January 8, 2019
Apple Stock Analysis – Focus on Long Term Investing
As a Buffett fan, I like to follow what he does and try to understand why he buys what he... Continue reading
January 6, 2019
Gazprom stock analysis
Gazprom is one of the most undervalued stocks in the world from a cash flow and book value point of... Continue reading
Micron stock analysis
To invest in Micron, one has to understand the industry's cycle. A PE ratio of 2.5, doesn't mean much as... Continue reading
January 3, 2019
Investing In Uranium – Bullish And Bearish Thesis On 5 Uranium Stocks
The bullish thesis for uranium is strong; growing demand coming from Japanese restarts and developing Asia, alongside production cuts. However,... Continue reading
December 20, 2018
$13 Million-Dollar Investment Bank Managed Stock Market And Bond Portfolio Review
A month or something ago, I was contacted by an investor that had just set up a portfolio with an... Continue reading
December 10, 2018
InterContinental Hotels Group Stock Analysis – Overview, Valuation And Investment Approach
A company that has seen its ordinary dividend increase 11% CAGR over the last 15 years, must be something special... Continue reading
December 4, 2018
Brexit – An Objective Investing Perspective
Politics aside, it is important to have a clear investing perspective on how can our portfolio positions be affected by... Continue reading
December 1, 2018
Stock Market News – The FED, Interest Rates and How to Invest
Good day fellow investors, The news this week was all about the FED as the FED’s chairman made a speech... Continue reading
November 30, 2018
How am I investing and how much research I do?
Investing is a very important topic for all of us. However, not all of you can dedicate a lot of... Continue reading
November 29, 2018
McKesson Stock (MCK) – A Value Investing Perspective
MCK has caught the eye of many value investors, even Seth Klarman. I explain where it is that they see... Continue reading
November 14, 2018
How to invest in businesses with dr. Per Jenster
I recently had the privilege to interview dr. Per Jenster. He is a Fullbright scolar, author of many books, former... Continue reading
November 11, 2018
7 Things To Watch Before Investing In Gold Miners
Investing is about risk and reward. I feel many miss the risk part when it comes to investing, especially... Continue reading