The Bargain Hunting Journal Podcast

Today we talk about a company that trades at a fraction of its cash, property, and inventories. It carries no debt and pays a roughly 13% dividend at today’s prices. At one point, the company was one of the best known watch brands in China, and even until today, it controls every point of its supply chain - from production to distribution.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-net-net-watch-brand

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

Subscribe to the newsletter here:

Today we talk about an insurance broker trades at a market cap of roughly US$80M, while sitting on almost US$300M in net cash. The company has been profitable every year since its IPO in 2007, and is currently one of the top 20 largest insurance brokers in the world by revenues. Furthermore, management has authorized up to US$40M in share buybacks, or roughly 50% of the entire company at today’s price.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-top-20-insurance-broker

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

Subscribe to the newsletter here:

Today we talk about a natural health food company currently trades at less than its cash, has no debt, and can be bought for less than 6x earnings.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-leading-natural-health

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

Subscribe to the newsletter here:

Today we talk about a property company that trades at less than its cash and investments, and investors get an unencumbered 1.3 million square feet commercial property portfolio in Hong Kong and Australia for free. In addition, investors get paid an 8% dividend that’s well covered by the company’s recurring rental income.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-sample-117-year-old

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

Subscribe to the newsletter here: