Blog

April 13, 2021

Li Lu Himalaya Capital 2021 Interview – Value Investing In Asia

Li Lu, Charlie Munger’s famous Chinese right hand and manager of Himalaya Capital, recently gave an interview for the Columbia... Continue reading

April 7, 2021

Baidu Stock Analysis – Margin Call Crash Creates Opportunity

Here is my Baidu stock analysis video, the Baidu stock analysis full research report continues below the video. https://www.youtube.com/watch?v=CMvfDofK0Xc Baidu... Continue reading

March 24, 2021

China Yangtze Power Stock Analysis (SHA: 600900 – LON: CYPC) – ESG Stock With Emerging Market Growth

China Yangtze Power stock (SHA: 600900 – LON: CYPC – 10 shares 1 ADR) represents an ESG stock or sustainable... Continue reading

March 15, 2021

Chevron Stock Analysis – Priced For Oil Perfection

Chevron Stock Price Overview CVX stock has strongly benefited from the current rebound in oil prices and the stock is... Continue reading

March 10, 2021

Nutrien Stock Price Update – Cyclial Risks Emerging (Valuation Model Included)

Nutrien Stock Price Analysis NTR stock has rebounded nicely since the March 2020 lows as most stocks did. NTR stock... Continue reading

March 5, 2021

Fresenius Stock Analysis – Solid Healthcare Investment

Fresenius Stock Analysis - Summary Fresenius is an interesting play as the cash flow yield is in the teens, but... Continue reading

February 11, 2021

Berkshire did not underperform the S&P 500 despite returning ‘only’ 9% yearly vs 12% since 2008

Whenever I discuss Warren Buffett and Berkshire there is multitude of comments on how Warren Buffett underperformed the S&P 500... Continue reading

January 31, 2021

NIO Stock 3 Key Risks – Dealing With The Devil

I am looking at emerging markets to find fairly priced value investments as average valuations are lower there than in... Continue reading

January 29, 2021

TSM Stock Looks Good – Intel Scenario Is Biggest Risk

TSM stock - TSMC - NYSE: TSM - Taiwan Semiconductor Manufacturing Company TSM stock analysis is part of my research... Continue reading

January 18, 2021

Wienerberger AG AG stock analysis – Too Much Europe Risk For Me

Wienerberger AG stock analysis is part of my full, stock by stock analysis of the Austrian Stock Market that offers... Continue reading

Jungfraubahn Stock Analysis – Short Term Risks For Long Term Gain

Jungfraubahn stock price overview Prefer a more personal discussion, here is the Jungfraubahn stock analysis video, written article continues below.... Continue reading

January 17, 2021

3 Good Grocery Stocks To Watch For Your Portfolio (KR, SFM, AHOLD)

Adding Grocery Stocks to Your Portfolio - Rationale If there are boring stocks that you can add to your portfolio,... Continue reading

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