July 24, 2018
Perfect Stock Market Portfolio
How to build a perfect portfolio How to manage a stock portfolio It is all about portfolio risk reward STOCK... Continue reading
CRESUD Sum Of Parts Analysis (Video)
Cresud represents an investment in agricultural land and real estate. It is a great company, but whether it is undervalued... Continue reading
July 23, 2018
Should I Invest? It is a Positive Sum Game
Should I invest in stocks? Investing in stocks is a positive sum game. By being careful in what you invest... Continue reading
July 20, 2018
Berkshire will not do buybacks now!
The mania surrounding potential Berkshire buybacks has pushed the stock price up 5% but the effect is already fading. BRK... Continue reading
July 18, 2018
The Intelligent Investor – 7 Things to Watch for the Defensive Investor
The Intelligent Investor by Benjamin Graham is surely the best book for stock market beginners as it gives you... Continue reading
July 16, 2018
Mercadolibre stock analysis
Mercadolibre (MELI) is often called the Latin American Amazon (AMZN). Given that AMZN's stock is up 50 times over the... Continue reading
July 12, 2018
Argentina Has Great Businesses – ADR stock list
Great investment returns come from buying things nobody wants to touch with a ten foot pole. Argentina might be such... Continue reading
July 10, 2018
Tesla’s Stock – The Key Factor To Watch Amid All Other Things (Going to Mars etc.)
In the below video I discuss an extremely important thing investor should watch when investing in any stock, sector or... Continue reading
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
15 BRAZILIAN STOCKS DISCUSSED
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