Over the past months I have received more than 10 emails from various investors about how Thor Industries is a... Continue reading
Introduction. CorePoint Lodging – Business analysis Cash flow calculations Selling properties to unlock value Stock catalysts already there The risks... Continue reading
I received this very interesting comment from a subscriber as I bought my 5th stock for my lump sum portfolio... Continue reading
I sold Alacer because it is not a value play anymore, it is more of an exploration play now.... Continue reading
Contents ADM company overview Investment strategy A few notes from the last conference call My personal opinion I analysed Bunge,... Continue reading
Good day fellow investors, Last week I made the news on the topic how one should focus on the businesses... Continue reading
Summary - Ingredion The operating cash flow yield is 11%, the company expects to grow earnings at 8% per year... Continue reading
Stock Market News – Stocks might crash, recession ahead, so what? Will there be a stock market crash, will there... Continue reading
Do food stocks offer a margin of safety? Before discussing food stocks as investing opportunities, let me just tell you... Continue reading
In the last few weeks I have received probably more than 5 tips from various sources to look into Porsche... Continue reading
Before starting with the analysis of LVMH and Richemont (CFR), I am going to say that there is a lot... Continue reading
It is like the EV industry – Thank you Tesla – thank you for spending billions and creating a market,... Continue reading