Profit Hunting

Hunting for profits on the stock market

Sunday, November 30, 2014

Indonesian Thermal Coal (part 2) - the Asian coal market

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The thermal coal market is harder to understand than I imagined.  Demand should be predictable - after you build a power station, you know...
Wednesday, November 19, 2014

Moutai

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Baiju is the most popular drink in China, and Moutai is the highest premium brand of Baiju.  It has a long, storied history.  Each bottle ...
Sunday, November 16, 2014

Indonesian Thermal Coal

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In one of his books, Aswath Damodaran mentioned a strategy for investing in cyclical commodity companies. When the commodity price is low, ...
Sunday, November 2, 2014

Apple watch

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Apple's new watch: Looks nice, I think normal people would wear it.  Beautiful, with a lot of attention to detail . It has new ways t...
Saturday, October 25, 2014

Berendsen

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Got this idea from Gannon and Hoang on Investing .  They explain Berendsen's business model and competitive advantage well - in the rent...
Saturday, March 22, 2014

Yingde Gases

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This is a cheaper version of Air Liquide and Praxair.  Yingde Gases is the largest bulk industrial gas producer in China: By end of 201...
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Sunday, March 2, 2014

Kering

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Kering (formerly PPR), the owner of Gucci and Bottega Vanetta, is a conglomerate and has recently streamlined its operations to focus on L...
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