Blog

September 30, 2019

Accounting for investors – Misuse of EBITDA explained

An Accounting Warning by Charlie Munger I am reading Poor Charlie’s Almanack and will discuss the things I find most... Continue reading

September 27, 2019

Stock Market Crash And Recession Strategy That Always Works

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Peter Lynch There is so... Continue reading

September 23, 2019

Fixed versus variable mortgage interest rate – what is the difference in 2019

I’ve made a few videos discussing real estate investing as brick is a key component of one’s financial life. If... Continue reading

September 18, 2019

Invest in copper, you’ll regret not having portfolio exposure

Structural trends ahead are electrification, renewables, EVs, increased travel and continuous, fast economic growth in developing countries with approximately 6... Continue reading

September 16, 2019

Graftech Stock Price Analysis – High Uncertainty But Contracts Give It Low Risk

Why Did Mohnish Pabrai Buy Graftech Stock Graftech stock has the potential to be a ‘PE ratio of 1’ company.... Continue reading

September 15, 2019

INDEX FUNDS Investing – NEXT Market CRASH WILL BE UGLY

Mortgage crisis Dr. Burry - Compares Index funds to subprime bubble! Dr. Michael Burry, famous for predicting the subprime mortgage... Continue reading

August 25, 2019

Berkshire Hathaway – Intrinsic Value Calculation

Contents Defining intrinsic value Berkshire’s return on invested capital Berkshire’s future cash flows Insurance business Railroads, manufacturing, utilities and other... Continue reading

August 17, 2019

Lithium Americas Stock Price Has 1000% Upside But There Are Risks

Lithium Americas stock price is trading at a 90% discount to the combined net present value of the two lithium... Continue reading

July 24, 2019

ALBEMARLE – Lithium Stock Offering 4x Growth Up To 2025

Albemarle business overview Lithium Albemarle investment thesis Lithium cost curve Current analysis of Albemarle + the growth story Albemarle –... Continue reading

July 14, 2019

Ryanair Stock Analysis – When Is This Stock A Buy?

I’ve been marginally following Ryanair for a few years now. When a CEO states: “If someone wanted to pay £5... Continue reading

July 11, 2019

NorthWest Healthcare Properties REIT Stock Analysis – 10% Returns Possible

I’ve looked again at US healthcare REITs (Real Estate Investment Trusts) and other REITs and I sense high risk. There... Continue reading

June 27, 2019

How To Invest With Coming Debt Crisis – Don’t Be The Turkey

Three extremely important pieces of information released over the last weeks for investors are: The increase in US budged spending... Continue reading

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