Hedge Fund / Buy-side Research: Benchmarking Imyris with the Pilgangoora Lithium Mine
WATCH HERE 📺 with the Link In this episode on Imerys, we dig further into the value of the lithium mine and try to reconcile the implied price per ton of mineral in the ground at Pilgangoora versus the costs for Imerys. The result is that the mine valuation makes absolutely no sense. We will […]
Hedge Fund / Buy-side Research: Renault European Car Maker: Unexpected Results
WATCH HERE 📺 with the Link In this episode, we look at Renault, the French carmaker, and initiate a long position because the company is nothing like what the market assumes from a quick glance. My initial view was that, while Renault’s cars are attractive and well positioned, the company was probably hostage to Chinese […]
Hedge Fund / Buy-side Research: Beijing Airport traffic post IRAN war is?? UP !!!
WATCH HERE 📺 with the Link We review a bit of airline traffic data from airports in china more specifically Beijing. There is actually growth in traffic, namely in international traffic. The traffic domestically is flattish. The airlines fares are actually falling because they are adding capacity faster than the demand grows, and they are […]
Hedge Fund / Buy-side Research: Imerys SOTP, hidden value of a large Lithium Mine
A Large Lithium mine under an existing Koalin mine operated for 140 years. Hidden Value of a world-class Lithium deposit WATCH 📺 the link HERE Imerys is a decades-old French mining and industrial minerals company that today sits at the intersection of traditional industry and Europe’s strategic push into energy transition materials. While the market […]
Hedge Fund / Buy-side Research: JD Q1 2026, unpacking the segment results
The Saga of the Ghost Kitchen of China Update on JD WATCH 📺 the link HERE The Beijing cake decorated with toxic, inedible chemical flour from a vendor claiming to have 400 physical locations but possessing zero that blew up the Quick Commerce war in China The exact reported figures from JD.com’s quick commerce (Not […]
Hedge Fund / Buy-side Research: Beijing Airport full 2025 review:
Beijing Airport price Plunge, review of financials, review of traffic and change in routes towards Europe. In the last couple of days—and more broadly over the past few weeks—there has been a sell-off in the stock of Beijing Capital Airport, partly following a report from Goldman Sachs that was not particularly positive. The report highlighted […]
Hedge Fund / Buy-side Research: JD Q4 2025, unpacking the segment results
JD.com – A lot more than just core retail Looking a the results division by division WATCH 📺 the link HERE In this episode called “name”, we review the segment results of JD, starting with the JD Retail division, growing at 13% for the full year, with some high-level comparison on Q4 because of heavy […]
Hedge Fund / Buy-side Research: JD.com’s Langzu logistics system.
JD.com – A Logistics story What makes JD strategically and structually different WATCH 📺 the link HERE China’s e-commerce leader JD.com has built one of the most advanced logistics systems in the world through its subsidiary JD Logistics. Unlike most online retailers, which rely heavily on third-party carriers, JD invested for more than a decade […]