November 1, 2019
Currency Hedging – Why I Am Not Doing It
Currency Hedging? As I am an international investor, I often get the question on how to hedge for currencies. Many... Continue reading
October 10, 2019
Flex LNG Stock Analysis
The LNG shipping sector Flex LNG company overview Flex LNG stock fundamentals Flex LNG stock price analysis and earnings model... 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 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 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
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
June 27, 2019
How To Invest With Coming Debt Crisis – Don’t Be The Turkey
Three extremely important pieces of information released over the last weeks for investors are: The increase in US budged spending... Continue reading