Blog

January 9, 2019

Facebook Stock Analysis – Fundamentals, Culture and Business Methodology

Facebook's corporate culture, based on growth hacking and data driven decision making, is a key factor when assessing the company.... Continue reading

January 8, 2019

Apple Stock Analysis – Focus on Long Term Investing

As a Buffett fan, I like to follow what he does and try to understand why he buys what he... Continue reading

January 6, 2019

Gazprom stock analysis

Gazprom is one of the most undervalued stocks in the world from a cash flow and book value point of... Continue reading

Micron stock analysis

To invest in Micron, one has to understand the industry's cycle. A PE ratio of 2.5, doesn't mean much as... Continue reading

January 3, 2019

Investing In Uranium – Bullish And Bearish Thesis On 5 Uranium Stocks

The bullish thesis for uranium is strong; growing demand coming from Japanese restarts and developing Asia, alongside production cuts. However,... Continue reading

December 20, 2018

$13 Million-Dollar Investment Bank Managed Stock Market And Bond Portfolio Review

A month or something ago, I was contacted by an investor that had just set up a portfolio with an... Continue reading

December 10, 2018

InterContinental Hotels Group Stock Analysis – Overview, Valuation And Investment Approach

A company that has seen its ordinary dividend increase 11% CAGR over the last 15 years, must be something special... Continue reading

December 4, 2018

Brexit – An Objective Investing Perspective

Politics aside, it is important to have a clear investing perspective on how can our portfolio positions be affected by... Continue reading

December 1, 2018

Stock Market News – The FED, Interest Rates and How to Invest

Good day fellow investors, The news this week was all about the FED as the FED’s chairman made a speech... Continue reading

November 30, 2018

How am I investing and how much research I do?

Investing is a very important topic for all of us. However, not all of you can dedicate a lot of... Continue reading

November 29, 2018

McKesson Stock (MCK) – A Value Investing Perspective

MCK has caught the eye of many value investors, even Seth Klarman. I explain where it is that they see... Continue reading

November 14, 2018

How to invest in businesses with dr. Per Jenster

I recently had the privilege to interview dr. Per Jenster. He is a Fullbright scolar, author of many books, former... Continue reading

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