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Month: June 2019

A very brief look at QIWI, the Russian leader for a cashless society.

It’s a rare occasion that I would mention a Russian company. In the past five years, I’ve only done so once (Yandex, January 2016), and even then, I wrote with a lot of caution. But this month’s company fits our megatrend of cashless societies. QIWI is a Cyprus-based company that focuses on the Russian market …

A very brief look at QIWI, the Russian leader for a cashless society. Read More »

My favorite HKG real estate holding company.

I have recently opened a position on Keck Seng Investments (KCKSF on the US OTC exchange and ticker 0184 on the Hong Kong stock exchange). As all of you know, I love real estate and am a commercial real estate investor myself. Asian property companies, especially the Hong Kong real estate holding companies, frequently trade …

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The Vertically Integrated Ecommerce Giant of Latin America: MercadoLibre (MELI)

Think Alibaba for Latin America. Alibaba has an auction platform, shopping platform, in-house payment integration, and a variety of other services. They are vertically integrated, and hence managed to become a $400 billion company. In the US and Europe, we have eBay. They used to own PayPal as an integrated payment solution until they decided …

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Avenue Therapeutics, an 18-month 168% upside target

Betting on a potential FDA approval is a high-risk game. Without insider information, it is near impossible to accurately guess the probabilities of an approval. There are special occasions though in which we are given information that might give us that extra bit of confidence, and this is the case with Avenue Therapeutics (ATXI). The …

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