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GBank - Unique Bank with 5-10x Upside Potential
More than 30% of the total loan portfolio is government-guaranteed
Dec 17
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Maksim
5
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GBank - Unique Bank with 5-10x Upside Potential
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2
November 2024
Short Update on Flow Traders (FLOW)
Thesis is working out as expected
Nov 9
•
Maksim
2
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Short Update on Flow Traders (FLOW)
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Garrett Motion - Cash Flow Machine with 100% Upside Potential
Low risk, high profitability, 20% FCF yield and tremendous buybacks
Nov 4
•
Maksim
27
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Garrett Motion - Cash Flow Machine with 100% Upside Potential
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14
October 2024
My investing approach
I’ve decided to summarize my investing approach, so that you can see what to expect from this newsletter, and as a reference for “future” me.
Oct 19
•
Maksim
7
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My investing approach
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Flow Traders - antifragile company with potential 50% earnings yield
High ROC, no debt, priced as if there will never be any market turmoil
Oct 11
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Maksim
3
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Value Investing by Double Alpha Factory
Flow Traders - antifragile company with potential 50% earnings yield
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