As investors and consumers shun Tobacco I wonder if now the time is right to buy?

At least in the developed world, more and more people either stop smoking or never begin in the first place. The (relative) number of people smoking traditional cigarettes declines as it goes against the big secular health trend. Could this current situation set the stage for profitalbe investments for many years?

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The world needs cheap high-quality generics. And investments! Hidden growing Krka might do …

I instantly liked the company’s fundamentals, and its foreign ‘hidden’ character. It seems to fly very much under the radar when international investors are concerned. I generally believe this to be a real advantage and can be a strong investor’s edge.

Looking at the company more closely, I liked the vertically integrated business model. But I had to be careful, since I bought into a competitor some years ago. And that investment turned out …

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I like this auto insurance company since it is Progressive

Traditional auto insurance companies are not the most desired investments currently. It’s all too easy to buy all these sexy new insurtechs around the corner (via your commission-free trading app). Advertising (or listing) your company as a tech company that could/would/should grow it’s revenue/users/losses by 10/20/50x is all the rage now. If that is what ‘investors’ want, that’s what they get …

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