowning in cash flow. The best part: investors today pay almost nothing for it all, and upside potential is enormous.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-sample-global-luxury

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about a local Hong Kong hotelier that operates in the highly resilient budget niche, boasts a portfolio of over 3,000 rooms, and in addition own a prime portfolio of commercial properties in one of the densest cities in the world.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-budget-hotelier-available

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about a casino trades at roughly 3x normalized earnings, less than its net cash, and boasts a prime portfolio of 900 hotel rooms and 54,000 sq ft. of serviced apartments in Macau and Hong Kong.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-profitable-macau-casino

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we cover a company whose entire market cap trades at less than its net cash, and you’re getting a resilient, highly profitable business with attractive returns on capital for free.

Full report here:

https://ckmedia.substack.com/p/legion-consortium-2129hk-cheap-singaporean

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

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Today we talk about a company that trades at a fraction of it’s cash, has almost no debt, has historically paid very fat dividends, and is on the verge of scaling up a couple of cash gushing new businesses.

Full report here:

https://ckmedia.substack.com/p/hengdeli-holdings-3389hk-net-net

Audio companion to the market-beating Substack newsletter "The Bargain Hunting Journal"

Subscribe to the newsletter here: