Nate's Investment Ideas

Alex
Investment research
Created 22 Sep 2021
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  • Grindrod Update and thoughts on dry bulk market
    18 Nov 2021 • 5 min read • 1 1
    Hei guys I wanted to make an update on my portfolio and on the positions I recently wrote about (Grindrod & Geo Energy). Hereโ€™s the link to the article I wrote on the 10th of October on Grindrod: Nate...
  • GRINDROD SHIPPING HOLDINGS: AN UNDERVALUED DRY BULK GEM
    10 Oct 2021 • 12 min read • 1 2
    GRINDROD SHIPPING HLGS: AN UNDERVALUED DRY BULK GEM. Grindrod Shipping Holdings (GRIN) is a South African dry bulk operator listed in both the Johannesburg Stock Exchange (JSE) and in NASDAQ. They ope...
  • Portfolio Review: YTD & 1Y Returns
    03 Oct 2021 • 1 min read • 1 1
    Review of my results YTD, here you have my latest review for comparison. Alex @NateValuetw Everyone's sharing their YTD performance so here's mine ๐Ÿ˜Ž Biggest positions right now ๐Ÿ”ฝ 1. Navios Maritime ...
  • Geo Energy Resources (RE4: SGX)
    28 Sep 2021 • 9 min read • 6 4
    GEO ENERGY RESOURCES Geo Energy Resources (Stock Code: RE4) is an Indonesian coal miner trading in the Singapore Stock Exchange. The company has had an amazing transformation over the last 12 months a...
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    22 Sep 2021 • < 1 min read
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