The Bargain Hunting Journal Podcast

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"

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Today we talk about a luxury mall operator owns almost 30 million square feet of prime retail and office properties across key cities in China and Hong Kong. Despite carrying minimal leverage, the company trades at roughly 5x earnings and provides a well covered 9%+ dividend today.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-premier-shopping-mall

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

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Today, in Part 3 of our multi-part series, we talk about a money lender that trades at 4x earnings, has no leverage, has never lost money since going public, and pays an almost 10% dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money-f29

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

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Today we talk about a pawnshop/ money lender trades at 5x earnings, has never lost money since going public, is overcapitalized, and pays an 8%+ dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money-712

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

Subscribe to the newsletter here:

Today we talk about a money lender trades at 2x earnings, has never lost money since going public, is overcapitalized, and pays an 8% dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money

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

Subscribe to the newsletter here:

Today we talk about a conglomerate that has undergone a complete transformation of its business model since being spun out, but is still viewed by the investment community as a pure play property company. Although they remain among the top real estate firms in Hong Kong, the company has further diversified into steady, durable income streams that give it an endurance few companies in the region can match.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-sample-the-safest-least

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

Subscribe to the newsletter here: