Author: evencio.alvarez14@gmail.com
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An Accelerating Buy Climax [DIRTY DOZEN]
“If you are a successful Game player, it can be a fascinating, consuming, totally absorbing experience, in fact it has to be. If it is not totally absorbing, you are not likely to be among the most successful, because you are competing with those who do find it so absorbing. ” ~ Adam Smith, The…
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Erick Mokaya: Investing in Nordic & African Businesses
This week we chat with Erick Mokaya. Erick is a Ph.D. student at the Stockholm School of Economics, lead author for Transcript, and a life-long learner. He loves studying businesses and finding companies in the Nordic and African markets.Our conversation starts with Erick’s inspirational background, working harder than anyone else to get into the best…
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Mahara Human Resources (1831): Saudi’s Largest Workforce Agency
Maharah for Human Resources Company (1831, or MHR for the article) offers recruitment services for public and private sectors in Saudi Arabia and the United Arab Emirates. It operates in two segments, Corporate and Individual.The Corporate segment provides labor force services to various industries comprising retail, hospitality, healthcare, operation and maintenance, and banking. The Individual…
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Rihard Jarc: A Deep Dive Into Pinterest (PINS) Bull Thesis
This week we chat with Rihard Jarc, SaaS founder and author of the Uncover Alpha SubStack newsletter. Rihard has spent his life analyzing, investing, and creating software-based businesses. If you go by his Twitter bio, he’s a growth investor, ex-portfolio manager, and CEO of TyplessAPI. Rihard’s background makes him the perfect investor to dive deep…
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Mouwasat Medical Services (4002): The Best Healthcare Services Company In Saudi Arabia
MMS owns, manages, and maintains hospitals, medical centers, drug stores, and pharmacies in Saudi Arabia. They provide nearly every medical service under the sun. From pediatrics to orthopedics. Neurology to cardiology. You name it — they do it.MMS is a high-quality company with a history of high-teen Return on Capital (ROC). The company compounded its…
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A MAJOR Monthly Sell Signal [DIRTY DOZEN]
“My interpretation of financial markets differs from the prevailing paradigm in many ways. I emphasize the role of misunderstandings and misconceptions in shaping the course of history. And I treat bubbles as largely unpredictable. The direction and its eventual reversal are predictable; the magnitude and direction of the various phases is not. ” ~ George…
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Tiho Brkan: Emerging Markets, Alternative Assets & Worldly Wisdom
This week I chat with Tiho Brkan. Tiho is a private investor managing a family office. Tiho provides HNWIs & Family Offices with attractive deal flow from Real Estate (Rehab, Developments, Distressed) & Stock market (Indexes & Sectors) asset buckets. I’m stoked to bring you this conversation. Tiho is an incredible investor, thinker, and…
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Saudi Telecom Company (STC): A Monopoly For 18x Earnings
Saudi Telecom is the largest telco provider in Saudi Arabia. The company offers mobile, landline, Internet, and TV on-demand services, as well as international telecommunication, broadband, and other related services. A former government-sanctioned monopoly, it commands 75% market share and sports industry-leading margins. They privatized in 1998 and spun-out as a public company in 2004.…
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The GREATEST Market Rally of All-Time [DIRTY DOZEN]
“They think that intelligence is about noticing things that are relevant (detecting patterns); in a complex world, intelligence consists in ignoring things that are irrelevant (avoiding false patterns).” ~ Nassim Taleb, “The Bed of Procrustes” Good morning!In this week’s Dirty Dozen [CHART PACK] we look at the measured move target on the Qs, go through…
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Alex Barrow: Chasing Gem Dealers & Great Stocks
Alex Barrow is the Co-Founder and Cheif Market Strategist at Macro-Ops.com . Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he…