Archive - Value Zoomer

JPEL Private Equity: A Free Lunch

The UK market currently has a lot of companies trading at very cheap valuations, some justifiably, some less so.

Dec 2, 2024 •

November 2024

Grindr: Sex Sells

I’ve written a lot about dating app stocks, which I see as interesting and unique businesses that I may have somewhat of an edge in due to my age.

Nov 5, 2024 •

October 2024

Merchant House International: Throwing in the Towel

Hello readers, I’m back from my hiatus with a short, simple idea that feels like a classic, tiny, crappy, illiquid, international ‘Myles’ deep value…

Oct 1, 2024 •

July 2024

Singapore Shipping: Full Steam Ahead

Before we get into this writeup I think it’s worth establishing my history with the shipping industry.

Jul 2, 2024 •

May 2024

Centurion Corporation

A Low Key Emerging Market Compounder

May 7, 2024 •

April 2024

The Match Thesis from a Zoomer

Hinging on Hinge

Apr 11, 2024 •

February 2024

Yangzijiang Financial: a free mystery box

We’re going back for some classic deep value in this month's article with Singaporean financial company Yangzijiang financial ($YF8.SG).

Feb 20, 2024 •

January 2024

December 2023

Lessons from 2023

Apologies for the delay in this month’s blog but I have had an absolutely jam packed December.

Dec 18, 2023 •

November 2023

Indofood and First Pacific: The Noodle Narrative

For anyone who follows me on Twitter, this writeup won’t be a surprise, as I’ve been very publicly researching this for a while.

Nov 13, 2023 •

October 2023

Citron Research and Separating Pitches from Pumping

Famed short seller Andrew Left is known for damning short reports that have taken down numerous frauds over his 20 years at Citron Research.

Oct 14, 2023 •

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