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The Market Huddle
Small-Cap Value Opportunities (Guest: Tucker Scott)
Jun 1, 2024
Former Templeton Mutual Fund manager Tucker Scott shares insights on undervalued foreign stocks, emphasizing dirt-cheap picks. Discussion covers his strategies, successes, and criteria for stock selection. Also explores market turmoil, currency movements, small-cap Chinese companies, sector rotation analysis, and casual chat about health and surfing plans.
01:24:53
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Quick takeaways
- Invest in undervalued foreign stocks like Zen Game for steady growth and robust balance sheet.
- Consider Ha-Por Corp for a compelling investment opportunity with solid asset base and consistent performance.
Deep dives
Zen Game - A Sticky Business with Growth Potential and Favorable Valuation
Zen Game, listed in Hong Kong, is a company specializing in traditional Chinese tile, board, and card games like mahjong. With a market cap of around $460 million, it boasts a significant net cash holding, a 6.5% yield, and strong growth, averaging 19% to 98% in recent years. Trading at a discount to net asset value, investors can benefit from its steady growth and robust balance sheet.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode