Blog

September 16, 2019

Graftech Stock Price Analysis – Low Risk

Why Did Mohnish Pabrai Buy Graftech Stock Graftech stock has the potential to be a ‘PE ratio of 1’ company.... 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

July 14, 2019

Ryanair Stock Analysis – Not a Buy Yet, But a Stock to Watch

I’ve been marginally following Ryanair for a few years now. When a CEO states: “If someone wanted to pay £5... Continue reading

May 23, 2019

Tesla Stock Crash – My Message To Tesla Investors 

I’ve been a Tesla stock bear over the last years and I would always receive a lot of hate when... Continue reading

April 4, 2019

Thor Industries Stock Analysis

Over the past months I have received more than 10 emails from various investors about how Thor Industries is a... Continue reading

April 3, 2019

Michael Burry’s Stock – CorePoint Lodging REIT Stock Analysis

Introduction. CorePoint Lodging – Business analysis Cash flow calculations Selling properties to unlock value Stock catalysts already there The risks... Continue reading

March 20, 2019

Alacer Gold Stock Analysis – Why I bought and why I sold

  I sold Alacer because it is not a value play anymore, it is more of an exploration play now.... Continue reading

March 16, 2019

ADM – A dividend stock to own for the long term

Contents ADM company overview Investment strategy A few notes from the last conference call My personal opinion I analysed Bunge,... Continue reading

March 12, 2019

Ingredion stock analysis – 10% yield

Summary - Ingredion The operating cash flow yield is 11%, the company expects to grow earnings at 8% per year... Continue reading

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