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
