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
June 28, 2018
PETER LYNCH ON STOCK MARKET RESEARCH
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’S ONLY ADVANTAGE
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)! https://youtu.be/SpfyPDjSrNg 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