October 10, 2019
Flex LNG Stock Analysis – The Big Bet On The LNG Boom
The LNG shipping sector Flex LNG company overview Flex LNG stock fundamentals Flex LNG stock price analysis and earnings model... Continue reading
October 8, 2019
Shipping Investors Have Capitulated – Time to Invest – SEA ETF
Contents Shipping’s terrible past investment performance – is it time to invest now? Shipping investing thesis – without shipping there... Continue reading
October 6, 2019
XOM Stock Analysis – The End of BIG OIL
The biggest risk when it comes to investing in XOM is that the management never stops believing in the everlasting... Continue reading
September 30, 2019
Accounting for investors – Misuse of EBITDA explained
An Accounting Warning by Charlie Munger I am reading Poor Charlie’s Almanack and will discuss the things I find most... Continue reading
September 27, 2019
Stock Market Crash And Recession Strategy That Always Works
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Peter Lynch There is so... Continue reading
September 23, 2019
Fixed versus variable mortgage interest rate – what is the difference in 2019
I’ve made a few videos discussing real estate investing as brick is a key component of one’s financial life. If... Continue reading
September 18, 2019
Invest in copper, you’ll regret not having portfolio exposure
Structural trends ahead are electrification, renewables, EVs, increased travel and continuous, fast economic growth in developing countries with approximately 6... Continue reading
September 16, 2019
Graftech Stock Price Analysis – High Uncertainty But Contracts Give It Low Risk
Why Did Mohnish Pabrai Buy Graftech Stock Graftech stock has the potential to be a ‘PE ratio of 1’ company.... Continue reading
September 15, 2019
INDEX FUNDS Investing – NEXT Market CRASH WILL BE UGLY
Mortgage crisis Dr. Burry - Compares Index funds to subprime bubble! Dr. Michael Burry, famous for predicting the subprime mortgage... Continue reading
August 25, 2019
Berkshire Hathaway – Intrinsic Value Calculation
Contents Defining intrinsic value Berkshire’s return on invested capital Berkshire’s future cash flows Insurance business Railroads, manufacturing, utilities and other... Continue reading
August 17, 2019
Lithium Americas Stock Price Has 1000% Upside But There Are Risks
Lithium Americas stock price is trading at a 90% discount to the combined net present value of the two lithium... Continue reading
July 24, 2019
ALBEMARLE – Lithium Stock Offering 4x Growth Up To 2025
Albemarle business overview Lithium Albemarle investment thesis Lithium cost curve Current analysis of Albemarle + the growth story Albemarle –... Continue reading