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
August 19, 2018
Investing in Sugar – Südzucker AG Stock Analysis
Investing in commodities is tricky and many call me crazy for doing that. However, I don’t invest by buying an... Continue reading
August 7, 2018
CHILE ETF AND STOCK ADR LIST ANALYZED
Chile stock market overview Chile is the most developed country in Latin America and the GDP growth has been nice... Continue reading
July 12, 2018
Argentina Has Great Businesses – ADR stock list
Great investment returns come from buying things nobody wants to touch with a ten foot pole. Argentina might be such... Continue reading
June 25, 2018
Daimler’s stock crash analysis and investment thesis
Daimler’s stock is down 25% from its 2018 peak. It is crucial to take a long term cyclic perspective on... Continue reading
June 19, 2018
Time to Buy Brazilian Stocks?
A 30% market decline tells me there is perhaps an opportunity. The key is to find long term fundamental values,... Continue reading