Substack's Finest: Three Stocks for December
December 2025
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There’s a lot of valuable investing content on Substack that’s worth sharing. Every month I like to highlight three that I find particular interesting.
This month’s issue feature a Spanish serial acquirer, a Singaporean whisky and cocktail bar operator, and a company with a 15% shareholder yield.
Let’s get to it.
Soluciones Cuatroocohenta: A Spanish Serial Acquirer
First up is an article about a Spanish serial acquirer written by Horizon.
The company, Soluciones Cuatroocohenta, is targeting a large opportunity of acquiring small Spanish software businesses where the owners are looking to retire.
I’ll let Horizon take it from here.
Steppe Cement: A Kazakhstani Cement Producer
This next one is a net-net, that is, a stock trading below it’s net current assets per share, that also happens to be trading at a 15% combined buyback and dividend yield.
If that sounds interesting, give Mr Deep-Value’s post a read.
TSH Corporation: A Whisky and Cocktail Bar Operator
In a Substack note, Just A Value Investor shared this interesting find: a profitable whisky and cocktail bar operator trading below cash that is looking to expand it’s operations. I think it’s worth a look.
That’s All Folks
I hope you found these posts as interesting as I did.
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