Insight Provider, CrossASEAN Research

Nicolas Van Broekhoven

Was on the buyside for 15 years, most recently at a medium-sized boutique asset management firm. I grew up in Europe, went to university in the US and have been living in Singapore for the last 7 years which has given me a broad scope on the world and investing in general.

Consider myself a generalist investor with a preference for small and mid-cap companies and special situations. However, a large cap that has gone temporarily out of favor might also pique my interest. 

My style of investing could be categorized as more of value investor, rather than growth at any cost. Learning from Charlie Munger on the importance of quality of a company has been of tremendous value over the years.I like businesses with real earnings, cash flows, dividends, book value and insider ownership.

Insight Provider

Breadtalk (BREAD SP) 1Q17 Results Show Margin Potential; 2c Special Dividend Good News

Breadtalk 1H17 Results: Focus on Margins over Revenues Ongoing & More Special Dividends on the Way

Breadtalk 3Q17 Shows Further Margin Improvement

Discover Singapore: BreadTalk (BREAD SP EQUITY)

Thai-Coons Ep. 8: Thaksin...Business Genius or Political Provacateur?

Value-focused bottom-up Asian equity research

NVB Asia Pte Ltd

Equity Bottom-Up

On Thursday 20th of April I attended the AGM of <a href="https://www.smartkarma.com/entities/15888" target="_blank" data-smartkarma-citation="entities:15888:1">Breadtalk Group Ltd (BREAD SP)</a> in Singapore. There were about +/- 100 shareholders in attendance. The AGM was organised at the company's fancy HQ building.Since Breadtalk does not participate in many conferences and meeting the management is a challenge the AGM is one of the few opportunities to have the entire board of directors at your disposal.Below we will summarize the key highlights of the meeting which lasted about 90 minutes. Not everything…

On Thursday 20th of April I attended the AGM of Breadtalk Group Ltd (BREAD SP) in Singapore. There were about +/- 100 shareholders in attendance. The AGM was organised at the company's fancy HQ building.Since Breadtalk does not participate in many conferences and meeting the management is a challenge the AGM is one of the few opportunities to have the entire board of directors at your disposal.Below we will summarize the key highlights of the meeting which lasted about 90 minutes. Not everything…

AGM Breadtalk: CEO Commits to Lofty 2020 Profit Target; if Achieved Stock Trades at 8x 2020 EPS