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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Quicky #8 on Bed Bath and Beyond after BBBY’s 2020 Investor Day

Did the turnaround of Bed Bath & Beyond (BBBY) finally kick off? New management was put in place and changed some things for good. Then the global pandemic and checks from the government set the stage for the long-awaited turnaround. After todays virtual investor day, it is time for a quicky …

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Quicky #4 on Inpex (1605 JP)

This is part #4 about Inpex Corporation (1605 JP). I stumbled about the company when reading about Royal Dutch Shell’s huge Prelude FLNG project off Australia in which Inpex owns a stake with several other Asian companies. Inpex took a huge one-off charge due to operational production problems depressing current earnings. Time to take a look …

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Is Tencent Music (TME) worth buying for its massive long-term growth potential?

[This post was published with password protection on Sept 22 but is now reposted without protection] Spotify is a very well known company in Western Europe and the US. Chances are that you use either Spotify’s services or any other service from Apple, Google, Amazon, etc! Spotify’s investing story rides on the huge secular growth trend of music streaming and podcasts, accelerated through covid-19, resulting in its one year stock price performance of +60%. Spotify’s profitability might be an issue, though. But there might be a more profitable alternative for investors …

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What is Flow Traders’ potential as it is successfully riding the ETF investment trend?

Flow Traders N.V. is a leading global technology-enabled liquidity provider, specialized in Exchange Traded Products (ETPs) that massively profits from the ongoing trend to passive investments (read more in my prior post). As such, it could benefit tremendously in the years and decades to come leveraging its technology and its growing global presence. This post will analyse Flow Traders potential in more detail …

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Quicky on Pandora A/S: After Strong Recent Performace is Position Trimming Needed?

From its intraday low on March 16th (DKK 182), Pandora rallied strongly with a performance until today (June 4, DKK 362) of +85%, more than +50% within the last month. Since Pandora represents a considerable position of my equity portfolio, I want to do a quick recap of my investment thesis and answer the question if a position resizing might be warranted.

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Is Oriental Watch the right Hong Kong bargain I want to buy right now?

Oriental Watch Holding Ltd. (Oriental Watch, OW) is a holding company that is listed in Hong Kong (398 HK) since 1993. It is active as a luxury watch retailer in greater China with stores in Hong Kong, Mainland China, Macau and Taiwan. I got the initial idea from a blog I highly recommend you to follow! …

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