Blog

January 6, 2019

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

November 11, 2018

7 Things To Watch Before Investing In Gold Miners

  Investing is about risk and reward. I feel many miss the risk part when it comes to investing, especially... Continue reading

November 6, 2018

Nassim Taleb is warnings us – situation worse than in 2007

The US government has $21 trillion of debt, but few know and think about the $49 trillion in hidden debt.... Continue reading

October 21, 2018

Berkshire stock is better than the S&P 500 – check your portfolio holdings!

BERKSHIRE's INVESTING MINDSET Towards the end of Benjamin Graham's book, The Intelligent Investor, we can find the following advice (Chapter... Continue reading

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