Value Investing

China

JD.com: Why I Bought the Eastern Capital of Online Retail

Apr 22, 2026

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2 min read

JD.com: Why I Bought the Eastern Capital of Online Retail

Beijing, 1998. A tiny electronics shop. Today China's largest online retailer. The risks are real, but so is a compelling valuation. I couldn't help myself.

Thomas Behnke

HPQ

Apr 16, 2026

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2 min read

HP: Falling Knife or Good Entry Point?

PCs, printers, and a 20% OCF yield. Not sexy. But hard to ignore.

Thomas Behnke

Dividend Stocks

ABM Industries: The Most Boring Stock I've Bought This Year

Apr 9, 2026

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4 min read

ABM Industries: The Most Boring Stock I've Bought This Year

ABM cleans offices, repairs air conditioning systems, and manages parking lots. Not exactly a headline-grabber. But the valuation is.

Thomas Behnke

Dividend Stocks

Agnico Eagle Mines: Gold Quality, Discount Price

Mar 24, 2026

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4 min read

Agnico Eagle Mines: Gold Quality, Discount Price

Agnico Eagle: 30% down, record reserves, zero net debt. This is what quality looks like on sale.

Thomas Behnke

Dividend Stocks

Mar 19, 2026

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4 min read

Hormel Foods: An Acquired Taste

Hormel has never been a highflyer. Especially not in recent years. But that's exactly why I like the stock right now.

Thomas Behnke

Value Investing

JD.com: Why I Bought the Eastern Capital of Online Retail

HP: Falling Knife or Good Entry Point?

ABM Industries: The Most Boring Stock I've Bought This Year

Agnico Eagle Mines: Gold Quality, Discount Price

Hormel Foods: An Acquired Taste

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Value Investing

JD.com: Why I Bought the Eastern Capital of Online Retail

HP: Falling Knife or Good Entry Point?

ABM Industries: The Most Boring Stock I've Bought This Year

Agnico Eagle Mines: Gold Quality, Discount Price

Hormel Foods: An Acquired Taste

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