This time the most interesting content I stumbled over includes: forecasting growth, Multibaggers, SBER, Bayer, Ping An, John Menzies, Thungela, Bolloré, Prosus/Naspers/Tencent, …
Must read: Ensemble Capital started its series on forecasting growth.
Joachim Klement on Investing has a sad message for all those x-bagger hunters: Multibagger stocks aren’t rare, but that doesn’t mean it is easy to find them.
Good read from Verus, in German: Out-of-Favor Stocks: Bayer, Ping An Insurance, John Menzies.
Bayer and John Menzies were recently discussed ideas for undervalued-shares.com* members.
I made up my mind an tweeted my thoughts on Prosus (PRX NA) and Naspers (NPN SJ). It took me a while how to handle the cross-holdings.
Marc Rubinstein from netinterest about Big Tech doing Finance.
Best and happy investing, s4v