Kaspi.kz · KSPI24 min read
Kaspi.kz: A Bargain Straight Out of Kazakhstan?
An analysis of Kaspi.kz at 105.21 USD, a company almost nobody in Portugal has heard of that earns more than 2 billion dollars a year in a country of 20 million people.
Every analysis is a portrait of one moment: it carries the date in plain sight, the author’s disclosure of positions and the legal notice. Old analyses are never deleted or rewritten — they are corrected with a dated note.
You can also browse by company, with each company’s analyses in the order they came out.
Kaspi.kz · KSPI24 min read
An analysis of Kaspi.kz at 105.21 USD, a company almost nobody in Portugal has heard of that earns more than 2 billion dollars a year in a country of 20 million people.
Mota-Engil · EGL11 min read
A fundamental and technical analysis of Mota-Engil at €4.48, because I think the Portuguese construction group is undervalued.