July 9, 2018

Adecoagro – and interesting land investment

Summary Currency translation leading to huge paper losses might mislead investors. It is important to differentiate between book values in... Continue reading

July 6, 2018


When analyzing a sector to invest in, like I am currently doing, it is always good to go through a... Continue reading

July 5, 2018

Price to earnings ratio (PE) explained! How to use it!

Here we summarize Graham's chapter from The Intelligent Investor. We use modern examples and his examples to show what to... Continue reading

June 29, 2018

Discussion On Gold – From Price To Portfolio Exposure

Summary There is a big difference between a short term and long term perspective on gold. As gold offers no... Continue reading

June 28, 2018


Peter Lynch clearly describes how research is the start of everything when it comes to investing. In the video we... Continue reading

June 27, 2018


Seth Klarman is one of my favorite investors. He achieved returns of around 17% per year in his career that... Continue reading

June 25, 2018

Daimler’s stock crash analysis and investment thesis

Daimler’s stock is down 25% from its 2018 peak. It is crucial to take a long term cyclic perspective on... Continue reading

June 21, 2018

5 Problems With Index Funds – Take Responsibility For Your Financial Life

If you want to be average – don’t read this post or watch the video (article below)! It is... Continue reading

June 19, 2018

Time to Buy Brazilian Stocks?

A 30% market decline tells me there is perhaps an opportunity. The key is to find long term fundamental values,... Continue reading

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